CPA or EA_US Tax Lead and Client Manager

CPA or  Tax Lead and Client Manager

Thousand Oaks, CA, United States 4= Production

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 our website -  … Salary: (depending on Experience)

Experience:

4+ years of Client Care and Tax Experience. Training:
In-depth training provided and potential for career development.

Hours:

Full-time M-F 8-5 or Prearranged Schedule. Weekends during tax season In person at the office in Thousand Oaks

Job Summary: High communication with clients. You will be assigned a roster of clients and be their main point of contact. You will have a production team behind completing work, but you will need to be overlooking the workflow.

Key Responsibilities:

• Ensure all deadline and month-end tasks are met
• Heavy project management: tracking all tax tasks and reports and communicating with the team to ensure timely processing
• Implement daily huddle Zoom calls with the Tax dept during the busy season for questions and training.
• Create or update administrative forms and templates for clients or taxing authorities.
• Manage projects and deliverables for clients to ensure timely completion; coordinate workflow for efficiency
• Provide ongoing support and education to clients and internal support teams via video conferencing, phone, and email.
• 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 returns queries for example.
• Connect with clients.
• Connect with the 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 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 the Senior Client Manager and the Team Leader.

Specific Roles:

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

Software Knowledge:

• Microsoft.
• Hubspot
• Xero.
• Thompson Reuters.
• Tax Dome.

About you:

• CPA or EA required
• A positive attitude and willingness to be trained and mentored.
• Well-spoken.
• 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.
• Great Work Ethic.
• Problem-solving and critical thinking skills are a must.
• Strong communication skills verbal and written.
• Leader.
• Extensive knowledge and experience in Tax.
• Be able to dedicate at least 25 hours per week exclusively to our firm.
• Part-Time or Full-Time.

What we can offer you:

• 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!

Job Types: Full-time, Part-time

Benefits:

• Retirement Plan
• Cell phone reimbursement
• Will provide a list of all of the benefits
• 4 years

Schedule:

• 8-hour shift
• Monday to Friday
• Weekend availability
• There may be travel to tax conferences or other office locations. We have office locations in Southern CA and the Central Coast

Experience:

• Tax: 4 years (Required)

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.