Program Manager; LZ Tax

Tax United States


Description

Program Manager (LZ Tax Operations)

LegalZoom is building the next frontier of services for our customers: business tax advisory and preparation. In this role, you’ll oversee our Expert team’s experience – from onboarding, continuing education and improvement, to offboarding.

This role is an exciting opportunity to ensure our Expert team is thriving so that they can deliver world class experiences to LZ Tax clients. You’ll be expected to help us build systems and tools to ensure onboarding and offboarding and the day-to-day management of the Expert team go smoothly.

What you’ll do:

  • Ensure time between an expert being hired and being fully productive is minimized, including coordination across technology, training, etc.
  • Design and manage onboarding & offboarding processes
    • Identify opportunities for improvement in employee onboarding and offboarding processes
    • Work with IT teams and others for improvements to technical onboarding procedures
  • Work with Product, Operations, Instructional Design, and others to create training strategies for new product rollouts and programs of work
  • Outline training requirements and structure, including CPE requirements
  • Schedule and coordinate onboardings and ongoing training for the Tax team
  • Rollout new technology initiatives
  • Identify opportunities for improvements to tooling and systems and implement
  • Determine team meeting cadences, training schedules
  • Build process and track team credentialing in partnership with HR
  • Manage software vendors and licensing requirements
  • Other duties as assigned

Qualifications:

  • Bachelor’s degree
  • 3+ years of experience in supporting large workforces
  • Passion for helping people reach their potential
  • Excellent project management skills
  • Demonstrated cross-functional leadership – the ability to get other teams to support your goals
  • Basic understanding of tax certifications and of tax preparation processes and requirements

 

LegalZoom is a trusted leader in the technology platform space that gives the world access to professional legal advice. From starting a new business to assisting on protecting families, contracts to copyrights, trademarks to trust – we are a leading provider of online legal solutions for families and small businesses. Since its founding over 15 years ago, LegalZoom has helped millions of Americans with efficient and simplified legal help. Whether you want to explore specific legal options or connect with an independent attorney, be empowered to take care of important legal needs and protect what matters most.   

LegalZoom is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Make the difference and join us as we build our future and deliver on our mission!