Tax Manager / Account Manager (Fully Remote)
Job Description
Job Description...
Job Title: Tax Manager/Account Manager (Fully Remote)
Location: Fully Remote
About Our Client:
Our client is a small, online Tax and Accounting firm dedicated to delivering exceptional service across a broad spectrum of needs, including business tax preparation, personal returns, accounting/bookkeeping, sales tax, payroll, EIN, ITIN, entity formation, and more. Their mission is to ensure clients' compliance and tax needs are met with efficiency and accuracy.
Job Description:
We are seeking an experienced Tax/Account Manager to join our client's team. This role is ideal for a tax professional who can effectively address client questions about taxes, federal guidelines, and deadlines. The successful candidate will conduct discovery calls, update projects within the firm's portal, and resolve client issues with expertise and efficiency.
Key Responsibilities: Respond to client inquiries about taxes and federal guidelines/deadlines. Conduct discovery calls to understand and address client needs. Update and manage projects within the client's portal. Delegate tasks and swiftly resolve client requests and concerns. Maintain high attention to detail and a client-first attitude. Oversee the day-to-day administrative operations related to client success and firm operations.
Requirements: Strong understanding of tax regulations and federal deadlines. Proficiency with Drake Taxes, Xero, QBO, Wave, and Bill.com Accounting. Experience in filing business and personal taxes. Previous management experience. Full-time availability during operating hours. Relevant credentials are preferred.
What We Offer:
Support from a dedicated team of tax professionals.
Opportunity to lead daily operations and client success.
Collaborative and dynamic work environment.
About the Role:
You will be supported by a team of tax professionals, but we need you to take the lead in managing client success and daily operations. The previous manager, who excelled in this role, has transitioned to a part-time client relationship position. We are looking for someone to fill this vital role and continue delivering excellent service to clients.
How to Apply:
If you are a detail-oriented, client-focused professional with the required expertise, we want to hear from you. Please submit your resume and a cover letter detailing your relevant experience and why you would be a great fit for this role.
Our client is an equal-opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees
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