Remote Tax Office Manager
Department: Tax & Finance
Employment Type: Seasonal - Full Time
Location: HQ
Reporting To: Ebonie Graves
Description: 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
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
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.
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.
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
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