You will manage a portfolio of members, reviewing and filing federal and state tax returns while providing expert tax guidance. Additionally, you will support and mentor junior staff to ensure high-quality compliance and service delivery during the busy tax season.
The Senior Manager will provide strategic direction for complex financial scenarios and bridge the gap between accounting and tax operations. They will lead a team of bookkeepers and tax staff while serving as the primary technical expert for complex member escalations.
The Account Executive will manage a high-velocity sales pipeline by conducting video discovery calls and providing value-based guidance to prospective small business members. They will also collaborate with marketing and member services teams to execute outbound prospecting strategies and ensure an exceptional member experience.
The role involves end-to-end application management in Intune, including integration, testing, qualification, and deployment. Additionally, it includes L3 support for major incidents and technical issues faced by users.
The consultant will ensure the availability of tools and the quality of data. Responsibilities include user support, ticket management, flow analysis, delivery tracking, documentation, and continuous improvement.
