Badu Tax Services LLC | Remote | Full-time
Badu Tax Services was founded in 2016 in Chicago and is now headquartered in Dallas, Texas. For more than ten years we have served business owners across the United States and around the world, with a particular focus on real estate. We provide year-round tax preparation for original and amended returns, proactive tax planning, and tax representation for clients facing IRS notices or tax debt.
Our purpose is to inspire and support the super hungry to take hold of infinite resources in order to create an abundance lifestyle. Our vision is to create a community of abundance, and our mission is to maximize your abundant lifestyle through robust tax and financial services.
We are looking for a Project Manager to own the flow of work through our TaxDome boards. You will be the person who knows where every client engagement stands, who is responsible for the next step, and what is at risk of slipping. You will work alongside our Dealmakers (sales), Onboarding Specialist, Strategic Operations Manager, Quality Assurance Manager, preparers, and reviewers to move every engagement from signed proposal to filed return, delivered plan, or resolved case, on time and without surprises.
This role is a fit for someone who loves clean systems, calm follow-through, and making a busy team feel organized.
Own the TaxDome boards
- Manage pipelines and job stages for tax preparation (1040, 1120S, 1065, 1120, 1041, 990), tax planning, and tax resolution engagements.
- Keep every job in the correct stage with accurate assignees, due dates, and tags.
- Build, maintain, and improve pipeline automations, including client requests, organizers, reminders, proposals, invoices, and status emails.
- Audit boards weekly to catch stalled, duplicated, or unassigned jobs.
Drive deadlines and capacity
- Track filing deadlines and extensions (March 15, April 15, September 15, October 15) and quarterly estimate dates across the client base.
- Balance workload across preparers and reviewers, and flag capacity issues before they become late returns.
- Run daily or weekly standups on work in progress, blockers, and priorities.
Keep clients and the team moving together
- Coordinate the handoff from Dealmakers to Onboarding to Preparation so nothing falls through the cracks.
- Follow up on missing client documents and outstanding requests in a warm, partner-oriented way that reflects our firm voice.
- Make sure work passes through Quality Assurance review before it is delivered or filed.
Report and improve
- Produce weekly dashboards on job volume, cycle time, bottlenecks, overdue items, and team throughput. - Write and maintain SOPs for pipeline stages, job templates, and automations.
- Recommend and implement process improvements, and train team members on TaxDome best practices.
- 2+ years of project management or operations experience, ideally in an accounting, tax, or professional services firm.
- Hands-on TaxDome experience, including pipelines, job templates, automations, client portal, organizers, and reporting. Comparable practice management experience will be considered if you can ramp up quickly.
- Working knowledge of the tax season calendar and common return types for individuals and businesses.
- Exceptional organization and follow-through; you are comfortable managing hundreds of active jobs at once.
- Clear, warm, and calmly confident written communication.
- Comfort with spreadsheets, dashboards, and data-driven decisions.
- A reliable home workspace and internet connection, and comfort collaborating with a distributed team.
Nice to have
- Familiarity with real estate clients and tax planning engagements.
- Exposure to tax resolution case workflows (notices, payment plans, penalty abatement).
- Experience with tools that integrate with TaxDome, such as QuickBooks Online, Zapier, or e-signature platforms.
- A PMP, CAPM, or similar project management certification.
Our core values are not decoration; they are how we work every day.
- Permission to Play: super hungry, humble, a burning desire for an abundant lifestyle, fully present and inspired.
- Architect of the Future: self-driven, a revolutionist, a strong willingness to learn, a burning desire to be the best.
- Guardian of the Mood: grateful, patient, genuinely excited, and helpful.
If you light up when a messy board becomes a clean one, and you care about the client experience as much as the deadline, you will fit right in.
- Fully remote position.
- Full-time, 40 hours per week, Monday through Friday.
- Professional development and TaxDome training support.
- A growing, mission-driven team serving clients nationwide and internationally.
Send your resume and a short note about a workflow or board you organized and the result it produced to [email protected]. Applications are reviewed on a rolling basis.
Badu Tax Services LLC is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.