Manager, Remote Tax Strategist Program

As part of the CPA Roll-Up strategy, the Remote Tax Strategist Program Manager leads the Remote Tax Pro (RTP) program, ensuring its success and long-term sustainability.

The Manager works cross-functionally with sponsors, support teams, and stakeholders to enhance the program’s capacity and capabilities.

With a strong focus on customer experience, this role ensures a smooth client transition from in-office to remote services, delivering consistent, high-quality support to both internal and external clients.

Day to Day you'll...

• provide direct leadership for the RTP program and associates including but not limited to hiring, on-going talent development, individual and program output, bench planning, compensation reviews, recognition and performance management.
• oversee creation and SOP adherence, regular reporting of program performance, and financial oversight.
• act as a strong steward of the RTP program. Provide oversight for SOP adherence. Generate regular reporting of program performance and provide financial oversight.
• build a strong understanding of the RTP clientele and ensure SOP design, service delivery and on-going feedback loop consistently meet client expectations.
• be an effective RTP program advocate and liaison for Roll Up offices. Ensure consistent program participation by each office.
• proactively identify opportunities for program scope and service type expansion.
• work with support partners to forecast program viability and risks on a regular basis.
• identify, obtain, and organize necessary resources to maintain the RTP program’s operation.
• execute against the assigned Short Range Plan and/or performance targets for the RTP program, ensuring program efficacy and labor efficiency. Manage calculation of incentive payments.
• chronically verify and document RTP program results, progress, and setbacks. Act as the brand ambassador for the program to internal and external stakeholders. complete all other tasks necessary to harden and advance the RTP program.
• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 8 years minimum related work experience
• Proven ability to hire, coach, develop, and lead high-performing teams, including developing new or emerging people leaders