Client Service & Tax Operations Manager

Woodard and Associates CPA; San Diego (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Woodard and Associates CPA is seeking a Client Service & Tax Operations Manager to oversee client communications, workflow management, tax return administration, onboarding, billing coordination, and practice operations. The role ensures a smooth client experience and efficient firm operations throughout the year and tax season.

The ideal candidate has prior experience in a CPA firm and understands tax workflows, deadlines, notices, and client service expectations.

Responsibilities

• Serve as the primary point of contact for clients
• Manage client communications and follow-up requests
• Coordinate onboarding of new clients
• Assist clients with portal access, e-signatures, and document uploads
• Maintain an exceptional client experience
• Monitor and manage tax return workflows
• Track deadlines, extensions, organizers, and return status
• Coordinate document collection and information requests
• Process e-file authorizations and engagement letters
• Assist with IRS and state tax notices
• Support tax planning and project scheduling
• Maintain TaxDome and workflow systems
• Coordinate tax season projects and deadlines
• Monitor practice dashboards and job statuses
• Assist with billing, collections, and invoicing
• Help improve and document firm procedures
• Identify opportunities to increase operational efficiency
• Manage incoming phone calls and emails
• Maintain client records and document management systems
• Coordinate meetings and scheduling
• Support firm-wide initiatives and special projects

Job description

The Client Service & Tax Operations Manager will oversee client communications, workflow management, tax return administration, onboarding, billing coordination, and practice operations. This individual will play a critical role in ensuring a smooth client experience while helping the firm operate efficiently throughout the year and during tax season.

The ideal candidate has prior experience working in a CPA firm and understands tax workflows, deadlines, notices, and client service expectations.

KEY RESPONSILIBILITIES

CLIENT SERVICE

• Serve as the primary point of contact for clients
• Manage client communications and follow-up requests
• Coordinate onboarding of new clients
• Assist clients with portal access, e-signatures, and document uploads
• Maintain an exceptional client experience
  

TAX OPERATIONS

• Monitor and manage tax return workflows
• Track deadlines, extensions, organizers, and return status
• Coordinate document collection and information requests
• Process e-file authorizations and engagement letters
• Assist with IRS and state tax notices
• Support tax planning and project scheduling
  

PRACTICE MANAGEMENT

• Maintain TaxDome and workflow systems
• Coordinate tax season projects and deadlines
• Monitor practice dashboards and job statuses
• Assist with billing, collections, and invoicing
• Help improve and document firm procedures
• Identify opportunities to increase operational efficiency
  

ADMINISTRATIVE SUPPORT

• Manage incoming phone calls and emails
• Maintain client records and document management systems
• Coordinate meetings and scheduling
• Support firm-wide initiatives and special projects