Senior Tax Operations Manager

Description

Compensation

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

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.

What You'll Do

• 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.

Who we are:

Remember when every step of launching your dream felt like a mountain? Debt loomed, the tax code was a cryptic puzzle, and building a rock–solid foundation seemed impossible. PRIME Corporate Services was forged from that very struggle - by entrepreneurs who knew there had to be a better way.

We are not just a faceless firm; we are a co-pilot for founders, operators, and business builders navigating the chaos of growth. We help cut through red tape, simplify complex systems, and help entrepreneurs structure their business for long-term financial freedom.

From entity structuring to tax strategy to business credit and funding, we don’t just protect businesses - we help to scale them. Our team partners directly with high-growth entrepreneurs and affiliate partners to drive measurable outcomes; more leads, more revenue, and stronger businesses.

We deliver expert guidance and exceptional service at every stage of the business journey.

Our Mission: We aim to serve, advise, and support entrepreneurs every day.

Why You’ll Love Working Here:

• Impact at scale: Your work will shape the experience of thousands of entrepreneurs working with PRIME.
• Autonomy + Accountability: You’ll be trusted to lead, experiment, and deliver results — no micromanagement, just momentum .
• Collaborative Culture: You’ll work alongside creative thinkers, engineers, and business leaders who care deeply about customer success and innovation.
• Modernization Mission: You’ll play a key role in bringing advanced tech, analytics, and discipline to a growing organization — setting the foundation for the next generation of PRIME’s digital ecosystem.

Benefits & Perks

• 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

Requirements

What You Bring

• 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.

• Background in practice management at a CPA or advisory firm.

• Interest in automation and workflow tools.

PHYSICAL REQUIREMENTS:

The work environment characteristics and associated physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Must be able to lift 25 pounds periodically
• Must be able to access and navigate each department at the organization’s facilities
• Travel (less than 10% annually) may be required for company meetings, training, and/or professional development