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About this job

Year Round Work from Home
Tax Department Manager

Do you have a ton of tax knowledge, management skills, hustle and drive, but no idea where to direct it?

Do you have plenty of potential, but need serious business mentorship and training to develop it?

Do you love challenges, but can't find the right place to really push your growth?

If this sounds like you, we've got your perfect job.  Your opportunity to join the fastest growing tax franchise and be part of the future of the tax preparation business.

We called this role a Year Round Work From Home Tax Department Manager on purpose, as opposed to seasonal or on site.

We don't want to hire someone for this role, then lay them off after the tax season. We like permanent and paid. And we think working from home is awesome, convenient and efficient.

We believe in finding people who have underutilized talent, then mentoring and supporting them until they become great. That's why our Why Statement is: We Believe That NO ONE Deserves to go at it Alone.

We are looking for highly motivated and experienced tax professional to lead and manage our US based virtual tax department. The position requires great tax law knowledge, proficiency with technology, and excellent communication and management skills. You will be responsible for the implementation of systems, hiring, and training staff for the tax department.

This position gives you the opportunity to join a high-growth, fast-paced environment and make an immediate impact, all while working from the comfort of your own home. The job calls for a combination of people skills, excellent attention to detail, and superb organizational skills.

In this role, you'll be immediately thrust into the heart of the company, doing serious planning and setup for the upcoming tax season. You will report directly to the head of the Operations department. They will train you and coach you and teach you everything you need to know to succeed at your tasks. They will expect you to crush those tasks, but they also expect you to need mentorship to be able to do it, and they'll provide it.

You will do everything from hiring and training new team members, to setting up systems for success to sometimes preparing or reviewing tax returns. By virtue of your position, you will learn everything about how our tax department works and see every aspect of the way that our field representatives interact with our technology and your department.

And there’s room for growth in our fast growing company (fastest growing in our industry according to Entrepreneur Magazine). You' may move into whatever role in the company you're best suited for (or, maybe you move into a different department you like better). We're still small at 10 people full time year round, however we scale to over 100 during tax season plus we have over 500 partners that include franchisees, area representatives and independent contractors out in the field originating returns and building our business. We have others in our 3 year old company who have started as contractors and become Vice Presidents and others who started in sales and have become Vice Presidents as well. We have no problem fast-tracking people who hustle and produce.

In fact, we not only hope you move up, we EXPECT you to move up. One of our core principals at Happy Tax is our Commitment to Empowering. We want to empower you to achieve your greatest potential.

But before you get all excited and start applying, understand one very important thing:

This opportunity is no joke.

If you want to join us, you’ll need to be willing and able to learn quickly, work hard, and get results. This is NOT for someone who wants to "play start-up." This role is for a hustler looking for an incredible opportunity to use their drive and skills to advance the company forward quickly.

If that describes you, come get it.

Why should you work with us?
We’re Happy Tax, and we've created a new way for people to file their taxes. Instead of spending hours in a waiting room to sit with an unqualified preparer or spending days/weeks trying to do it themselves, our franchisees meet with clients anytime, anywhere and do a convenient interview and data entry into our mobile app. They take pictures of the tax documents and send the data securely to us where we have a group of US based CPA’s who do the tax prep (you’ll be managing them).

Then our client services team of experienced tax professionals (you’ll be managing them too) call the clients to answer any questions they have, walk them through their tax summary and then facilitate a digital signature for their tax returns.

You can see some press .

You can see some of the impact we've had on our franchisees in, and , and .

And you can see tax industry strategy sessions our .

Why our mission matters
Our company started because a frustrated entrepreneur wanted to put all of his incredible knowledge and ideas into running a tax business, but the traditional way of owning a tax business was broken. So we solved the problem. .

His business endeavors progressed over the years from doing it all by himself, to hiring a staff, to becoming a franchisee, then a multi-unit multi-state franchisee before everything culminated in the ultimate entrepreneurial model, Happy Tax.

Tax business owners just want a solution to their problem, and that's why Happy Tax exists: we are the best way for entrepreneurs to own a tax business without risky leases, costly employees or even having to know taxes themselves.

Our company has helped  Our ultimate goal is to be the default tax preparation business opportunity for business owners and the go to tax prep service for consumers, and if we do that, we'll help create thousands of successful entrepreneurs that would never have otherwise made it, changing the lives of millions of people.

That's really exciting to us.

What comes with being part of the Team
We're not going to try to pitch you a load of corporate doublespeak about who we are. Instead, to understand what it's like to work with us, you can read real quotes by real team members about what it's like to be part of this team:

“You get to be part of building something that literally changes lives. This is work that matters.”

“You will experience true servant leadership. Our CEO takes no salary so that he could invest more money to get the right people in the team, and he never talks about it. You will at some point in your week get a message from the CEO asking how he can help facilitate your work, and he means it.”

“No decisions are based on scarcity or fear or politics. What will make us better? How can we serve each other and our franchisees better? That's what we do.”

“You are able and encouraged to speak your truth and be fully you. Every. Single. Day.”

“ZERO micromanagement, and open revisions to any policy that will improve existing workflows. Every process I’ve seen is thoughtful and reasonable. Anything that isn’t is up for revision.”

“You will be measured by results. True results. This is a culture and company that values EVERY Team member, has women in leadership, and even has a CEO without a college degree. On this team, the measurement is results!“

"Happy Tax has completely changed my life. They go above and beyond for their franchisees through their excellent support model and focus on customer service excellence with our clients. They are revolutionizing the tax preparation industry, allowing me to provide a service that people are catching on to and appreciate, and affording me the opportunity to make a difference in the community and spending time with my family.”

"The Happy Tax business model has changed my business immensely. After spending countless tax seasons down in the weeds preparing and processing tax returns and staying up to date on tax code I now no longer have to do that. I can focus my time on prospecting for new clients and growing my business while Happy Tax CPAs prepare and process the returns for my clients. No more stress during the tax season. I just sit back, and I watch my bottom line grow. I am so thankful that I found Happy Tax!"

As an industry veteran, former CEO of Jackson Hewitt and a number of publicly traded companies, I am really energized to be part of such an innovative tax preparation company. Mario and his team, are changing the way taxes are done. - Keith Alessi, Former CEO of Jackson Hewitt

You In? Awesome, here's the details:

Location? 

  • Your house or office. No exceptions.  Remote position

Type of Employment

  • Full-time 

Salary & Benefits

  • Competitive Pay: Willing to look at experienced people who use this as their "in" to the company, and can scale pay accordingly.
    IMPORTANT NOTE: The salary is not all you will make. All team members are entitled to stock options and yearly bonuses. When we say "stock options" we don't mean the typical "here's a tiny piece of equity that might be worth something in 10 years." We're are raising capital through multiple channels and we expect there to be liquidity in our shares in the very short term. At the end of tax season, we assess everyone’s performance and give bonuses accordingly.
  • Be Part Of A Happy Team: We see ourselves as a team of people who are working hard together to accomplish a specific mission (become the default tax preparation business opportunity for business owners and the go to tax prep service for consumers), in service of a larger purpose (create time for what matters). Yes, every company says they take culture seriously...and most are full of it. We don't just talk about our culture, and then ignore it in action--we live this mission every day, and we have a pretty awesome set of principles that we live by as a team (, because this is the operating system for our tribe, and everyone in our company lives these principles).
  • Freedom: Once you're established, you can work from home, work while you travel, work in our office, make your own hours--we don't care. We only care that you produce the necessary results (that's one of our core values in fact).
  • Make A Real Impact: We are a small start-up (still under 20 full time year round team members that scales drastically during tax season) and you will be a major part of our team, and help shape our growth. Not only that, you won't just impact the company, you'll impact the world. Taxes and entrepreneurship are two of the very best ways to influence other people and change the way they think--and you'll be helping to make them a reality.
  • Fun & Fast-Paced Work: We don’t have boring days. Some are hectic, some are hard, some are incredibly rewarding...but they are never boring and never exactly the same. That's what happens when you're solving real problems for people.
  • Meet Interesting People: You're not just working on any tax franchise. Our company is winning awards regularly for our growth and innovation. The people that are part of our team are truly a special bunch. You’ll get to work hand in hand with some of the most amazing and experienced professionals in the space.

Necessary Skills & Qualifications
Here is the list of skills we believe are necessary for this job. Most importantly, we are hiring based on careful balance of relevant experience, cultural fit, and motivation:

  • You're A Hustler:  Can't say this enough. If you don't like to hustle, DO NOT APPLY. Understand that hustle is not just working hard. It's also working smart. It's understand why you're doing what you're doing, and working towards the goal, not just mindlessly following a series of steps. Hard work is great, but it's not enough. You also have to be a smart worker.
  • You Can Learn Quickly: You will be trained and mentored in this job as much as you need. But we do not have time to play games. If you can't understand and integrate what you are taught quickly, this is the wrong job for you.
  • You Are Organized And Task Oriented: You are going to be doing a lot of detail oriented tasks many of which require creating things. Many will not cognitively difficult, but they WILL REQUIRE precision. If you do not like details and organization, that's fine, we have other places in the company for you--but not this one.  
  • You Can Solve Problems Independently: If you are very focused on check-lists, and can really only excel if you are told exactly what to do, don't apply. You must be able to think for yourself and solve at least basic problems without help.
  • You Want To Improve And Get Better: No matter how great you are, this job is going to stretch you and push you very hard. You'd better love the challenge of improving and getting better, because if not, you will not like this.

Areas of Accountability

  • Meeting deadlines and solving problems
  • Hiring and training for tax department
  • Managing team of US home based tax processors and CPA’s
  • Identifying staff development skills for direct reports and creating developmental plans to improve performance
  • Overseeing flow of tax returns in our assembly line process
  • Ensuring tax returns are done on time and accurately
  • Oversight on customer experience and satisfaction with our tax team
  • Improving systems and processes by developing or implementing best practices
  • Delivering a full range of tax services in compliance with laws and regulations
  • Building relationships and interacting with tax clients
  • Providing innovative planning, consulting and expertise to internal and external clients
  • Preparing and reviewing complex income tax returns of all types
  • Identifying and mitigating tax risks
  • Participating in annual staff review process
  • Managing tax compliance processes
  • Managing and coordinate tax audits

Experience

  • Worked in capacities where excellent client relationships were formed
  • Bachelor's degree in accounting or finance preferred but not required
  • CPA Certification is a plus but not required
  • 6+ years prior experience in tax preparation with knowledge of individual, business, non-profit and estate/trust returns
  • Significant supervisory experience (2+)
  • Excellent interpersonal, oral and written communication skills
  • Strong accounting and analytical skills
  • Strong computer skills: proficiency in Tax software, Excel, Word
  • Detail oriented & ability to multi-task

Technical/Office Requirements

  • Quiet, private work space
  • Desktop PC or Mac with two monitors or Laptop with external monitor
  • Microsoft Office 
  • Adobe Acrobat Reader
  • Web browser - Chrome
  • Virus and spyware protection software and a working firewall
  • Webcam, Sound card, speakers and microphone
  • High-speed Internet connection
  • Corded (not wireless) telephone headset with a noise-canceling microphone
  • Cell phone with unlimited talk and text

EEO Statement
At Happy Tax, we don’t just accept differences — we support them, celebrate them, and as a company, we thrive on them. Happy Taxis proud to be an equal opportunity workplace and we actively look for and hire people who bring new perspectives and experiences to our team.

Ready to apply?

The application process for this will be detailed, and require some work. Hustle starts early. Also, we are hoping to find more than one manager as tax season will require long hours and an assistant manager will be needed as well. We may only hire one at a time, but we plan to hire 2-4 managers for all different parts of the company over the next year or so. 

Submit your application on this page and you'll receive an email with detailed next steps. 

Bonus: If you aren't right for the job, but you know the perfect person, send them this job description. If we hire them, we'll give you a $2,000 bonus. Totally serious--every person we hire, we ask them who referred them to us, and we pay the bonus to the referrer. That could be you if you share this job ad with a friend who's perfect for it.

 

ABOUT HAPPY TAX
Happy Tax is the fastest growing tax preparation franchises in the industry. What makes Happy Tax standout from other traditional tax preparation companies is we have patent pending technology that separates the front end from the back end of the tax preparation process. You get to focus on customer service while franchisees take care of the initial sales end and our data entry and CPA's take care of the tax prep. You will work remotely from home and can do this full or part time. (full time preferred) Bilingual is preferred as well if you speak Spanish as well.

Using Happy Tax’s patent-pending technology and processes, franchisees give customers a fresh new experience with none of the hassles traditionally associated with preparing their taxes, meeting them anytime, anywhere including house calls. The franchisees then securely transmit the client’s tax data to our backoffice and team of highly qualified processors, managers and CPAs to professionally prepare the tax returns.

Learn more about Happy Tax at: