Tax Office Manager

• 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 applicable 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 applicable filing deadlines and internal procedures are followed
• Build and maintain a personal tax client portfolio
• Develop strategies to attract new clients and increase tax return volume
• Promote the tax business through marketing, networking, and community engagement
• Identify opportunities to expand services and increase revenue
• Create plans for long-term business growth and client retention
• Recruit and build a team of tax preparers
• Provide leadership, guidance, and support throughout tax season
• Manage daily tax business operations and client workflow
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Follow IRS guidelines, due diligence requirements, and professional standards
• Promote accurate and ethical tax preparation practices
• Deliver excellent customer service and build lasting client relationships
• Educate clients throughout the tax preparation process
• Take ownership of business goals, growth, and results

Requirements

• 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

Core Competencies

Demonstrates expertise in tax preparation and compliance, with a strong focus on client relationship management and operational efficiency. Proven ability to lead a team, ensure adherence to IRS guidelines, and drive business growth through strategic client engagement.

Highest-signal resume keywords

• Tax Preparation
• Client Relationship Management
• IRS Compliance
• Team Leadership
• Operational Efficiency

Hard Skills

• Federal Income Tax Returns
• State Income Tax Returns
• Tax Documentation
• Due Diligence Requirements
• Tax Business Operations
• Client Workflow Management
• Tax Return Accuracy Monitoring
• Client Portfolio Management
• Business Growth Strategies
• Revenue Expansion

Soft Skills

• Strong Communication Skills
• Organizational Skills
• Attention to Detail
• Professionalism
• Customer Service

Certifications & Qualifications

• Active EFIN
• Valid PTIN

Industry Keywords

• IRS Guidelines
• Tax Preparation Practices
• Confidential Taxpayer Information
• Operational Training
• Client Retention

Tools & Technologies

• Secure Tax Software
• Electronic Filing Systems
• Remote Communication Tools