Remote Tax Office Manager

Polished Talent Group • Dallas, TX

22h • Remote

About The Position

Polished Talent Group is seeking experienced tax professionals to oversee remote tax preparation operations for the upcoming tax season. This is a remote, commission-based independent contractor position for individuals with an active IRS Electronic Filing Identification Number (EFIN), or who are eligible and willing to apply for and obtain one before beginning activities that require it. The Tax Office Manager supports tax preparation operations, maintains professional and compliance standards, assists with client service, and may oversee a team of tax preparers.

The role also involves building, managing, and growing a tax business as an ERO Partner. This includes developing a client portfolio, recruiting and supporting tax preparers, managing daily business operations, maintaining compliance and quality standards, and delivering a professional client experience. Contractors manage their own schedules while meeting client service expectations, filing deadlines, compliance requirements, and operational responsibilities.

Compensation is commission-based, with no guaranteed hourly wage or salary. Earnings depend on production, client volume, completed returns, and other applicable factors; specific terms are provided to qualified candidates before acceptance of the contractor agreement. Qualified contractors receive access to tax preparation software, operational and preparer support, compliance and due diligence resources, training and continuing tax education, workflow guidance, and marketing and client development guidance.

Applicants are not required to purchase a franchise or pay a fee to apply. EFIN approval is determined by the IRS and is not guaranteed by Polished Talent Group. Applicants without an EFIN must obtain applicable IRS approval before performing activities that require one.

Requirements

• An active EFIN or the ability to apply for and obtain IRS approval before performing activities that require an EFIN.
• 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.

Nice To Haves

• Tax preparation, tax office, or team leadership experience.

Responsibilities

• Oversee day-to-day remote tax preparation operations and manage daily operations of the tax business.
• Prepare and/or review individual federal and state income tax returns.
• Support tax preparers with workflow, operational questions, and guidance throughout tax season.
• Monitor return accuracy, documentation, completion, submitted returns, and funded return activity.
• Maintain secure and confidential taxpayer information and follow security procedures.
• Follow IRS guidelines, due diligence requirements, electronic filing requirements, and professional standards.
• Communicate professionally with clients and tax preparers and maintain organized client and tax preparation records.
• Build and maintain a personal tax client portfolio and develop strategies to attract clients and increase return volume.
• Promote the tax business through marketing, networking, and community engagement; identify opportunities to expand services and revenue.
• Create plans for long-term business growth and client retention.
• Recruit and build a team of tax preparers; provide leadership, guidance, and support.
• Help preparers understand business expectations, client service standards, and performance goals; monitor team progress and support them in reaching goals.
• Create a positive team culture focused on growth, accountability, and success.
• Ensure client documentation is collected and maintained properly and maintain organization and communication with the team and clients.
• Promote accurate and ethical tax preparation practices and stay informed about tax updates, training requirements, and industry changes.
• Deliver excellent customer service, educate clients throughout the tax preparation process, and build lasting relationships that encourage repeat business and referrals.
• Represent the tax business and Polished Financial professionally.
• Take ownership of business goals, growth, and results, and use provided tools, training, and resources to support success.
• Participate in required operational and compliance training and ensure filing deadlines and internal procedures are followed.
• Continue developing as a tax professional, leader, and business owner.

What This Job Offers

• Career Level: Manager
• Education Level: No Education Listed