Manager, Tax Pro

• Lead the Remote Tax Pro (RTP) program and ensure its success and long-term sustainability
• Work cross-functionally with sponsors, support teams, and stakeholders to enhance program capacity and capabilities
• Ensure a smooth client transition from in-office to remote services
• Deliver consistent, high-quality support to internal and external clients
• Provide direct leadership for the RTP program and associates, including hiring, talent development, output management, bench planning, compensation reviews, recognition, and performance management
• Oversee SOP creation and adherence
• Generate regular reports on program performance and provide financial oversight
• Build understanding of RTP clientele and ensure SOP design, service delivery, and feedback loops meet client expectations
• Advocate for the RTP program and act as liaison for Roll Up offices
• Ensure consistent program participation by each office
• Identify opportunities to expand program scope and service types
• Work with support partners to forecast program viability and risks
• Identify, obtain, and organize resources needed to operate the RTP program
• Execute the assigned Short Range Plan and performance targets, ensuring program efficacy and labor efficiency
• Manage calculation of incentive payments
• Verify and document program results, progress, and setbacks
• Act as brand ambassador for the program to internal and external stakeholders
• Complete other tasks necessary to advance the RTP program

Requirements

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 8 years minimum related work experience
• Proven ability to hire, coach, develop, and lead high-performing teams, including developing new or emerging people leaders
• Strong analytical, critical-thinking, and problem-solving skills
• Ability to interpret operational, workforce, financial, and client experience data
• Ability to manage multiple priorities, lead change, and meet deadlines in a fast-paced, evolving environment
• Advanced communication, interpersonal, facilitation, and relationship-building skills
• Ability to collaborate across all levels of the organization
• Demonstrated emotional intelligence
• Ability to foster accountability, engagement, inclusion, and continuous improvement
• Strong client relationship skills and commitment to delivering an accurate, timely, and consistent client experience
• Proficiency with Windows-based computer systems and aptitude for learning and applying technology in a business environment
• Must meet IRS e-file suitability requirements as defined by IRS Publication 3112
• Willingness to work an irregular schedule as business needs require
• Preferred: experience leading geographically dispersed or virtual teams
• Preferred: experience in tax preparation, accounting, financial services, or a professional services environment
• Preferred: experience scaling a team or operating model through multiple stages of growth
• Preferred: experience using workforce, productivity, quality, and client experience metrics to drive performance
• Preferred: experience partnering cross-functionally to implement new processes, tools, or technologies

Core Competencies

Demonstrates strong leadership in managing the Remote Tax Pro program, focusing on team development, client relationship management, and operational efficiency. Proficient in analyzing data to drive performance and ensure high-quality service delivery.

Highest-signal resume keywords

• Program Leadership
• Client Relationship Management
• Data Analysis
• Team Development
• Cross-Functional Collaboration

Hard Skills

• Data Interpretation
• Performance Management
• SOP Creation
• Financial Oversight
• Tax Preparation
• Accounting
• Workforce Metrics
• Productivity Metrics
• Quality Metrics
• Client Experience Metrics

Soft Skills

• Analytical Skills
• Critical Thinking
• Problem-Solving
• Interpersonal Skills
• Emotional Intelligence

Certifications & Qualifications

• IRS E-File Suitability

Industry Keywords

• Remote Services
• Professional Services
• Financial Services
• Talent Development
• Client Experience

Tools & Technologies

• Windows-Based Computer Systems