PPLSI

• Own the end-to-end relationship with external tax compliance advisors: scope of work, engagement terms, fee negotiation, timeline management, quality review, and performance evaluation.
• Review all externally prepared returns and filings for accuracy, completeness, and optimization of filing positions before submission.
• Manage the annual tax advisory budget; track spend against scope and challenge fees where deliverables don’t justify cost.
• Oversee preparation of the consolidated federal income tax return and all related schedules by external advisors; perform detailed review and approve final filing.
• Manage the Canadian federal tax return and ensure compliance with cross-border reporting requirements.
• Calculate the monthly income tax provision (current and deferred) and prepare all related journal entries.
• Lead all tax audits (federal, state, and local); manage information requests, negotiate with authorities, and drive matters to resolution.

Director of Tax

Manager

• Building and owning a portfolio of third-party legal service partners across priority practice areas (e.g., estate planning, family law, immigration, bankruptcy, business formation, real estate, IP)
• Determining when work should flow to provider law firms versus external partners based on member demand, capacity constraints, economics, geography, and complexity
• Designing the end-to-end partner lifecycle, including sourcing, diligence, negotiation, onboarding, integration, performance management, and renewal/termination decisions
• Partnering closely with Product, Engineering, Legal, Finance, Provider Services, Sales, and Marketing to embed partner services into the LegalShield ecosystem
• Owning both member experience design and backend operational workflows for partner-fulfilled legal matters
• Leading a dedicated squad while influencing and coordinating across shared product and engineering resources
• Serving as the primary architect of a new fulfillment channel within a regulated, membership-based legal services business

Senior Manager, Partnership Products

Technical Customer Success

• Under moderate supervision, manage the onboarding of legal plan and identity theft protection benefit programs selected by large customers/employers.
• Accountable for customer satisfaction and quality execution of stated tasks throughout the process.
• Communicate effectively, collaborate with internal and external contacts, meet deadlines, organization and time management, and maintain autonomy while working on projects and duties.
• Develop implementation schedules and timelines
• Prepare meeting presentations and document deliverables
• Provide frequent status and progress reports through detailed project planning tools
• Partner with customer to develop and implement employee communication strategy
• Ensure appropriate and accurate system and contractual set-up
• Participate in sales presentations when necessary
• Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members
• Handle inquiries received by phone, fax, email, or mail.
• Review various reports to ensure group accounts are up to date.

Director of Tax

Senior Manager, Partnership Products

Implementation Account Manager