• Recruit, interview, and assist in hiring seasonal temporary team members.
• Support onboarding activities to ensure new hires are prepared for successful integration into the BT Prep organization.
• Directly manage a team of up to 100 seasonal employees throughout the busy season.
• Monitor employee productivity, attendance, scheduling, and hours worked to ensure operational goals are achieved (output standards are executed).
• Track team performance and proactively identify productivity, quality, or engagement concerns.
• Provide coaching, feedback, and ongoing performance management to seasonal employees.
• Manage performance escalations, including quality concerns, attendance issues, coaching conversations, documentation, and coordination with People Solutions as appropriate.
• Ensure team members consistently follow established BT Prep processes, procedures, and quality standards.
• Communicate priorities, operational updates, and expectations to team members through regular meetings and follow-up communications.
• Partner closely with fellow managers and BT Prep leadership to support a seasonal workforce of more than 400 temporary employees.
• Participate in weekly manager meetings and other operational planning sessions.
• Collaborate across the management team to share best practices, resolve issues, and ensure a consistent employee experience.
• Escalate operational risks and recommend process improvements that enhance efficiency and the overall team experience.
• Foster a positive, inclusive, and engaging team culture throughout the busy season.

Temporary Manager, BT Prep Operations – Seasonal Tax

• Lead, coach, and develop a team of Virtual Tax Professionals
• Foster a positive, high-performing virtual work environment
• Manage daily operations, including staffing and productivity
• Ensure timely and accurate tax return and client deliverables
• Champion a client-first culture by resolving client concerns
• Provide guidance on complex tax situations and quality review efforts
• Support recruiting, interviewing, hiring, onboarding, and workforce planning
• Identify and implement process improvements to enhance workflows

Associate Manager, Virtual Tax

• Contribute technical expertise to the tax team by supporting collaborative problem-solving and sharing insights across engagements
• Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
• Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
• Review and sign tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
• Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
• Support process improvements by identifying efficiencies and contributing to the adoption of new tools and workflows
• Communicate clearly and effectively through client emails, technical memos, and planning documents
• Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding

Associate Tax Manager

• Support sales tax compliance across multi-state operations for all entities including reconciliations and registrations
• Assist with the preparation of supporting schedules for federal, state, and local tax income & franchise returns for all entities
• Coordinate with external tax advisors and auditors; prepare supporting schedules and workpapers
• Maintain tax calendars; track all filing deadlines across jurisdictions
• Research and apply tax regulations relevant to medical device distribution and service businesses
• Monitor changes in tax law and assess impact on Prescott's Medical entities
• Execute cash positioning, funding, and wire transfers across all bank accounts
• Manage banking relationships; serve as primary operational contact for all banking partners
• Support the ongoing bank transition — a current priority requiring immediate hands-on involvement
• Prepare weekly cash flow forecasts and variance analysis; report to Divisional Controller
• Maintain and reconcile all treasury accounts; ensure accuracy of bank reconciliations
• Monitor and manage investment of idle cash in accordance with company policy
• Participate in the ERP implementation project as the Finance lead for tax and treasury workstreams
• Lead the Avalara implementations for the entities not currently using Avalara in conjunction with their ERP implementations
• Configure and validate tax codes, banking integrations, and chart of accounts mappings in the ERP
• Document treasury and tax procedures in the new system environment
• Maintain documentation of tax positions, elections, and compliance history
• Review and reconcile sales tax returns for all entities
• Prepare monthly treasury reports for leadership: cash balances, liquidity, debt service
• Support internal controls over treasury operations — dual authorization, segregation of duties
• Assist with year-end close activities related to tax provisions and deferred tax schedules

Tax Specialist

• Leads business operations for Expat Tax services focused on individual expats.
• Build the growth strategy and establishes long-range plans to drive business results.
• Influences the use of innovative, technology driven solutions that optimizes the client experience.
• Partners with leadership throughout the organization to ensure alignment and optimization of existing or developing processes, products, etc.
• Manages the P&L for the organization and is responsible for all budget planning and management.
• Provide coaching and frequent, meaningful feedback to staff.
• Ensures staff development opportunities and progress toward the accomplishment of goals.
• Helps design the overall client experience with our virtual assisted and DIY tax products.
• Partner with IT to establish technology roadmap.
• Partner with Marketing to establish our SEO/SEM go to market strategy.
• Provides support and guidance to international HRB offices who work with expat clients.

General Manager, Expat Tax Services

• Prepare highly complex tax returns and contact client to gather all necessary information in order to complete an accurate tax return
• Perform bookkeeping work on behalf of clients as needed
• Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns
• Introduce and offer to clients other H&R Block financial products and services with the goal of helping clients achieve their financial objectives
• Collect necessary fees and submit fees and related documentation in accordance with the District General Manager instructions
• Provide necessary tax information to clients as it relates to tax preparation and resolve client concerns in accordance with the District General Manager instructions
• Finalize all highly complex tax returns so client can either request electronic filing or make arrangements to pick up completed return at the tax office
• Take initiative to seek new highly complex clients by asking current clients for referrals and actively develop and execute client acquisition plans
• May perform duties of other office support positions
• Assist clients through IRS audits to prepare them for representation

Senior Tax Pro

• Supporting Prescott's finance transformation as the Tax & Treasury Specialist
• Day-to-day execution of all State and Local Sales tax filings, treasury operations, cash management, and banking relationships across all entities
• Work directly with the Divisional Controller and the CFO on time-sensitive deadlines
• Support sales tax compliance across multi-state operations
• Assist with the preparation of supporting schedules for federal, state, and local tax income & franchise returns
• Coordinate with external tax advisors and auditors
• Prepare weekly cash flow forecasts and variance analysis
• Participate in the ERP implementation project as the Finance lead for tax and treasury

Tax & Treasury Specialist

• Develop client relationships and provide high-quality U.S. tax preparation, planning, and audit representation services to U.S. expat clients through a virtual tax platform
• Analyze tax information provided by expatriate tax clients to prepare complete and accurate tax returns for U.S. taxpayer clients
• Follow internal guidelines for review and referral of tax returns
• Manage engagements of 275-600 expat tax clients during the tax season while maintaining high levels of customer satisfaction
• Assist clients that are out of compliance with their U.S. income tax and account reporting requirements to participate in disclosure programs offered by the IRS
• Leverage internal resources to resolve unclear tax issues presented by clients
• Assist in transitioning acquired clients to H&R Block brand
• Develop or leverage prior global experience, education, or insights to build rapport and provide a well-rounded service to clients in devoted country/countries
• Remain current with company policies and procedures related to tax preparation and offering other financial products
• Attend training required for the position
• Develop high-level knowledge of foreign tax and financial systems in devoted country/countries to enhance client experience

Expat Tax Advisor – PT

• Provide tax compliance and consulting services to individuals, partnerships, trusts, and corporations
• Review complex returns of individuals, corporations, partnerships, estates, and trusts
• Focus on project realization and efficient research of tax topics
• Develop and manage client relationships and take on client billing responsibility
• Assist in managing, developing, and coaching professional tax staff

Tax Manager

• Review/prepare quarterly/annual consolidated income tax provision and required footnotes and disclosures prepared under U.S. GAAP ASC 740
• Manage the worldwide consolidation and reporting of all income tax matters for financial reporting purposes and assist in setting/establishing global policies and procedures
• Accurately account for return to provision adjustments, changes in uncertain tax positions, changes in valuation allowance, changes in tax law, impacts of mergers acquisitions and restructuring
• Identify and document uncertain tax positions under ASC 740-10 and significant tax attributes of the company
• Manage all tax account roll-forwards through quarterly reconciliation process ensuring variances are identified and resolved
• Develop and manage cash tax and ETR models and provide input on forecasting and budgeting activities
• Provide advice, direction and support to tax team members and regional tax and accounting leads to resolve technical tax/accounting issues
• Implement tax provision process improvements where needed with proficient knowledge in tax accounting software and tax automation
• Assist with the defense of filing positions in response to tax audits
• Develop a strong working relationship with internal audit to maintain internal controls for the accounting for income taxes and provide guidance on changes to internal controls as business needs arise
• Develop a strong relationship and work closely with the global controllership team and global tax team
• Maintain an excellent professional relationship with the external auditors while effectively managing and responding to the audit requests
• Communicate and develop relationship with business unit finance personnel as well as outside consultants
• Be able to challenge the status quo and recommend and build processes and implement improvements
• Effectively lead and mentor direct reports

Senior Tax Manager

• Prepares and files tax returns and reports in compliance with established deadlines.
• Responsible for determining tax implications of company actions and develops strategies for minimizing liability.
• Keeps abreast of changes in federal, state, and local tax legislation.
• Utilizes appropriate internal and external resources to monitor changes in applicable foreign tax legislation.
• Responsible for managing the tax reporting, tax planning, and compliance function.
• Oversee the completion of accurate tax returns to minimize the tax obligations of the organization.
• Manage international resources to ensure proper compliance of subsidiaries in all applicable jurisdictions.
• Provide innovative tax planning and review complex income tax returns.
• Identify and mitigate tax risks.
• Manage tax provision and tax compliance process.
• Own the sales/value-added tax process and compliance.
• Manage and coordinate tax audits.
• Maintain tax balances on general ledger.
• Prepare all tax papers in regular basis and handle all information data requests.
• Coordinate and manage transfer pricing policy compliance process.
• Lead projects on a cross-functional basis.
• Help develop and implement new projects, policies, and procedures for a department to meet key corporate initiatives.
• Develop key relationships with internal and external consultants and stakeholders.

• Administer client unemployment accounts ensuring accurate tax rate assignment by the states
• Act as a point of contact for both clients and state agencies
• Accurately produce and verify system generated client letters, rate projections, tax rate notices, and annual reports
• Investigate and resolve state debit/credit notices and miscellaneous documents
• Update the client database and serve as a liaison between clients, state agencies, and field operations
• Comprehend and complete Change of Status (COS) forms and lay-off/claims impact studies
• Complete unemployment and withholding registration and transfer paperwork for 1-2 assigned states

Unemployment Tax Associate

• Identify areas within tax compliance, reporting, and planning that are ideal for process standardization and automation
• Collaborate with internal stakeholders to understand business needs and translate them into functional automation requirements
• Partner with IT Engineering on the design, testing, and implementation of automated workflows using RPA, AI, and other tools
• Serve as the business-side project lead on assigned automation initiatives, helping define scope, prioritize tasks, and coordinate cross-functional input
• Assist in testing, validating, and implementing automation solutions in collaboration with the Engineering team
• Coordinate user acceptance testing (UAT), training sessions, and documentation efforts for automated processes
• Support the evaluation and implementation of tax technologies, including data analytics tools and reporting solutions
• Work closely with the IT and Tax teams to ensure new automation tools align with current systems and workflows
• Help develop materials and lead training sessions to support adoption of new tools and processes within the tax department
• Act as a change agent by promoting a culture of innovation and continuous improvement
• Assist in tracking KPIs and metrics to measure the impact and effectiveness of automation projects
• Provide regular updates to leadership and key stakeholders on progress, issues, and opportunities

Tax jobs in Montana

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Temporary Manager, BT Prep Operations – Seasonal Tax

Associate Manager, Virtual Tax

Associate Tax Manager

Tax Specialist

Tax Specialist

General Manager, Expat Tax Services

Senior Tax Pro

Tax & Treasury Specialist

Expat Tax Advisor – PT

Tax Manager

Senior Tax Manager

Tax Manager

Unemployment Tax Associate

Tax Technology Manager