Tax Admin Manager

About the role

As an Administrative Manager at our firm, you oversee a team of Administrators who provide administrative support to our accounting, tax, and advisory teams and deliver high-quality, timely client deliverables. This role maintains SOPs, leads the annual systems roll-forward for admin-owned tools, and serves as the primary point of contact for tax admin staff and service line teams on processing and onboarding coordination. We are a 100% virtual CPA firm, with our team located across the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers.

Team Leadership & People Management

• Lead admin team meetings, 1:1s, and working sessions
• Deliver structured feedback to Tax Admin direct reports twice per year (spring and fall review cycles)
• Manage admin team capacity across busy and low seasons, including workload balancing and coverage planning
• Provide oversight of admin team Slack channels, ensuring timely responses and appropriate escalation

Cross-Functional Coordination

• Coordinate with service line directors on cross-team initiatives, including proposals, client onboarding, tax return delivery, and tax e-filing
• Surface AI and automation opportunities to the in-house automations team, and lead testing and rollout of approved solutions with the admin team

Process Ownership

• Own team execution of core processes: client onboarding, proposals, tax organizers, tax delivery, and e-filing
• Maintain and update admin team SOPs so they stay current and usable
• Provide feedback to service line leaders on cross-team process compliance

Systems & Vendor Management

• Lead the end-of-year rollforward of admin-owned systems: align workflows, update SOPs, refresh communication templates, and review software settings ahead of the new tax year

Measures for Success

• Timeliness and accuracy of task completion, of both you and your team
• Development of yours and your teams technical skills, along with the ability to tackle projects of greater complexity
• Employee happiness, engagement surveys, and upward feedback surveys (semi-annual)
• Client satisfaction ratings for administrative support
• Backlog reduction rate
• Time saved through automation or process enhancement

Expectations for remote work

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories

You’re a Good Fit For Our Culture If:

• You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You have exceptional time management and supervisory skills
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work, clients, and team members and drive projects to the finish line
• You love working with and speaking to clients, delivering results, and improving their lives

Required Education and Experience

• Bachelor's degree from an accredited college or university (Preferred), or equivalent experience
• 3–5+ years in tax administration, tax operations, or a related accounting-firm operations role
• 1+ years of experience directly managing or leading a team
• Hands-on experience with CCH required; experience with Soraban, SafeSend, Front, or ClickUp strongly preferred
• Experience in a public accounting or tax firm environment strongly preferred
• Strong written communication skills for SOP documentation and cross-team coordination

Compensation Range

$72K - $93K