Tax Office Manager

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

📋 Description

• Supervise daily remote tax preparation activities

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

• Assist tax preparers with operational and workflow inquiries

• Ensure accuracy, documentation, and timely completion of returns

• Safeguard and maintain confidentiality of taxpayer information

• Adhere to IRS due diligence and electronic filing standards

• Engage in professional communication with clients and tax preparers

• Keep client and tax preparation records organized

• Aid in building and sustaining client relationships

• Participate in necessary operational and compliance training

• Guarantee compliance with filing deadlines and internal protocols

• Develop, manage, and expand a tax practice along with a personal client portfolio

• Formulate marketing, networking, and community involvement strategies

• Recruit, mentor, and support a team of tax preparers

• Oversee client workflow and processes during tax season

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

• Monitor submitted returns and track funded return activities

• Stay updated on tax regulations, training necessities, and industry developments

• Take responsibility for business objectives, growth, and outcomes

⛳️ Requirements

• A valid EFIN or the capability to apply for and secure IRS approval

• A current PTIN for personally preparing federal tax returns for compensation

• Excellent communication and organizational abilities

• Capacity to work autonomously in a remote setting

• Reliable access to a computer and internet

• Ability to safeguard confidential taxpayer information

• Keen attention to detail and a high level of professionalism

• Preferred experience in tax preparation, tax office operations, or team leadership

• Must fulfill relevant client service standards, filing timelines, compliance obligations, and operational duties

• Applicants lacking an EFIN must secure appropriate IRS approval before engaging in activities requiring an EFIN

🏝️ Benefits

• Professional-grade tax preparation software

• Operational support during the tax season

• Resources for tax compliance and due diligence

• Training and ongoing education in tax practices

• Guidance on workflow management

• Support resources for tax preparers

• Assistance with marketing and client development

• Compensation based on commissions tied to completed tax preparation services