Tax Operations Manager

Job Summary:

The Tax Operations Manager is responsible for participating in and overseeing a variety of tax related projects in support of the overall key strategies and initiatives of the tax practice. In collaboration with Practice Leader, this role is responsible for ensuring client work is completed by managing practice operations and influencing managers and staff toward achieving desired results. 

Job Duties:

• Supervises, participates in, and develops new detailed project plans encompassing key tasks, milestones and critical path activities to meet tax practice initiatives and client commitments
• Identify and manage team members to execute department’s operational goals
• Act as knowledge manager for the engagement team, and manage accordingly, including planning and leading meetings with personnel and third-party service providers
• Assist in onboarding new clients
• Reviews current processes and develops action plans to address key areas for improvement including process efficiency and client satisfaction
• Works closely with the Regional Tax Director and Regional Tax Administrator on process improvement recommendations and new process implementations & development specifically to drive workplace efficiency during busy season
• Manages key processes including scheduling, e-filing, billing, engagement letter creation, tax return workflow, client communications, and other processes, as needed
• Partners with Office Administrator on process changes
• Collaborates the Partners and Managers in identifying areas for process and communication improvement
• Serves as the group point of contact for managing documents and communications
• Participates on weekly calls
• Manages and communicates timelines and tasks regularly to team and assigns client tasks to Managers and Staff as work becomes available
• Assists partner with the development of marketing materials
• Coordinates with local audit teams to ensure workflow tracker is updated, communicates changes to tax partner and managers to facilitate getting work into the pipeline
• Assists with coordinating materials and scheduling local and regional tax trainings as needed
• Other duties as required

Supervisory Responsibilities:

• Supervises and manages the tasks and projects of the department
• Liaising and managing relationships with third-party software service providers

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree in Business Administration, Taxation, Accounting or related field required

Experience:

• Five (5) or more years of tax, tax administration, or project management experience required
• Experience in developing, implementing, and maintaining tax processes preferred Experience in collecting, analyzing and reporting metrics preferred 
• Ability to draft and create effective internal and external written communication is required

License/Certifications:

• N/A

Software:

• Proficiency in the use of Microsoft Office, specifically Excel, PowerPoint and Word required
• Proficiency with Go File Room preferred
• Proficiency with PeopleSoft preferred    

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Strong verbal and written communication skills
• Analytical and diagnostic skills
• Ability to successfully multi-task while working independently or within a group environment
• Capable of working wit