SumBridge is hiring a Senior Tax Preparer/Tax Manager to join our client’s rapidly growing firm. This position is fully remote and part-time. (30-40 hours during tax season and in off season time would be 10-15 hours a week.) This is an ideal role for someone looking for flexibility without giving up interesting and fulfilling work. Our client firm has a progressive approach providing ongoing learning and development, offering professional development opportunities while working with cutting-edge technologies and processes. This firm provides comprehensive services ranging from business licensing, monthly bookkeeping, payroll, and tax and advisory services.
Responsibilities:
- Conduct quality reviews of tax returns prepared by Enrolled Agents to ensure the highest standard of service.
- Manage the tax department in close collaboration with operations, playing a key role in documenting SOPs, processes, and procedures.
- Oversee the work of new Enrolled Agents (EAs), providing constructive feedback and training as needed.
- Foster excellent client relationships through meetings and consistent communication. High levels of customer service are essential.
- Ensure adherence to team and client deadlines.
- Sign off on tax returns and necessary tax-related documents/forms.
- Engage in light tax resolution activities, including acquiring transcripts, and mediating between the client and the IRS when required.
Requirements:
- Bachelor's degree in Accounting or a related field
- CPA or EA certification preferred
- At least 7 years of experience in tax preparation and planning, with managerial experience being a plus.
- Demonstrated experience in tax return preparation and review.
- Strong interpersonal skills with an ability to communicate complex tax concepts in layman's terms.
- Strong attention to detail and accuracy
- Ability to work independently and as part of a team
- Demonstrated history of problem-solving and critical thinking
- Commitment to customer service excellence.