Tax Office Manager

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

📋 Description

• Oversee daily operations related to remote tax preparation.

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

• Assist tax preparers with operational inquiries and workflow management.

• Ensure accuracy, documentation, and timely completion of tax returns.

• Safeguard secure and confidential taxpayer information.

• Adhere to IRS due diligence and electronic filing requirements.

• Engage in professional communication with clients and tax preparers.

• Keep organized records for clients and tax preparation activities.

• Aid in the development and maintenance of client relationships.

• Participate in mandatory operational and compliance training.

• Ensure compliance with filing deadlines and internal processes.

• Build and manage a personal portfolio of tax clients.

• Create strategies to attract new clients and boost tax return volume.

• Promote the tax business through marketing efforts, networking, and community involvement.

• Recruit and cultivate a team of tax preparers.

• Provide leadership, guidance, and support throughout the tax season.

• Oversee daily business operations and client workflow management.

• Ensure proper collection and maintenance of client documentation.

• Monitor submitted returns and funded return activities.

• Follow IRS guidelines, due diligence standards, and professional ethics.

• Protect confidential taxpayer information and adhere to security protocols.

• Stay updated on tax regulations, training requirements, and industry developments.

• Deliver exceptional customer service and foster enduring client relationships.

• Educate clients throughout the tax preparation process.

• Take responsibility for goals, growth, and results.

• Utilize provided tools, training, and resources to optimize success.

• Continue to evolve as a tax professional, leader, and business owner.

⛳️ Requirements

• Possession of an active EFIN or the ability to apply for and secure IRS approval.

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

• Strong communication and organizational abilities.

• Capability to work independently in a remote setting.

• Reliable computer and internet access is essential.

• Ability to safeguard confidential taxpayer information.

• Strong attention to detail and a high level of professionalism.

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

• Applicants lacking an EFIN must obtain the necessary IRS approval before engaging in activities requiring an EFIN.

• Commitment to providing accurate tax preparation services and adhering to industry standards.

🏝️ Benefits

• Access to professional tax preparation software.

• Operational support during tax season.

• Resources for tax compliance and due diligence.

• Training and continuing education in tax matters.

• Guidance on workflow management.

• Resources to support tax preparers.

• Marketing and client development assistance.

• Commission-based compensation structure based on completed tax preparation services.