Key ResponsibilitiesClient Relationships & Office Leadership
- Serve as the primary client contact for the Bloomingdale office
- Manage client expectations, timelines, and issue resolution
- Maintain a high standard of professionalism and client service
- Act as the day-to-day leader for the Bloomingdale location
Tax Workflow & Quality Control
- Oversee the full tax return lifecycle: intake → complete file → prep → review → delivery
- Review individual (1040) and selected business tax returns (1120S/1065)
- Prepare a limited number of returns as needed (not expected to prepare all returns)
- Coordinate extensions, tax notices, and follow-up items
- Enforce strict “complete file” requirements—returns do not enter prep until files are complete
Outsourced Prep Coordination
- Coordinate work with outsourced tax preparation partners
- Ensure clean, complete handoffs to preparers
- Review outsourced returns for accuracy, consistency, and compliance
- Triage technical questions and escalate issues as needed
Process & Systems
- Implement and follow standardized workflows, checklists, and deadlines
- Use practice management tools to track return status and follow-ups
- Identify workflow bottlenecks and recommend process improvements
- Collaborate with firm leadership on tax season planning and capacity management
Job Type: Full-time
Pay: $95,000.00 - $150,000.00 per year
Benefits:
- Health insurance
- Paid sick time
- Paid time off
- Retirement plan
Work Location: In person
