Tax Production Manager Job at DRDA, PLLC
Duties and Responsibilities (Essential Functions):
- Provide and manage excellent customer service
- Responsible for managing production workflow
- Direct seasonal tax administration staff as needed
- Identify problems, propose and implement solutions to firm and client related matters
- Maintain and improve workflow procedures as needed
- Train and mentor staff with workflow
- Evaluate production administrative staff as directed by partner or manager
- Manage compliance with firm quality control procedure in workflow administration
- Be a reliable team player
- Support all levels of personnel
- Assist with special projects as needed
Job Responsibilities
- Set up and Assign Projects
- Scan documents
- Assemble tax returns
- Run weekly project reports
- Run monthly extension reports
- Ensure timely filing of tax returns and extensions
- E-file extensions and tax returns
- Set-up and maintain client portals
- Order annual payroll and informational forms
- Develop ways to improve utilization, realization and efficiencies in workflow administration of firm
- Meet utilization and realization standards personally and for managed staff
- Perform special projects on request
Technical Skills
- Be proficient in Microsoft Office Suite, Adobe, Practice CS, GoFileRoom, NetClient CS, and e-signature
- Basic knowledge of UltraTax
- Possess basic typing skills
- Have strong organizational skills
- Basic knowledge of tax laws and filing requirements of all forms
- Sound understanding of firm purpose, brand promise and core values
- Sound understanding of business of accounting rather than practice of accounting
- Develop an understanding of all of DRDA services
Qualifications
- 3+ years Tax prep experience
To apply, please email PDF resumes
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