SumBridge is hiring a Senior Tax Preparer/Tax Manager to join our clients 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.
