Tax Office Manager

Jobtailor; Deutschland; Remote; EUR 55.000 - 90.000; Vollzeit

Zusammenfassung

Jobtailor is seeking an experienced tax operations leader to oversee remote tax preparation activities and ensure accurate, compliant returns for clients nationwide.

You will support tax preparers, monitor workflow, protect confidential information, and drive client growth with strategies for retention and revenue expansion. A strong leadership mindset and IRS requirements expertise are essential.

Qualifikationen

• An active EFIN or ability to obtain IRS approval.

Aufgaben

• Oversee day-to-day remote tax preparation operations
• Prepare and/or review individual federal and state income tax returns
• Support tax preparers with workflow and operational questions
• Monitor return accuracy, documentation, and completion
• Maintain secure and confidential taxpayer information
• Follow applicable IRS due diligence and electronic filing requirements
• Communicate professionally with clients and tax preparers
• Maintain organized client and tax preparation records
• Assist with developing and maintaining client relationships
• Participate in required operational and compliance training
• Ensure applicable filing deadlines and internal procedures are followed
• Build and maintain a personal tax client portfolio
• Develop strategies to attract new clients and increase tax return volume
• Promote the tax business through marketing, networking, and community engagement
• Identify opportunities to expand services and increase revenue
• Create plans for long-term business growth and client retention
• Recruit and build a team of tax preparers
• Provide leadership, guidance, and support throughout tax season
• Manage daily tax business operations and client workflow
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Follow IRS guidelines, due diligence requirements, and professional standards
• Promote accurate and ethical tax preparation practices
• Deliver excellent customer service and build lasting client relationships
• Educate clients throughout the tax preparation process
• Take ownership of business goals, growth, and results

Kenntnisse

Strong communication

Organizational skills

Attention to detail

Professionalism

Customer service

Tools

Secure Tax Software

Electronic Filing Systems

Remote Communication Tools

Jobbeschreibung

• Oversee day-to-day remote tax preparation operations
• Prepare and/or review individual federal and state income tax returns
• Support tax preparers with workflow and operational questions
• Monitor return accuracy, documentation, and completion
• Maintain secure and confidential taxpayer information
• Follow applicable IRS due diligence and electronic filing requirements
• Communicate professionally with clients and tax preparers
• Maintain organized client and tax preparation records
• Assist with developing and maintaining client relationships
• Participate in required operational and compliance training
• Ensure applicable filing deadlines and internal procedures are followed
• Build and maintain a personal tax client portfolio
• Develop strategies to attract new clients and increase tax return volume
• Promote the tax business through marketing, networking, and community engagement
• Identify opportunities to expand services and increase revenue
• Create plans for long-term business growth and client retention
• Recruit and build a team of tax preparers
• Provide leadership, guidance, and support throughout tax season
• Manage daily tax business operations and client workflow
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Follow IRS guidelines, due diligence requirements, and professional standards
• Promote accurate and ethical tax preparation practices
• Deliver excellent customer service and build lasting client relationships
• Educate clients throughout the tax preparation process
• Take ownership of business goals, growth, and results

Requirements

• An active EFIN or the ability to apply for and obtain IRS approval
• A valid PTIN when personally preparing federal tax returns for compensation
• Strong communication and organizational skills
• Ability to work independently in a remote environment
• Reliable computer and internet access
• Ability to protect confidential taxpayer information
• Strong attention to detail and professionalism
• Tax preparation, tax office, or team leadership experience preferred
• Applicants without an EFIN must obtain applicable IRS approval before performing activities that require an EFIN

Core Competencies

Demonstrates expertise in tax preparation and compliance, with a strong focus on client relationship management and operational efficiency. Proven ability to lead a team, ensure adherence to IRS guidelines, and drive business growth through strategic client engagement.

Highest-signal resume keywords

• Tax Preparation
• Client Relationship Management
• IRS Compliance
• Team Leadership
• Operational Efficiency

Hard Skills

• Federal Income Tax Returns
• State Income Tax Returns
• Tax Documentation
• Due Diligence Requirements
• Tax Business Operations
• Client Workflow Management
• Tax Return Accuracy Monitoring
• Client Portfolio Management
• Business Growth Strategies
• Revenue Expansion

Soft Skills

• Strong Communication Skills
• Organizational Skills
• Attention to Detail
• Professionalism
• Customer Service

Certifications & Qualifications

• Active EFIN
• Valid PTIN

Industry Keywords

• IRS Guidelines
• Tax Preparation Practices
• Confidential Taxpayer Information
• Operational Training
• Client Retention

Tools & Technologies

• Secure Tax Software
• Electronic Filing Systems
• Remote Communication Tools