Enrolled Agent

Remote; San Francisco (CA); Remote; USD 34,000 - 62,000; Part time

Benefits offered by this job

Equipment allowance

Paid Time Off

Retirement matching

Job summary

Tax Prose offers a permanent work-from-home role focused on client care and tax work. As Assistant Client Manager, you will support the Firm Owner with client communications, advisory, tax prep, and tax payments calculations in a client-facing capacity.

We require 4+ years of client care and tax experience, with in-depth training and potential career development. The position is part-time with flexible hours Monday–Friday, 8am–6pm, and includes equipment allowance and a permanent remote setup.

Qualifications

• 4+ years of client care and tax experience.
• In-depth training provided and potential for career development.
• Part-time position with flexible hours (Mon–Fri 8am–6pm).
• Equipment allowance provided.
• Permanent work-from-home location.
• Immediate start date.

Responsibilities

• Oversee clients (tax and accounting) to ensure timely, accurate tax returns, financial statements, and reporting.
• Answer incoming calls, web forms, portal messages, and emails.
• Be part of the client-facing team handling firm communications.
• Assist in production: bookkeeping and tax returns.
• Build and manage client relationships and respond quickly to inquiries.
• Accompany Senior Client Manager in some sales meetings to recap meetings.
• Staffing decisions support and provide feedback, participate in staff removal if necessary.

Skills

Client care

Tax knowledge

Communication

Leadership

Team mentoring

Attention to detail

Education

Accounting qualifications

Tax qualifications

Bookkeeping qualifications

Job description

If you are all about work/life balance and a permanent work-from-home setup, then this is the position for you!

Tax Prose takes great pride in providing tax planning, tax preparation, and tax resolution to our clients with an unparalleled degree of personal service. We aspire to exceed expectations and redefine what a tax firm can be. Our award-winning service sets us apart. Integrity is our core value, and our first consideration is "what is best for our clients."

Assistant Client Manager - Assist Firm Owner with client care and tax work. Includes advisory, tax prep, client communications, and calculations of tax payments.

Work closely with Firm Owner - be exposed to many aspects of the tax industry. Grow, learn, expand.

Looking for a tenacious and dedicated person who is eager to achieve great results.

Experience: 4+ years of client care and tax experience.

Training: In-depth training provided and potential for career development.

Hours: Part-time position. Flexibility during Firm hours of operation: Monday through Friday, 8am - 6pm. Any deviation from the committed schedule should be pre-arranged with the Senior Client Manager or CEO.

Equipment: Equipment Allowance

Location: Permanent work-from-home.

Start Date: Immediate job opening.

Job Summary:

As the Assistant Client Manager / Team Leader, you will be responsible for overseeing the clients (tax and accounting), with a focus on ensuring the timely and accurate delivery of tax returns, financial statements, and reporting. Additionally, you will be answering all incoming calls, web contact forms, portal messages, and emails. You will be part of the client-facing team that handles communications for the firm.

Tasks & Responsibilities:

• Looks after clients.

• Assist in production - Complete bookkeeping/tax returns.

• Manage communications.

• Build and manage client relationships.

• Respond quickly to client and prospect communications.

• Accompany the Senior Client Manager in some sales meetings to recap the meeting.

• Address client queries.

• Good interpersonal skills and ability to get along with a wide range of people.

• Connect with clients.

• Connect with the team.

• Learn how to manage clients and team members from the Senior Client Manager or CEO.

• Assist in staffing decisions, provide employee performance feedback, and, if necessary, participate in the removal of staff.

• Demonstrate delegation skills.

• Demonstrate leadership skills.

• Learn how to conduct sales meetings.

• Gain tax, technical, or product knowledge from the Team Leader.

• Manage a small and growing portfolio of fees.

• Upsell and cross-sell products.

• Receive coaching and mentoring from the Senior Client Manager and Team Leader.

About you:

• A positive attitude and willingness to be trained and mentored.

• Well-spoken.

• People person.

• Enjoy sharing your knowledge and experience by providing support to other team members.

• Possess formal accounting, tax, and bookkeeping qualifications.

• Have a strong attention to detail and ability to problem solve.

• Be motivated, proactive, and persistent.

• Willingness to learn and embrace technology.

• Excellent communication skills.

• Have a strong work ethic.

• Possess problem-solving and critical-thinking skills.

• Exhibit strong communication skills both verbally and in writing.

• An ideal candidate is a leader.

• Have extensive knowledge and experience in tax.

• Be able to dedicate at least 15 hours per week exclusively to our firm.

• Open to part-time or full-time engagement.

What we can offer you:

• A competitive salary.

• Direct hire.

• A great working environment.

• Training and career growth.

• Paid Time Off (PTO).

• Retirement matching.

• Career development opportunities.

• Paid continuing education (CE).