Tax Practice SOP Builder

Title: Tax Practice SOP Builder — TaxDome / ProConnect / Stamford Tax (Tax Prep Experience Required) Overview We're a boutique US tax and advisory firm systematizing our practice, and we need an experienced tax professional to help us document and build standard operating procedures (SOPs) for our core workflows — from client intake through return delivery. This is a documentation and process-design role, not a tax prep role, but you must have hands-on tax practice experience. We want SOPs written by someone who has actually done the work and knows where the bottlenecks and handoffs are. Our current tech stack TaxDome — practice management, client portal, workflow automation ProConnect — tax preparation Stamford Tax — client intake What we need you to do Map our core workflows end to end (intake → document collection → prep → review → delivery → e-file) Write clear, repeatable SOPs for each stage, built around how these three tools actually fit together Document the handoffs between tools (e.g., what moves from Stamford Tax intake into TaxDome, what triggers a job in ProConnect) Build TaxDome pipeline/automation recommendations where they reduce manual steps Deliver SOPs in a clean, usable format (checklists, step-by-step docs, screenshots where helpful) Ideal candidate 3+ years in a US tax practice (prep and/or review) Direct experience with TaxDome and ProConnect (Stamford Tax a strong plus) Has built or heavily used SOPs/workflows in a firm setting Strong written English and an eye for clean, simple process documentation Engagement Start with a defined first SOP (e.g., the intake-to-prep handoff) as a paid test project Potential for ongoing work documenting the full practice if it's a good fit To apply, please answer: Which of these tools have you used directly, and in what capacity? Briefly describe one tax-practice SOP or workflow you've built or improved. How would you approach mapping the intake → delivery process for a firm like ours?