Tax Office Manager

. Oversee day-to-day remote tax preparation operations .

Posted 9/25/2026full-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Key responsibilities & impact

Oversee day-to-day remote tax preparation operations
Prepare and/or review individual federal and state income tax returns
Support tax preparers with workflow and operational questions
Monitor return accuracy, documentation, and completion
Maintain secure and confidential taxpayer information
Follow IRS due diligence and electronic filing requirements
Communicate professionally with clients and tax preparers
Maintain organized client and tax preparation records
Assist with developing and maintaining client relationships
Participate in required operational and compliance training
Ensure filing deadlines and internal procedures are followed
Build, manage, and grow a personal tax business and client portfolio
Develop strategies to attract new clients and increase tax return volume
Recruit, build, and lead a team of tax preparers
Manage daily business operations and client workflow
Monitor submitted returns and funded return activity
Promote accurate and ethical tax preparation practices
Deliver customer service and educate clients throughout the tax preparation process
Use provided tools, training, and resources to develop as a tax professional, leader, and business owner

What you’ll need

An active EFIN or the ability to apply for and obtain IRS approval
A valid PTIN when personally preparing federal tax returns for compensation
Strong communication and organizational skills
Ability to work independently in a remote environment
Reliable computer and internet access
Ability to protect confidential taxpayer information
Strong attention to detail and professionalism
Tax preparation, tax office, or team leadership experience preferred
Applicants without an EFIN must obtain applicable IRS approval before performing activities that require an EFIN

Comp & perks