Job Summary

The Team Manager is a professional in charge of guiding, monitoring and leading an entire group. They are responsible for motivating their teammates as well as inspiring positive communication within them so that they can work together toward achieving goals.

General Accountabilities

Team Management

Manage the daily activities of the team members.

Oversee scheduling

Set targets, implement guidelines, and support employees to solve any issues that may arise.

Establish a set of expectations, monitor progress, motivate and provide guidance and support, so teams can complete tasks successfully.

Team check-ins

1-on1 check-ins

Coaching

Call evaluations

Performance review

30th day

3rd month

annual

Manage recruitment, onboarding & training of team members.

Come up with new innovative ideas for the team.

Discover training needs and provide coaching

Recognize high performance and reward accomplishments

Suggest and organize team building activities

Coordinate with other departments to ensure that projects are completed within time constraints

Evaluating the success of programs and initiatives to determine what can be improved in future efforts

Creating schedules for team members and providing feedback on their performance

Documenting progress on projects and tasks

Office Responsibilities

Attend all team meetings

Coordinate with Operations manager on business meeting agenda

Spearhead team meetings

Staff related meetings

Tax team related meetings (preparers & partners)

Keeping all LA Tax Trainual up to date and current

Make sure the team are updating assigned subjects

Complete tax courses (IRS)

Oversee ClickUp use of the team

Preparers Management

Oversee all preparers associated

Create work emails for the hosted office

Oversee creation of Preparer_LATax social media accounts

Oversee returns in the hosted office

Check which returns are done by the preparer

Make sure preparer complete the assigned return

Make sure returns prepared are accurate & timely

Make sure no returns are unassigned & queued

Oversee & coordinate photoshoots

LA Tax & Associates Preparer wearing their company shirts

Preparer Individual headshot

Preparer Group shots

LA Tax Staff headshot

Oversee recruitment, onboarding, & training of overseas preparers (Philippines)

Financial Management

Coordinate with Operations Manager for pay disputes & timesheet review

Oversee approval of team time off requests

This is a remote position.