Remote Tax Manager

CPA firm helping individuals and businesses file their taxes in all 50 states. is seeking a REMOTE Lead Tax Preparer to join their team. This role offers the potential for future opportunities, such as creating a local franchise.
 
Job Type:

*Must have CPA firm experience
Full time, W2
Location: REMOTE within the US
Compensation: $70,000- $90,000 DOE
 
  
Job Summary:
 
The Lead Tax Preparer will be responsible for preparing, reviewing, and analyzing tax returns and identifying strategies to minimize clients’ tax liabilities. You will leverage your Certified Public Accountant (CPA) or Enrolled Agent (EA) credentials, along with your understanding of US tax law, to ensure the client’s experience developing tax planning strategies is tailored for the client’s best possible outcome. This role demands high-level tax knowledge, attention to detail, excellent written communication skills, and a solid understanding of US tax laws.
 
Responsibilities:

• Ensure the client’s experience is the best!
• Understand and adhere to the core values of the firm.
• Respond to client emails within 24 hours (excluding weekends).
• Demonstrate proficient knowledge of all tax forms/returns and effectively communicate these to clients.
• Work at least 40 hours per week during peak tax seasons (for full-time lead preparers).
• Follow up with clients within one business day.
• Effectively use every possible resource to resolve client issues promptly.
• Document all client interactions and communications through email correspondence and Taxdome.
• Identify and communicate opportunities to the client for additional savings
• Maintain a high level of professionalism during all internal meetings; camera presence is mandatory.
• Coordinate with the dealmaker to ensure accurate completion of projects.
• Submit a weekly accountability report no later than every Monday by 4 p.m. CST.
• Video record return overviews for clients upon request.
• Have weekly check-in meetings with the assistant preparer to ensure accuracy in the data input.

 
Qualifications:

• Must be either a Certified Public Accountant or an Enrolled Agent.
• Minimum of five years of experience in tax preparation.
• Strong understanding of US tax law.
• Excellent note-taking and written communication skills.
• Ability to manage and prioritize multiple tasks and projects.
• Proficiency in using Taxdome or similar project management software is a plus.

 
Core Values:

• Super hungry
• Strong willingness to learn.
• Burning desire for an abundant lifestyle
• Burning desire to be the best
• Architect of the future = ongoing
• Guardian of the Mood = ongoing
• Super hungry
• Humble
• Burning desire for an abundant lifestyle
• Fully present and inspired.
• Self-driven
• Revolutionist
• Strong willingness to learn.
• Burning desire to be the best
• Grateful
• Being patient
• Genuinely excited
• Helpful

 
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