Tax Service Lead | Two Roads

Remote Position

Tax Service Lead

The Tax Service Lead is responsible for defining, refining, and managing the services offered by Two Roads, as well as servicing clients directly. A service lead should be thinking about maintaining a level of quality across all teams regardless of who is executing.

Why choose Two Roads?

  • Remote work - enjoy working from home
  • Flexibility – get work done when it fits into your schedule (while still being responsive to clients and teammates during normal business hours, and meeting deadlines)
  • Autonomy – self-starters rejoice! No micromanaging here.
  • Great Team Culture – teammates with a broad range of experience and skills that are willing to help with any questions you may have
  • Growth Potential – enjoy a culture where opportunities for excellence and efficiency come from all levels of the organization, which result in personal and professional growth.

Key Responsibilities:

The Work

  • Prepare federal and state income tax returns including forms 990, 1040, 1041, 1065,1120, and 1120S
  • Review, process, and file federal and state income tax returns
  • Supporting clients and bookkeepers on other tax related matters such as sales & use tax in multiple states, federal and state payroll taxes, entity formation, etc.
  • Communicate and help implement tax minimization strategies
  • Prepare entity and personal tax projections
  • Manage workflow and team/client assignment to ensure all returns are prepared and file

Define and Refine the Service Offering

  • Work with the Director of Sales and Director of Operations to organize and define the service offering, including pricing
  • Support the sales and onboarding processes as needed
  • Continually think of ways to improve service offering for clients, which includes working with Account Managers to understand the value to the clients
  • Possible participation in “strategy” sessions or other special meetings

Quality Control

  • Define and document Quality Control standards and means of measuring
  • Manage the Quality Control review process, taking responsibility for all reviews depending on the size of the service
  • Provide feedback to Team Leads on quality reviews

Team

  • Participate in the hiring process as needed (i.e. interviews, defining test criteria, etc)
  • Lead, manage, and hold accountable those on your team
  • Assist Team Lead or Director of Operations with personnel reviews or corrections

Subject Matter Expert

  • Be a Subject Matter Expert, supporting the team as needed, being available to answer questions or weigh-in on issues
  • Assist other providers of this service when questions arise
  • Work with the Systems Coordinator to establish best practices for teams to follow
  • Communicate pertinent compliance updates to the team as needed
  • Vet, test, and help implement software solutions to assist in the delivery of the service
  • Ultimately responsible for the timeliness and accuracy of filings
  • Define and communicate the timeline for deliverables

Client Service

  • Serve a number of clients directly, engendering trust and displaying strong communication skills.
  • Liaison with the IRS and/or other regulatory bodies.

Two Roads Team Members Are:

  • Responsive to clients and teammates Monday-Friday, 9am – 5pm EST via email and phone
  • Self-starters: They find the answer. They know how to get help when it’s needed
  • Able to work autonomously. We don’t micromanage
  • Committed to getting work done on time
  • Quick learners as it relates to new software
  • Friendly, helpful, and humble

Location Requirement:

Must be in Eastern or Central time zones

Our Interview Process:

A strong foundation is what makes an organization successful, and at Two Roads, every person on our team is that foundation. It’s for this reason that we strive, through all steps of the interview process, to ensure that every new team member aligns with our values and culture so it’s a win-win for everyone.

An Overview of Our Interview Process

  • Online Application
    • This application could take 1+ plus hours to complete and you can’t save as you go, so plan to complete this in 1 sitting.
    • You’ll need your resume handy in an electronic format.
    • You will be asked to record a video of yourself.
  • We will review your application and when we see a potentially great fit, we’ll follow up with an initial video interview.
  • Once we’ve discovered your values, goals, and vision align with ours, a second video interview will take place with your potential Team Lead and a team member, where you will have an opportunity to discover if we’d be the right fit for you.
  • At this point we’ll check references and if all of that checks out, a final video interview will take place with the upper management of Two Roads to answer any final questions either party may have to ensure a win-win.
  • We’ll then perform a background check, draft the offer letter, finalize details on start date, etc., and get started!
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