Job Description

As the Tax Operations Manager, you will oversee all tax returns filed by our Academy students during the tax season. In this role, you will ensure that every return meets compliance standards, guide students through the e-filing process, and manage the payment processes for students based on completed tax returns. You will also be responsible for building and leading a support team to assist students with tax questions, product navigation, and operational challenges. This role is ideal for someone with strong tax knowledge, hands-on experience with TaxWise software, and a background in operations and team management.

Responsibilities

• Oversee and review all tax returns filed by Academy students, ensuring accuracy and compliance with tax regulations.
• Provide guidance and support to Academy students, answering tax-related questions and helping them navigate our platform and TaxWise software.
• Manage the process of tracking and paying Academy students for each tax return they complete, ensuring accurate record-keeping and timely payouts.
• Train and manage a support staff to assist in reviewing tax returns, resolving e-filing issues, and providing overall support to students.
• Create detailed documentation, processes, and training materials to support students and the operations team. Host live sessions and provide resources to help students navigate filing and e-filing processes efficiently.
• Use Excel and basic accounting skills to track completed tax returns and manage financial data related to student payouts.
• Continuously improve the tax return review and payout process, identifying bottlenecks, training gaps, and areas for efficiency.
• Assist Academy students with e-filing challenges, ensuring that all submissions meet IRS requirements and addressing any issues related to the filing process.

Qualifications

• Extensive knowledge of tax preparation and the ability to review tax returns for compliance and accuracy. Experience with individual and small business tax returns is a plus.
• Proficiency with TaxWise software, with experience managing tax returns and filing processes.
• Strong proficiency in Excel for managing data, tracking completed returns, and handling payouts. Experience with accounting principles to ensure accurate payment processing.
• Demonstrated ability to train, manage, and motivate a team, with experience in operations or management.
• Strong communication skills to effectively provide guidance, training, and support to Academy students, both through written materials and live sessions.
• Ability to identify issues related to tax preparation, filing, or operational workflows and resolve them in a timely and effective manner.
• Experience in creating training materials, user guides, and operational workflows to ensure smooth processes and knowledge-sharing across teams.