Associate Manager, Virtual Tax

Overview

This role involves leading a team of Virtual Tax Professionals in a fully remote environment. The Associate Manager, Virtual Tax provides day-to-day leadership, coaching, and operational oversight to ensure exceptional client experiences, quality tax preparation, productivity, and business results. The position requires close collaboration with district managers, cross-functional leaders, and support teams to execute tax preparation strategies, develop associates, maintain operational excellence, and drive continuous improvement in virtual tax operations.

Responsibilities

• Lead, coach, and develop a team of Virtual Tax Professionals through performance management, career development, and ongoing coaching
• Foster a positive, high-performing virtual work environment by recognizing success and addressing performance concerns
• Manage daily operations including staffing, workload distribution, productivity, service levels, and key performance metrics
• Ensure timely and accurate tax return preparation and client deliverables while maintaining strong tax law and procedural expertise
• Resolve escalated client concerns and drive continuous improvements to client satisfaction
• Ensure compliance with tax regulations, quality standards, company policies, certifications, and required training
• Provide guidance and support on complex tax situations and quality review efforts
• Support recruiting, interviewing, hiring, onboarding, and workforce planning for peak and non-peak seasons
• Identify and implement process improvements in partnership with technology, operations, and training teams to enhance virtual tax workflows
• Support testing, adoption, and implementation of new tools, programs, and business initiatives while driving accountability to operational goals

Required Qualifications

• Minimum 3 years of tax preparation experience
• At least 2 years of leadership, coaching, or management experience
• Strong understanding of individual income tax preparation and IRS regulations
• Excellent communication, organizational, and problem-solving skills
• Ability to lead and motivate employees in a virtual environment
• Proficiency with Microsoft Teams, Outlook, Excel, and digital collaboration tools
• Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Enrolled Agent (EA), CPA, or other advanced tax credentials
• Experience leading remote or virtual teams
• Experience managing productivity, quality, and client satisfaction metrics
• Prior experience in retail, virtual tax preparation, or client service operations

Compensation & Benefits

• Salary range: $62,800.00 - $94,200.00 per year (subject to local minimum wage laws and individual factors such as experience, education, skill, performance, and work location)
• Eligibility to participate in incentive compensation or short-term incentive plans
• Medical and prescription drug coverage options for associates and eligible dependents
• Retirement Savings Plan (401(k))
• Employee Assistance Program
• Virtual fitness center programs
• Associate discount program
• Business Travel Accident Insurance
• Associate Tax Preparation benefit

Location

This is a fully remote position supporting virtual tax operations.