Tax Office Manager

Talent Group

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

Posted 10/6/2026full-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax preparation and compliance, with a strong focus on client relationship management and operational efficiency. Capable of leading a team of tax preparers while ensuring adherence to IRS regulations and maintaining confidentiality.

Highest-signal resume keywords

Tax PreparationClient Relationship ManagementTeam LeadershipIRS ComplianceAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Federal Income Tax ReturnsState Income Tax ReturnsTax Office OperationsWorkflow ManagementTax DocumentationElectronic Filing RequirementsDue Diligence ProceduresClient Service ExpectationsOperational ResponsibilitiesMarketing Strategies

Soft Skills

Strong CommunicationOrganizational SkillsProfessionalismIndependenceCustomer Service

Tools & Technologies

Secure Tax SoftwareRemote Communication ToolsClient Management Systems

Certifications & Qualifications

Active EFINValid PTIN

Industry Keywords

Tax Preparation OperationsIRS RegulationsConfidential Taxpayer InformationFiling DeadlinesCompliance Training

About the role

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 tax business and personal client portfolio
Develop marketing, networking, and community engagement strategies
Recruit, lead, and support a team of tax preparers
Manage client workflow and tax season processes
Deliver customer service and educate clients throughout tax preparation
Monitor submitted returns and funded return activity
Stay informed on tax updates, training requirements, and industry changes
Take ownership of business goals, growth, and results

Requirements

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
Must meet applicable client service expectations, filing deadlines, compliance requirements, and operational responsibilities
Applicants without an EFIN must obtain applicable IRS approval before performing activities that require an EFIN

Benefits

Comp & perks

Professional tax preparation software
Tax season operational support
Tax compliance and due diligence resources
Training and continuing tax education
Workflow guidance
Tax preparer support resources
Marketing and client development guidance
Commission-based compensation tied to completed tax preparation services