Tax Prep Manager
3 weeks ago
Summary:
Our Tax Preparation Manager (TPM) is responsible for the performance, personnel, production, and quality control of all Tax Preparers & Bookkeepers.
The TPM will work in tandem with the Tax Prep Operations Manager, and report directly to the General Manager, to work together in maximizing the performance and accuracy of the Tax Preparers' work.
This entails the oversight & review of any tax returns in question, as well as client de-escalations if necessary.
Internally, the TPM is to use fundamental excellence as training and/or accountability opportunities for their team as well, to ensure the highest quality of our client's tax returns and service.
The Tax Prep Manager will also operate as the department's ambassador, collaborating with other department leaders, such as Sales & Resolution, to ensure that clients experience a cohesive process and premier service.
Responsibilities:
Directly manage, mentor, and coach all Tax Preparers & Bookkeepers
Review & quality control for any/all financial statements and tax returns
Collaborate with service ops management to improve internal processes
Assess and determine best financial outcomes for any/all clients (as needed)
Prepare all available types of tax returns and financial statements (as needed)
Speak with escalated clients (as needed)
Consult Sales Team to provide product/sales guidance on leads/clients
Approve & assign complex/exceptional tax preparation services for the Sales Team
Collaborate with other department leaders to achieve interdepartmental synchrony
Skills & Qualifications:
CTEC Certified, Licensed Tax Preparer and is in good standing with the IRS
Active CPA or EA license
PTIN & EFIN required
Bachelor's Degree (Master's preferred)
10+ Years of tax preparation experience
5+ Years of office leadership experience
Effective communication and client relations skills
Ability to manage a large client base with deadlines, urgency, & prioritization management
5+ years of Microsoft Office, Tax Prep Software & CRM experience
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