***RECRUITERS, PLEASE DO NOT CONTACT***
POSITION SUMMARY The Client Service & Tax Operations Manager will oversee client communications, workflow management, tax return administration, onboarding, billing coordination, and practice operations. This individual will play a critical role in ensuring a smooth client experience while helping the firm operate efficiently throughout the year and during tax season.The ideal candidate has prior experience working in a CPA firm and understands tax workflows, deadlines, notices, and client service expectations.
KEY RESPONSIBILITIES
CLIENT SERVICE
Serve as the primary point of contact for clients
Manage client communications and follow-up requests
Coordinate onboarding of new clients
Assist clients with portal access, e-signatures, and document uploads
Maintain an exceptional client experience
TAX OPERATIONS
Monitor and manage tax return workflows
Track deadlines, extensions, organizers, and return status
Coordinate document collection and information requests
Process e-file authorizations and engagement letters
Assist with IRS and state tax notices
Support tax planning and project scheduling
PRACTICE MANAGEMENT
Maintain TaxDome and workflow systems
Coordinate tax season projects and deadlines
Monitor practice dashboards and job statuses
Assist with billing, collections, and invoicing
Help improve and document firm procedures
Identify opportunities to increase operational efficiency
ADMINISTRATIVE SUPPORT
Manage incoming phone calls and emails
Maintain client records and document management systems
Coordinate meetings and scheduling
Support firm-wide initiatives and special projects
Qualifications
Required
3-5+ years of experience in a CPA firm, tax practice, or accounting office
Strong understanding of tax return workflows (1040, 1120S, 1065)
Experience managing client communications
Excellent organizational and project management skills
Strong attention to detail
Professional written and verbal communication skills
Ability to manage multiple priorities and deadlines
Preferred
Experience with TaxDome or similar practice management software
Familiarity with IRS and state tax notices
Experience with billing and collections
Basic bookkeeping knowledge
Experience leading or coordinating administrative teams
Ideal Candidate
You are:
Highly organized and proactive
Comfortable working independently
Calm under pressure during busy seasons
Client-focused and service-oriented
Technology-savvy
A natural problem solver
Able to anticipate needs before issues arise
You enjoy creating order, improving processes, and helping a growing firm operate at a high level.
Compensation & Benefits
Competitive salary, depending on experience
Additional benefits may include:
Paid time off
Paid holidays
Flexible work arrangements
Professional development opportunities
Performance bonuses
Retirement plan participation
Why Join Us?
This is more than an administrative role. We are looking for a trusted operations partner who will help shape the next stage of growth for our firm. The right candidate will become a key member of our leadership team and have a direct impact on client satisfaction, efficiency, and firm success.
To Apply: Please submit your resume along with a brief summary of your experience working in a CPA or tax practice environment.
