Remote Tax Office Manager

Remote Tax Office Manager

Position Overview

Polished Talent Group is seeking experienced tax professionals to oversee remote tax preparation operations for the upcoming tax season. This is a remote, commission-based independent contractor position designed for individuals who have an active IRS Electronic Filing Identification Number (EFIN) or are eligible and willing to apply for and obtain one before beginning applicable electronic filing activities. The Tax Office Manager will support tax preparation operations, maintain professional and compliance standards, assist with client service, and may oversee a team of tax preparers.

Responsibilities

• Oversee day-to-day remote tax preparation operations
• Prepare and/or review individual federal and state income tax returns
• Support tax preparers with workflow and operational questions
• Monitor return accuracy, documentation, and completion
• Maintain secure and confidential taxpayer information
• Follow applicable IRS due diligence and electronic filing requirements
• Communicate professionally with clients and tax preparers
• Maintain organized client and tax preparation records
• Assist with developing and maintaining client relationships
• Participate in required operational and compliance training
• Ensure applicable filing deadlines and internal procedures are followed

Qualifications

Qualified candidates should have:

• An active EFIN or the ability to apply for and obtain IRS approval
• A valid PTIN when personally preparing federal tax returns for compensation
• Strong communication and organizational skills
• Ability to work independently in a remote environment
• Reliable computer and internet access
• Ability to protect confidential taxpayer information
• Strong attention to detail and professionalism
• Tax preparation, tax office, or team leadership experience preferred

Work Arrangement

This position is fully remote and structured as an independent contractor engagement. Contractors are responsible for managing their schedules while meeting applicable client service expectations, filing deadlines, compliance requirements, and operational responsibilities.

Compensation

This is a commission-based independent contractor position. There is no guaranteed hourly wage or salary. Compensation is based on completed tax preparation services and the applicable commission structure. Actual earnings vary based on production, client volume, completed returns, and other applicable factors. Specific compensation terms will be provided to qualified candidates before acceptance of the contractor agreement.

Support & Resources

Qualified contractors receive access to resources designed to support tax preparation operations, including:

• Professional tax preparation software
• Tax season operational support
• Tax compliance and due diligence resources
• Training and continuing tax education
• Workflow guidance
• Tax preparer support resources
• Marketing and client development guidance

Important Information

This posting is for an active independent contractor tax services role. Applicants are not required to purchase a franchise or pay a fee to submit an application. EFIN approval is determined by the IRS and is not guaranteed by Polished Talent Group. Applicants who do not currently have an EFIN must obtain applicable IRS approval before performing activities that require an EFIN. Polished Talent Group is seeking professional, dependable individuals who are committed to providing accurate tax preparation services and maintaining applicable tax industry standards.

Key Responsibilities

As an ERO Partner, you will be responsible for building, managing, and growing your tax business while delivering a professional client experience.

Business Growth & Development

• Build and maintain your personal tax client portfolio

• Develop strategies to attract new clients and increase tax return volume
• Promote your tax business through marketing, networking, and community engagement
• Identify opportunities to expand services and increase revenue
• Create a plan for long-term business growth and client retention

Team Building & Leadership

• Recruit and build a team of motivated tax preparers

• Provide leadership, guidance, and support throughout tax season
• Help preparers understand business expectations, client service standards, and performance goals
• Create a positive team culture focused on growth, accountability, and success
• Monitor team progress and support preparers in reaching their goals

Tax Operations Management

• Manage daily operations of your tax business

• Oversee client workflow and tax season processes
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Maintain organization and communication with your team and clients

Compliance & Quality Standards

• Follow IRS guidelines, due diligence requirements, and professional standards

• Promote accurate and ethical tax preparation practices
• Maintain proper client records and documentation
• Protect confidential taxpayer information and follow security procedures
• Stay informed on tax updates, training requirements, and industry changes

Client Experience

• Deliver excellent customer service and build lasting client relationships

• Educate clients throughout the tax preparation process
• Create a trusted experience that encourages repeat customers and referrals
• Represent your tax business and Polished Financial with professionalism

Entrepreneurial Mindset

• Take ownership of your goals, growth, and results

• Use provided tools, training, and resources to maximize your success
• Continue developing as a tax professional, leader, and business owner