Tax Operations Manager

About the role

Ready to move into a leadership role where your success is driven by team performance, workflow management, and operational impact rather than preparing tax returns? This opportunity offers direct access to firm leadership, strong growth potential, and the ability to shape how an established tax practice operates. Take ownership of the day-to-day operations of a well-established tax practice; work closely with firm partners and gain visibility across the organization; lead workflow management initiatives that directly improve efficiency and client service; be empowered to make decisions, solve problems, and reallocate resources as business needs change; play a key role in streamlining processes and improving operational effectiveness; influence how work is assigned, tracked, and completed across the tax team; join a growing firm with strong long-term career advancement opportunities.

Responsibilities

• Monitor workloads, project status, and deadlines using workflow and practice management systems
• Identify operational bottlenecks and implement solutions before they impact client deliverables
• Conduct regular meetings with CPAs and tax professionals to ensure projects remain on track
• Manage client service escalations and oversee issue resolution through completion
• Provide firm leadership with updates on workflow metrics, team utilization, and capacity planning
• Reassign priorities and coordinate resources to support timely project execution

Qualifications

• 3+ years of leadership experience within accounting, tax, or professional services environments
• Experience overseeing workflows, project priorities, and operational processes
• Familiarity with practice management or workflow software; Canopy experience is a plus
• Proven experience managing multiple priorities and driving accountability across teams
• Strong understanding of tax practice operations and deadline-driven environments

Benefits

• Bonus potential
• Overtime eligibility
• Profit sharing
• Comprehensive benefits
• Access to professional development resources
• Opportunities to expand leadership responsibilities

Pay

Salary range: $70,000–$80,000 + bonus + overtime eligibility