US Tax Lead and Client Manager

Job descriptionIf you are all about work/life balance and a permanent work-from-home setup, then this is the position for you!

Tax Prose takes great pride in providing tax planning, tax preparation, and tax resolution to our clients with an unparalleled degree of personal service. We aspire to exceed expectations and redefine what a tax firm can be. Our award-winning service is what sets us apart. Integrity is our core value. Our first consideration is "what is best for our clients".

To learn more about us, please visit our website - https://www.incometaxprose.com...

Meet Stephanie Anderson, founder of Tax Prose Inc - https://youtu.be/xqlIEO-huMQ

Salary: (depending on Experience)Experience: 4+ years of Client Care and Tax Experience.Training: In-depth training provided and potential for career development.Hours: Full-time M-F 10-6 or Prearranged Schedule. Weekends during tax seasonor Part-time -Equipment: Equipment AllowanceLocation: Permanent Work from home.Start Date: Immediate job opening.

Job Summary:As the Assistant Client Manager / Team leader, you will be responsible for overseeing the clients (tax and accounting), focusing on ensuring the timely and accurate delivery of tax returns, financial statements, and reporting. Additionally, you will be answering all incoming calls, web contact forms, portal messages, and emails. You will be the main communicator for the firm.

Key Responsibilities:

• Act as team lead, supervising and coordinating year-end projects, software conversions, and training.
• Ensure the accuracy of client tax returns at final review and delivery, and track paper and electronic filing to taxing authorities.
• Manage calendars and coordinate meetings for multiple partners/managers.
• Ensure all deadline and month-end tasks are filed and met within the tax & business services departments.
• Draft and track all tax engagement letters for the office, using electronic signatures via Ignition and Tax Dome
• Heavy project management: tracking all tax tasks and reports and communicating with the team to ensure timely processing; supervising monthly projects.
• Proposed and new client tracking in CRM (Hubspot); new client onboarding - set up in Tax Dome, tax software (Ultra Tax); client portal set up; modified existing clients engagements and tasks.
• Process and mail yearly tax organizers to clients & roll over all clients for the next tax year in tax software systems.
• Monthly reports for client billing, past due account collections & tracking accounts receivables.
• Be the steward of Tax SOPs & Training Checklist; provide training for other team members to ensure constancy among the admin team; assist in software conversion/implementation; assist office staff with software conversion training; office trainer for administrative processes and software.
• Implement daily huddle Zoom calls with the Tax dept during the busy season for questions and training.
• Create or update administrative forms and templates for clients or taxing authorities.
• Manage projects and deliverables for clients to ensure timely completion; coordinate workflow for efficiency; Responsible for efiling all returns, extensions, and FBARs; track & follow up on receipt of authorization forms, and follow up on acceptance/rejection.
• Provide ongoing support and education to clients and internal support teams via video conferencing, phone, and email.
• Looks after Clients.
• Manage communications
• Build and manage client relationships
• Assist in meeting daily KPI for sales
• Responds quickly to client and prospect communications
• Sits with the Senior Client Manager on some sales meetings to double back the meeting.
• Takes all traffic from clients, and returns queries for example.
• Good interpersonal skills, good people skills, and the ability to get along with a wide range of people.
• Connect with clients.
• Connect with the team.
• Learns how to manage clients and manage team members from the Senior Client Manager or CEO
• Assists in how to hire staff members, provide employee performance feedback., and remove staff when needed.
• Demonstrates delegation skills.
• Demonstrates leadership skills.
• Learns how to conduct sales meetings.
• Learns tax, technical or product knowledge from Team Leader.
• Manages a small portfolio of fees and growing.
• Upsell and Cross Sell - offering products.
• Coached and Mentored by the Senior Client Manager and the Team Leader.

If you are a highly organized, detail-oriented individual with a passion for US Tax work, we encourage you to apply for this exciting opportunity. Specific Roles:

• Win new clients.
• Nurture current clients
• Use technology.
• Meetings with clients over Zoom
• Meetings with prospects
• Data management is vital to keep track
• Monitor and follow up with the team to ensure work is progressing in a timely manner

Software Knowledge: (desirable, but not essential)

• Microsoft.
• Hubspot
• Acuity
• Xero.
• Thompson Reuters.
• Tax Dome.

About you:

• A positive attitude and willingness to be trained and mentored.
• Well-spoken.
• People person.
• Enjoy sharing your knowledge and experience by providing support to other team members.
• Formal accounting, tax, and bookkeeping qualifications.
• Strong attention to detail and ability to problem solve.
• Must be motivated, proactive, and persistent.
• Willingness to learn and embrace technology.
• Excellent communication skills.
• Great Work Ethic.
• Problem-solving and critical thinking skills are a must.
• Strong communication skills verbal and written.
• Leader.
• Extensive knowledge and experience in Tax.
• Be able to dedicate at least 25 hours per week exclusively to our firm.
• Part-Time or Full-Time.

What we can offer you:

• A competitive salary.
• Direct hire.
• 5 days of holidays.
• A great working environment.
• Training and career growth.

Performance Appraisals:You will have a 6 monthly performance review, identifying your strengths and area for improvement. Salary will be formally reviewed annually along with the opportunity for you to provide feedback to improve your position and the firm.

If you are a committed, hard-working person who is seeking work-life balance, then please Apply Now!

Job Types:
Full-time, Part-time

Benefits:

• 401(k) matching
• Cell phone reimbursement
• Flexible schedule
• Work from home

Experience level:

• 4 years

Schedule:

• 8-hour shift
• Monday to Friday
• Weekend availability

Travel requirement:

• No travel

Experience:

• Tax: 4 years (Required)

About Tax Prose

Tax Prose Inc. is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Watch this short video to learn more about the Firm https://youtu.be/xqlIEO-huMQ