Tax Resource Manager
About The Company
At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.
Position Summary
The Tax Resource Manager serves as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment. This role works closely with Operations leadership, Partners, and service line leaders to drive efficiency, maximize utilization, and ensure consistent execution of tax policies and procedures across all offices.
Core Responsibilities
Develop and maintain tax policies and procedures in collaboration with tax partners, including workflows and Access Tax processes.
Manage the Form 8879 signature process to ensure all required client signatures are received, tracked, and maintained in compliance with firm policies and procedures.
Oversee resource management activities, including onboarding new employees, assessing skill sets, and assigning appropriate tax engagements and workloads.
Collaborate with the attest team to coordinate staffing resources and support employees who work across both tax and attest functions.
Partner with the tax team to organize and coordinate CCH training initiatives and ongoing staff development.
Coordinate employee offboarding by reviewing current assignments, reallocating work as needed, and communicating staffing or replacement hiring needs when internal coverage is unavailable.
Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting.
Work with the tax ops team to drive due date management and deadline closure across regions while providing firm-wide backup support as needed.
Support all tax platforms, including permissions management and onboarding for new clients and newly integrated firms.
Forecast future resource needs based on production cycles, project pipelines, and organizational goals.
Collaborate with Partners and Project Managers to align staffing plans with engagement requirements and firm objectives.
Track utilization metrics and performance indicators; prepare reports to inform strategic decision-making.
Identify and mitigate risks related to staffing shortages, workload imbalances, or process inefficiencies.
Train, mentor, and manage Tax Operations Coordinators and tax professionals, including conducting weekly check-ins and training sessions.
Identify skill gaps and facilitate targeted training opportunities to enhance team capabilities.
Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities.
Continuously evaluate and improve operational and resource management processes to increase efficiency and effectiveness.
Ensure adherence to departmental policies, procedures, and best practices across all offices.
Provide support to Tax Operations SWAT teams and contribute to cross-functional initiatives.
Supervise all electronic filing, monitor portals, and resolve rejections and schema validation errors.
Qualifications
Bachelor’s degree in Business Administration, Human Resources, Accounting, or related field (or equivalent experience).
Minimum of 5 years of progressive experience in tax operations, accounting, or resource management.
Strong understanding of tax production workflows and compliance processes.
Advanced proficiency in Microsoft Office Suite (Excel expertise preferred).
Working knowledge of Access Tax, CCH Document, GoFileRoom, SafeSend, CCH Workflow (XCM), and XCM Calendar.
Demonstrated ability to manage multiple priorities, meet tight deadlines, and perform effectively under pressure.
Excellent verbal and written communication skills.
Proven leadership ability with experience mentoring and developing team members.
Ability to work both independently and collaboratively within a team environment.
Willingness to work extended hours during peak busy seasons.
Ability to travel to assigned local offices for training and operational support as needed.
Pay & Benefits
The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We Provide a Robust Benefits Package, Including Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)Company-Paid Life and Long-Term Disability InsuranceAncillary Benefits such as supplemental life insurance and short-term disability optionsClassic Safe Harbor 401(k) Plan with employer contributions