Job Description

Job Description

Position Overview

We’re looking for a proactive and detail-oriented Production Manager to lead our Production Team in delivering high-quality client services. This role is ideal for someone with strong organizational skills, a collaborative mindset, and experience in professional services environments. The Production Manager oversees the support and delivery of audit and tax client services, procurement of office supplies and other in-office operation needs. The Manager supervises two Production team members, plays a key role in their development, creates enthusiasm and camaraderie on the team and serves as the spokesperson of the Production Team to the Firm. This individual possesses the ability to prioritize tasks under strict deadlines, is extremely detail-oriented, is a team player and communicates effectively. The Manager is a quick learner and tech savvy to oversee the wide range of tasks that is required in this position.

Essential Functions

Management of Client Deliverables

• Leads the annual engagement letter and tax organizer process
• Coordinates tax season preparation, including researching new procedures
• Oversight of collating and delivery of tax returns
• Oversight of final production of client financial statements and other documents
• Coordinates workflow in Production, assigns task to production staff including typing, assembly, copying, scanning and general tasks
• Monitor document tracking system for timely delivery of client deliverables
• Communicates deadlines and workload conflicts to Tax Principal to ensure timely completion of work and adherence to deadlines
• E-files Tax Returns, follows up to resolve rejection issues, distributes pending E-file reports
• E-files forms W3/W2 and 1096/1099, follows up, scans
• E-Files payroll forms VA-6, 1099s and W-2s to states

Management of Production Team and Workload

• Assists production staff with questions; proof reads work to ensure accuracy
• Maintains list of summer projects to ensure year round tasks for production staff
• Provides training and updates.
• Generates reports from various programs to track task status
• Generates tax return reports for rollover and organizers, distributes to partners
• Orders IRS and Accountability payroll forms.
• Reconciles Guernsey invoices and submit to Controller
• Assist with interview process for new production staff by reviewing resumes and participating in candidate interviews
• Approves PTO requests, ensuring we have proper coverage.

Supervisory Responsibilities

• Production Assistant
• Lead and manage the production team, including hiring, training, and performance evaluations.
• Implements training, or identifies training opportunities.
• Handles corrective action and termination as needed, and in accordance with firm’s policies.

Minimum Requirements

• High school diploma required; Bachelor's degree in Business Administration or related field preferred
• At least five years of related experience required in managing people and projects
• CPA firm production experience required

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