Manager, Remote Tax Strategist Program

Overview

This role leads the Remote Tax Pro (RTP) program, ensuring its success and long-term sustainability. The Manager partners cross-functionally with sponsors, support teams, and stakeholders to enhance the program’s capacity and capabilities, with a focus on customer experience and a smooth transition for clients moving from in-office to remote services.

Responsibilities

• Provide direct leadership for the RTP program and associates, including:
  • hiring
  • ongoing talent development
  • individual and program output
  • bench planning
  • compensation reviews
  • recognition and performance management
• Oversee creation of program procedures and ensure SOP adherence.
• Provide regular reporting on program performance and financial oversight.
• Steward the RTP program by:
  • overseeing SOP adherence
  • generating regular program performance reporting
  • maintaining financial oversight
• Build a strong understanding of the RTP clientele and ensure SOP design, service delivery, and ongoing feedback loops consistently meet client expectations.
• Serve as an advocate and liaison for Roll Up offices, ensuring consistent program participation by each office.
• Proactively identify opportunities to expand program scope and service types.
• Work with support partners to regularly forecast program viability and risks.
• Identify, obtain, and organize necessary resources to maintain program operations.
• Execute against the assigned Short Range Plan and/or performance targets, ensuring program efficacy and labor efficiency.
• Manage calculation of incentive payments.
• Verify and document RTP program results, progress, and setbacks.
• Act as a brand ambassador for the program to internal and external stakeholders.
• Complete other tasks necessary to harden and advance the RTP program.

Required Qualifications

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 8 years minimum related work experience
• Proven ability to hire, coach, develop, and lead high-performing teams, including developing new or emerging people leaders
• Strong analytical, critical-thinking, and problem-solving skills, with the ability to interpret operational, workforce, financial, and client experience data
• Demonstrated ability to manage multiple priorities, lead change, and meet deadlines in a fast-paced, evolving environment
• Advanced communication, interpersonal, facilitation, and relationship-building skills, with the ability to collaborate across all levels of the organization
• Demonstrated emotional intelligence and ability to foster accountability, engagement, inclusion, and continuous improvement
• Strong client relationship skills and commitment to delivering an accurate, timely, and consistent client experience
• Proficiency with Windows-based computer systems and strong aptitude for learning and applying technology in a business environment
• Must meet IRS e-file suitability requirements as defined by IRS Publication 3112 and be willing to work an irregular schedule as business needs require

Preferred Qualifications

• Experience leading geographically dispersed or virtual teams
• Experience in tax preparation, accounting, financial services, or a professional services environment
• Experience scaling a team or operating model through multiple stages of growth
• Experience using workforce, productivity, quality, and client experience metrics to drive performance
• Experience partnering cross-functionally to implement new processes, tools, or technologies

Compensation & Benefits

• Pay range: $101,200.00 - $161,900.00/Yr.
• Local minimum wage laws apply.
• Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.
• Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage.
• Eligible associates can participate in the 401(k) Plan, Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
• Associates are automatically enrolled in Business Travel Accident Insurance.
• Associates receive Associate Tax Prep benefit.

Location

Remote