Tax Operations & Resource Manager

TL;DR

Tax Operations & Resource Manager (Accounting): Overseeing tax production processes, workflow systems, and resource allocation across multiple offices with an accent on efficiency, utilization maximization, and talent deployment. Focus on optimizing scheduling, forecasting needs, mitigating risks, and driving consistent execution of tax policies.

Location: Onsite in Woodbury, NY 11797 (reliably commute or planning to relocate before starting work required). Part of US East Coast-based team with typical working hours aligning with EST.

Salary: $135K–$145K (starting at $150K commensurate with experience)

Company

Independent full-service accounting and advisory firm specializing in services for businesses and individuals, with offices in Long Island, NYC, White Plains, and South Carolina.

What you will do

• Oversee tax production processes including return assembly, extensions, electronic filing, and portal monitoring across all offices.
• Manage SafeSend delivery, CCH Workflow (XCM) task management, reporting, and due date closure with firm-wide backup.
• Develop resource allocation strategies, forecast needs, track utilization metrics, and collaborate with Partners on staffing plans.
• Train, mentor, and manage Tax Operations Coordinators, address conflicts, and identify skill gaps for targeted development.
• Continuously evaluate and improve operational processes, ensure policy adherence, and support cross-functional initiatives.

Requirements

• Bachelor’s degree in Business Administration, HR, Accounting, or related (or equivalent experience).
• Minimum 5 years progressive experience in tax operations, accounting, or resource management.
• Strong understanding of tax workflows and compliance; advanced proficiency in Microsoft Office (Excel expertise).
• Working knowledge of Axcess Tax, CCH Document, GoFileRoom, SafeSend, CCH Workflow (XCM).
• Proven leadership, analytical skills, communication, ability to manage priorities under pressure and during busy seasons.
• Ability to travel to local offices; willingness for extended hours in peak seasons.

Culture & Benefits

• Flexible schedule to maintain work-life balance while meeting business needs.
• Commission structure to reward performance and support earning potential.
• Supportive and inclusive workplace focused on team thriving and contributions.
• Dynamic growing organization with strategic vision.