Tax Office Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Supervise daily remote tax preparation activities

• Prepare and/or review individual federal and state income tax returns

• Assist tax preparers with workflow and operational inquiries

• Ensure accuracy, documentation, and completion of returns

• Safeguard secure and confidential taxpayer information

• Adhere to IRS due diligence and electronic filing standards

• Professionally communicate with clients and tax preparers

• Keep organized records of clients and tax preparations

• Contribute to the development and maintenance of client relationships

• Engage in mandatory operational and compliance training

• Guarantee adherence to filing deadlines and internal procedures

• Build, manage, and expand a personal tax practice and client base

• Formulate strategies to attract new clients and boost tax return volume

• Recruit, develop, and oversee a team of tax preparers

• Direct daily business operations and client workflows

• Track submitted returns and funded return activity

• Advocate for accurate and ethical tax preparation practices

• Provide customer service and educate clients throughout the tax preparation process

• Utilize available tools, training, and resources to grow as a tax professional, leader, and business owner

⛳️ Requirements

• An active EFIN or the capability to apply for and obtain IRS approval

• A valid PTIN when personally preparing federal tax returns for compensation

• Excellent communication and organizational abilities

• Capability to work independently in a remote setting

• Dependable computer and internet access

• Ability to safeguard confidential taxpayer information

• Strong attention to detail and a professional demeanor

• Experience in tax preparation, tax office operations, or team leadership is preferred

• Applicants without an EFIN must secure the necessary IRS approval before engaging in activities that require an EFIN

🏝️ Benefits

• Professional tax preparation software

• Operational support during tax season

• Resources for tax compliance and due diligence

• Training and ongoing tax education opportunities

• Guidance on workflow management

• Support resources for tax preparers

• Marketing and client development assistance

• Flexibility in schedule management as an independent contractor