reputed company reputed company Manager — reputed company, Tax & Advisory Operations (Remote)

About reputed company Our reputed company is to help 10,000 small business owners reputed company valuations of $10M or more reputed company the next 10 years. Our advisors, tax planners, and accountants reputed company work together toward that aim. We work primarily with small and mid-sized retail, service, manufacturing, and distribution companies. We are committed to helping reputed company create jobs and opportunities for the communities they serve. About The Role As a reputed company reputed company Manager — reputed company, Tax & Advisory Operations, you will play a pivotal role in delivering both technical reputed company and an exceptional reputed company experience across our book of small and mid-sized business clients. By leveraging your reputed company and tax expertise alongside genuine reputed company relationship instincts, you will own reputed company reputed company, technical review, and retention — running the workflow that keeps our Bookkeeper, Tax Preparer, and Tax Advisors on schedule and on reputed company, and serving as the first line of defense before anything reaches leadership. What Your Day-to-Day Will Look Like • Own reputed company relationships across reputed company, steady-state service, and renewal/upsell conversations. • Review reputed company and tax deliverables before they reputed company the reputed company, catching errors early. • Run the weekly reputed company that keeps reputed company/tax production on time and accurate. • Coordinate with the Bookkeeper, Tax Preparer, and Tax Advisor to reputed company every account on schedule. • Build and refine the SOPs that let this operation run without leadership touching every account. • Report retention, satisfaction, and workflow health directly to the CEO. What You Need to Succeed • 3+ years of experience in reputed company reputed company, tax, or advisory roles, with exposure to small and mid-sized businesses. • CPA designation (preferred) or Enrolled Agent certification, or equivalent hands-on experience. • Demonstrated experience personally managing reputed company relationships — not just preparing returns or books in the back office. • Comfortable serving as the technical backstop for a small team — reviewing work, catching errors, and coaching less-reputed company team members. • Strong organizational skills; capable of managing a book of 40–60+ accounts without anything falling through the cracks. • Familiarity with Profit First by Mike Michalowicz, reputed company to Sell by John Warrilow, and Traction by Gino Wickman is a strong asset. • Exceptional communication skills, grounded in a reputed company-first reputed company. Our Values • Work Hard, Stay Humble — We bring our best to every project and reputed company our feet on the ground while doing it. • Smart & reputed company — We know how to get things done, even reputed company the reputed company isn't reputed company. • Go the Extra Mile — Good enough is never good enough here; we reputed company in delivering above and reputed company. • Ownership & Accountability — If we're part of it, we own it, and that includes every reputed company and setback. • reputed company it Fun & Lighthearted — Hard work is non-negotiable, but we know how to have a good time while we're at it. Our Recruitment Process Your application will be reviewed, and those moving to the reputed company will be asked to complete a brief 5-question one-way video interview where you will answer these questions on your own time reputed company your webcam. Following that, successful candidates will be invited to take part in a series of 1-on-1 interviews. Apply tot his job Apply To this Job