What’s Your Job Description? Roles & Responsibility Guide for Tax Offices

Confusion slows teams down clarity speeds them up. This guide helps you organize your tax office by clearly defining every team member’s role and responsibilities. What’s Inside: Sample role outlines for EROs, Preparers, Admins, and VAs Editable responsibility list and chart template Ownership and accountability guide Weekly accountability checklist Use this to delegate confidently, improve communication, and eliminate task overlap in your office. Perfect for growing tax pros with small teams or contractors. Format: Printable PDFIdeal For: EROs, Tax Office Owners, Virtual Teams Pair it with: On Task or Nah? Team Task Tracker Who You Hiring? VA Interview Prep Kit VA Onboarding Kit