Senior Tax Professional and Operations Manager

3 weeks ago


Thousand Oaks, California, United States Tax Prose Inc Full time
Job Overview

Tax Prose Inc. is a tax firm that offers unparalleled personal service to its clients. We strive to exceed expectations and redefine the standard of tax firms.

Compensation Package

We offer a competitive salary, ranging from $80,000 to $110,000 annually, depending on experience. Additionally, we provide a direct hire opportunity, 5 days of paid holidays, and a great working environment.

Responsibilities
  • Client Management: Assign and manage a roster of clients, serving as their primary point of contact. Ensure timely completion of tasks and communicate effectively with the production team.
  • Project Management: Oversee workflow, tracking tax tasks and reports, and coordinating with the team for efficient processing.
  • Training and Development: Participate in daily Zoom calls during tax season, addressing questions and providing training to team members.
  • Administrative Tasks: Create or update administrative forms and templates for clients or taxing authorities.
  • Team Support: Provide ongoing support and education to clients and internal teams via video conferencing, phone, and email.
Requirements and Qualifications
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) certification.
  • Strong communication and interpersonal skills, with the ability to work well with diverse individuals.
  • A positive attitude and willingness to be trained and mentored.
  • Experience in tax and bookkeeping, with a strong attention to detail and problem-solving skills.
Benefits
  • A comprehensive retirement plan.
  • Cell phone reimbursement.

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