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 PDF
Ideal 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