Remote Tax Team Lead & Client Manager (Part-Time)

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

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.