Tax Operations Manager

Work Environment: Primarily Onsite (Hybrid Option Outside of Peak Season) Position Overview We are partnering with a well established tax and wealth management organization seeking a Tax Operations Manager to lead the people, workflow, and day to day execution behind its tax processing and front office functions. This is not a tax preparation or tax review role. The focus is people leadership, workload management, training, process improvement, and ensuring consistent execution across multiple office locations. The successful candidate will lead tax processors and front desk associates while partnering closely with tax leadership, HR, systems, and operational teams. Key Responsibilities Lead, coach, and develop tax processors and front desk associates Conduct regular one on ones, performance discussions, and team meetings Support hiring, onboarding, training, and employee development Serve as the primary escalation point for personnel and workflow challenges Workflow Management Manage daily workload distribution across processing teams Monitor work in progress, deadlines, capacity, and turnaround times Reallocate resources as needed during peak filing periods Coordinate front desk coverage and service standards across locations Training & Process Improvement Develop and deliver training for new and existing team members Maintain clear procedures for tax processing and front office workflows Improve processes related to intake, assembly, delivery, and client support Support implementation of new systems, tools, and workflow enhancements Cross Functional Partnership Work closely with Tax Directors, HR, Systems, and operational leadership Translate technical standards into consistent day to day procedures Help ensure processes are standardized and effectively executed across offices Qualifications 3 or more years of leadership experience within tax, accounting, financial services, professional services, or another high volume processing environment Proven experience training, coaching, and developing employees Strong organizational and workload management skills Ability to manage multiple deadlines and priorities Strong problem solving and conflict resolution skills Preferred Experience Multi office team leadership Document management or client portal systems Ideal Candidate Profile The strongest candidate is a people focused leader who can create structure, hold teams accountable, and keep a high volume operation moving smoothly. They will be: Organized and proactive Comfortable coaching and developing others Calm during peak workload periods Strong at balancing people and business needs Collaborative and service oriented Focused on continuous improvement Base salary of $85,000 to $90,000 Medical, dental, and vision insurance 401(k) with company match Life and disability insurance Schedule Standard office hours are Monday through Friday, approximately 8:00 a.m. to 4:30 p.m. Additional hours may be required during peak filing periods. Some flexibility to work from home may be available during non peak seasons. Why Consider This Opportunity Highly visible people leadership role Opportunity to improve operations across multiple offices Direct impact on employee development and career progression Strong benefits and unlimited PTO Stable organization with long term growth potential #J-18808-Ljbffr