Manager

 

A unique opportunity to be a part of tax practice focused on values driven clients, where even high-level staff have work-life balance all year round.

ABOUT KEY FIGURES:

Key Figures is a worker-owned and operated cooperative staffed by a small team of skilled professionals, growing at a deliberate pace. As part of our commitment to internal equity and work-life balance, all staff are paid hourly regardless of title, and overtime is rarely necessary. Together, we strive to provide high-quality services for our clients, and sustainable, rewarding, long-term careers for our staff. Key Figures works remotely with small and medium sized cooperative businesses and non-profits across the United States, providing bookkeeping, tax preparation, and financial management expertise. Key Figures provides a unique opportunity to establish a fulfilling career, to be part of shaping and growing a company, and to become an owner in that company if you would like to. Folks with an independent spirit who love being part of a team will be a great fit.

In our most recent staff survey 100% of Key Figures’ staff indicated they want to still be working here in five years.

 

ROLE SUMMARY

As our Tax Practice Manager, you will provide federal and state tax preparation, and tax consulting primarily to small businesses and non-profits across the US. You will collaborate with your colleagues in our Tax Department on complex issues, and work with the Tax Team to provide tax related support and internal consulting to our Bookkeeping Department staff.

You will manage our tax team, currently two positions with plans to grow, and coordinate assistance from our bookkeeping department as needed. You will be the champion of process improvements that enhance efficiency and service delivery, contributing to critical decisions regarding the development of the Tax Department, its policies and procedures, in collaboration with the Director of Operations and Tax Team staff.

At Key Figures, we are committed to work life balance for all staff, including during the height of the tax season, in addition to our commitment to excellent customer service for our clients. These commitments require great planning, and the Tax Practice Manager will be responsible for executing our developed systems for maintaining good workflow and work-life balance.

 

WHAT YOU’LL DO

Project & Systems Management

Project manage our book of tax work, ensuring key deadlines are met, client expectations are effectively managed, and quality standards are maintained
Monitor client satisfaction; take lead on resolving customer service issues
Coordinate with leadership from other departments to ensure excellent service continuity for our clients
Support colleagues preparing potential client proposals and contribute to pricing models and systems for evaluating client needs
Review and submit client billing for processing
Contribute to development and continuous improvement of Tax Department workflows, procedures, and policies
Support the Director of Operations with other projects and assistance as needed

Staff Supervision

Manage Tax Team workload and capacity; coordinate staffing and assignments across clients and projects
Provide leadership to the tax team, evaluate professional development needs and identify learning opportunities for tax department staff; mentor junior staff, offering guidance and technical expertise
Evaluate tax department staff, providing regular feedback as well as annual performance reviews
Participate in Hiring of new Tax Department Staff

Client Services

Prepare and file federal, state, and local income tax and information returns of all complexity levels on behalf of businesses and tax-exempt entities
Assess client filing and compliance requirements
Review returns and other work product prepared by other Tax Department staff for accuracy and completion
Interface with federal, state and local taxing authorities as required
Meet with clients and provide tax consulting services of all complexity levels
Understand and research tax concepts of all complexity levels and their application to client situations
Keep up to date on tax developments, which may include attending conferences online and/or in person

Compliance

Manage licensures, registrations and compliance with requirements to maintain our status as a tax preparing entity, including annual PTIN and FIRE account renewals
Maintain departmental compliance with WISP and make recommendations to ensure our cybersecurity procedures are in line with requirements

WHAT TO BRING

Ability to produce high quality work with exceptional attention to detail
Self-motivated and willing to take initiative in solving problems and learning new skills
Capable of working independently with minimal oversight
Ability to work cooperatively with others and value other staff’s contributions
Strong organization and follow-up skills including the ability to handle competing priorities and meet all deadlines and commitments
Excellent verbal and written communication skills
Ability to identify sensitive or timely issues and facilitate communications in a proactive manner to avoid surprises
Tech savvy and adept at working in a remote, paperless environment
Strong work ethic and professionalism

Minimum Qualifications:

Minimum of 5 years’ experience in a position primarily focused on business tax preparation
Experience reviewing income tax returns
Experience with accounting software, especially QuickBooks Online and/or Xero
Strong proficiency with Microsoft Suite, particularly Excel
Current and valid Enrolled Agent or CPA license

Preferred Qualifications:

Experience supervising staff
Project Management training and/or experience
Significant experience preparing 1120-C and/or 990 Series returns
Experience preparing returns in Intuit ProConnect Tax Online
Experience working in a fully remote position

WHAT YOU GET

Fully remote 35-40 hour work week with significant flexibility and ability to set your own schedule, though substantial availability during normal business hours and responsiveness to colleagues is a must. Opportunity to work as part of a supportive team, in a company invested in participatory management, professional growth, and work-life balance.

Compensation:

$50-58/hr depending on experience and other qualifications

Benefits:

·      Health, dental and vision coverage

·      Paid time off

·      401(k) with employer contribution

·      Employer-paid long- and short-term disability insurance

·      Voluntary Benefits: Life/AD&D, Critical and Accident

·      Employee Assistance Program

·      Ownership and profit-sharing opportunity

·      Paid (and encouraged!) professional development opportunities

TO APPLY:

Submit resume, cover letter, and at least three professional references (including 2 direct supervisors) to admin@keyfigures.coop

National background checks will be conducted on new hires.