Production Manager

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

Supervisory Responsibilities

Minimum Requirements

Other Skills / Abilities