Tax Operations Manager

Title: Tax Operations Manager 

Department: Tax 

Reports to: Partner  

FLSA Status: Full-Time, Exempt 

Date Created: June 2021   

 Summary: 

The Tax Operations Manager provides support to the Tax Operations Leader and Partner assisting with all tax operations tasks. This role is responsible for overseeing the operations of the administrative function which supports the Tax team firmwide.  

Core Responsibilities: 

• Provide administrative support to industry leaders delivering Tax services 

• Assist Partner who oversees Tax Operations with implementing new systems, software, processes and procedures and integrating new offices  

• Supervise service line on-boarding and continuing staff training   

• Managing service line administrative procedures and workflows  

• Lead the administrative team and hold them accountable  

• Ensures that all Tax data and retention policies are met 

Essential Functions: 

• On-boarding and training of new Tax Administrative team members  

• Provide continuing training, tools, and alerts to Tax Administrative team members 

• Help implement solutions to streamline and automate processes and procedures  

• Assist Tax report formatting and adheres to Quality Control and other policies and procedures  

• Manage changes to the users and related costs of the Tax application technology stack  

• Communication on firmwide Tax Administrative items/updates/need to know information  

• Assist with Professional Development initiatives including coordinating trainings and CPE for Tax team 

• Upload and maintain Administrative information to Virtual Cabinet  

• Update Tax intranet home page  

• Participate in national and regional projects and supervise small teams within a department 

• Assist with client management including onboarding and collecting necessary documents  

• Assist with client billing following up on account receivables and collection efforts  

• Assist Partner with other special operations projects as needed 

Nonessential Functions: 

• Performs other duties as directed by the Service Line Leader and Partners.  

Supervisory Responsibilities:  

Tax Administrative team firmwide   

Conditions: 

• Moderate overtime required throughout the year 

• Heavy sitting for extended periods in front of a computer 

• Travel, including overnight, may be required approximately 5% of time 

• Minimal Hazards 

Minimum Qualifications:  

• Associate’s degree (AA) or equivalent, five years of related experience, 2 years of management experience or equivalent combination of education and experience. 

• Excellent verbal and written communication skills. 

• Advanced skill set with Microsoft Office, MS Sharepoint and SalesForce or similar certified records management system 

• Experience with InDesign or similar desktop publishing application 

• Commitment to excellence and high standards (i.e., acute attention to detail). 

• Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow. 

• Ability to deal effectively with a diversity of individuals at all organizational levels. 

• Good judgment with the ability to make timely and sound decisions. 

• Ability to work independently and as a member of various teams and committees. 

• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. 

• Stronger leadership skills and ability to train incoming admin team members 

• Demonstrated ability to plan and organize projects. 

• Prior experience in a professional environment preferred. 

Success Factors: 

• Ability to perform several tasks concurrently with ease and professionalism. 

• Ability to communicate clearly and concisely, verbally and in writing, in English. 

• Must be able to keep client matters strictly confidential. 

• Must have excellent interpersonal skills and customer service skills. 

This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. 

$115,000 - $130,000