Tax Office Manager

Job Type: Full-timeSalary: $75,000.00 - $85,000.00Job Summary: The Tax Office Manager is responsible for overseeing the support and delivery of audit and tax client services, managing procurement of office supplies, and addressing in-office operational needs. This role involves supervising a team of two operations members, fostering team development, and promoting a positive team environment. The Manager acts as the spokesperson for the Production Team within the Firm.Key Responsibilities:Management of Client Deliverables:Lead the annual engagement letter and tax organizer processes.Coordinate tax season preparation, including researching and implementing new procedures.Oversee the compilation and delivery of tax returns and the final production of client financial statements and related documents.Manage workflow in the Production Team, assigning tasks such as typing, assembly, copying, and scanning.Monitor the document tracking system to ensure timely delivery of client deliverables.Communicate deadlines and workload conflicts to the Tax Principal to maintain timely completion of work.E-file tax returns and resolve any rejection issues; distribute pending E-file reports.Handle the E-filing of forms W-2, W-3, 1096, and 1099, and manage payroll form submissions to states.Management of Production Team and Workload:Provide assistance and guidance to production staff, ensuring work accuracy through proofreading.Maintain a list of year-round projects for production staff.Offer training and updates to the team.Generate reports from various programs to track task status and distribute tax return reports for rollovers and organizers to partners.Order IRS and Accountability payroll forms.Reconcile Guernsey invoices and submit them to the Controller.Participate in the interview process for new production staff, including resume reviews and candidate interviews.Approve PTO requests while ensuring adequate coverage.Minimum Qualifications:High school diploma required; Bachelor's degree in Business Administration or a related field preferred.At least five years of relevant experience in managing people and projects.Experience in a CPA, law firm, or other professional services environment is required.Skills and Abilities:Proficiency in MS Office programs, including Outlook, Word, and Excel, as well as PDF tools.Excellent proofreading, grammar, organizational skills, and attention to detail.Ability to manage multiple tasks and prioritize effectively to meet deadlines.Strong interpersonal skills with a commitment to confidentiality and professionalism.Friendly, respectful, and positive team player.Physical Requirements:Prolonged periods of sitting at a desk and working on a computer.Occasional lifting of boxes and paperwork up to 25 pounds.Benefits:401(k) and matchingDental and health insuranceFlexible spending account and health savings accountLife insurancePaid time offReferral programRetirement planTuition reimbursementLocation: Alexandria, VA 22312 (Relocation required before starting work)This position requires an in-person presence in the office.Equal Opportunity Employer/Veterans/Disabled?To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:?? The California Fair Chance Act Los Angeles City Fair Chance Ordinance? Los Angeles County Fair Chance Ordinance for Employers? San Francisco Fair Chance Ordinance?

Created: 2024-11-09