Assistant Client Manager , Tax Preparer, EA or CPA

Job description

If you are all about work/life balance and a permanent work from home setup, then this is the position for you!

Tax Prose takes great pride in providing tax planning, tax preparation, and tax resolution to our clients with an unparalleled degree of personal service. We aspire to exceed expectations and redefine what a tax firm can be. Our award-winning service is what sets us apart. Integrity is our core value. Our first consideration is "what is best for our clients".

To learn more about us, please visit out website - https://www.incometaxprose.com...

Salary: (depending on Experience)  starts at $27.00 USD per hour

Experience: 4+ years of Client Care and Tax Experience.

Training: In-depth training provided and potential for career development.

Hours: Part time during Firm hours of operation . Monday through Friday 8am - 6pm. Flexibility. Pre arrange any deviation from committed schedule with Senior Client Manger or CEO 

Equipment: Equipment Allowance

Location: Permanent Work from home.

Start Date: Immediate job opening.

Job Summary:

As the Assistant Client Manager / Team leader, you will be responsible for overseeing the clients (tax and accounting), with a focus on ensuring the timely and accurate delivery of tax returns, financial statements, and reporting. Additionally, you will be answering all incoming calls, web contact forms, portal messages and emails. You will be apart of the client facing team that handles communication for the firm.

Tasks & Responsibilities:

• Looks after Clients.
• Assist in Production - Complete Bookkeeping/Tax Returns 
• Manage communications
• Build and manage client relationships
• Assist in meeting daily KPI for sales
• Responds quickly to client and prospect communications
• Sits with the Senior Client Manager on some sales meetings to double back the meeting.
• Takes all traffic from clients, and return queries for example.
• Good interpersonal skills, good people skills, ability to get along with a wide range of people.
• Execute Sales PlayBook for small businesses.
• Connect with clients.
• Connect with team.
• Learns how to manage clients and manage team members from the Senior Client Manager or CEO
• Assists in how to hire staff members, provide employee performance feedback., and remove staff when needed.
• Demonstrates delegation skills.
• Demonstrates leadership skills.
• Learns how to conduct sales meetings.
• Learns tax, technical or product knowledge from Team Leader.
• Manages a small portfolio of fees and growing.
• Upsell and Cross Sell - offering products.
• Coached and Mentored by Senior Client Manager and the Team Leader.

Specific Roles:

• Win new clients.
• Nurture current clients
• Use technology.
• Meetings with clients over Zoom
• Meetings with prospects
• Data management is vital to keep track
• Monitor and follow up with team to ensure work is progressing in a timely manner

Software Knowledge: (desirable, but not essential

ProConnect

Tax Dome 

Xero

QBO 

Google Workspace

About you:

• A positive attitude and willingness to be trained and mentored.
• Well spoken.
• People person.
• Enjoy sharing your knowledge and experience by providing support to other team members.
• Formal accounting, tax and bookkeeping qualifications.
• Strong attention to detail and ability to problem solve.
• Must be motivated, proactive, and persistent.
• Willingness to learn and embrace technology.
• Excellent communication skills.
• Great Work Ethic.
• Problem solving and critical thinking skills a must.
• Strong communication skills verbally and written.
• Leader.
• Extensive knowledge and experience in Tax.
• Be able to dedicate at least 15 hours per week exclusively to our firm.
• Part-Time or Full-Time.

What we can offer you:

• A competitive salary.
• Direct hire.
• 5 days of holidays.
• A great working environment.
• Training and career growth.

Performance Appraisals:

You will have a 6 monthly performance review, identifying your strengths and area for improvement. Salary will be formally reviewed annually along with the opportunity for you to provide feedback to improve your position and the firm.

If you are a committed, hard-working person who is seeking work-life balance, then please Apply Now!

About Tax Prose

Tax Prose Inc. is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Job Types: Full-time, Part-time

Benefits:

• 401(k) matching
• Cell phone reimbursement
• Flexible schedule
• Work from home

Experience level:

• 4 years

Travel requirement:

• No travel

Experience:

• Tax: 4 years (Required)

Work Location: Remote

Occasional in person time with other remote from home employees in your local area