Senior Tax Operations Manager

About the Role

PRIME's Tax Division helps business owners and high earners keep more of what they make through proactive, multi-year tax strategy. The Senior Tax Operations Manager is the right hand to the VP of Tax and owns how the division runs day to day. You'll make sure every client engagement moves on time, every strategy meets our quality standard before it's delivered, and every client concern gets a fast, thoughtful response. This role is operations-first, backed by strong tax knowledge.

Responsibilities

• Quality control: Own the review process for client tax plans, from EA and professional review through client review and delivery. Build QC checklists and standards so every strategy is accurate, complete, and considers long-term implications, not just year one savings.
• Operations and workflow: Manage the engagement pipeline from purchase to discovery call to plan delivery. Monitor turnaround times, balance workloads, and reassign clients across strategists as capacity changes.
• Client response: Serve as the escalation point for client questions, concerns, and complaints. Respond quickly, find root causes, and coordinate resolutions with strategists, client success, and billing.
• Team support: Keep the CPA tax strategist team organized and accountable. Run the weekly team meeting, track open items, and support onboarding for new hires.
• Reporting: Track and report on key metrics, including turnaround times, review completion, client satisfaction, and refunds, and turn findings into process improvements.
• Process and systems: Document and improve workflows, templates, and handoffs between sales, strategy, and execution. Keep CRM records (Salesforce) accurate and useful.
• Leadership partner: Work with the VP of Tax on priorities, capacity planning, hiring, and cross-department coordination, and step in on the VP's behalf when needed.

Requirements

• CPA or EA strongly preferred; enough technical depth to review strategies and spot issues.
• 7+ years in tax, accounting, or professional services, including 3+ years in an operations, practice management, or team lead role.
• Proven track record building or improving processes, QC programs, or service delivery in a growing firm.
• Excellent client communication skills, with a calm, solutions-focused approach to difficult conversations.
• Highly organized; comfortable managing many moving pieces, deadlines, and people at once.
• Data-minded, with experience using CRMs and reporting to manage a pipeline.
• Comfort with modern tools (Salesforce, Slack, Google Workspace, Zoom).
• Nice to have: Experience in tax advisory or planning for business owners and high-net-worth clients.
• Nice to have: Background in practice management at a CPA or advisory firm.
• Nice to have: Interest in automation and workflow tools.
• Physical requirements: Prolonged periods of sitting at a desk, working on a computer, and taking phone calls.
• Physical requirements: Must be able to lift 25 pounds periodically.
• Physical requirements: Must be able to access and navigate each department at the organization’s facilities.
• Physical requirements: Travel (less than 10% annually) may be required for company meetings, training, and/or professional development.

Benefits

• Competitive Compensation + performance based bonuses
• Comprehensive Health Coverage - Medical, dental, and vision
• Paid Time Off - Generous PTO, sick days, and paid holidays
• 401k with Company match (we match up to 4%)
• Parental Leave - Paid leave for new parents
• Impact-Driven Culture - Small team, big mission
• Gym Pass - Company sponsored access to local gyms
• Free soda and snacks
• Discounts on Cellular/Wireless bills
• Robust Employee Resource Program with tele-health and more

Pay

$140,000 – $160,000 base salary, plus a 10% annual