Tax Resource Manager

Role Description

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. The position combines technical tax operations oversight with strategic resource management to support firm productivity and deliver a high-quality client experience.

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.
• Coordinate employee offboarding by reviewing current assignments, reallocating work as needed, and communicating staffing or replacement hiring needs when internal coverage is unavailable.
• 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.
• Work closely with tax administration to establish and maintain the tax software system, including engagement letter setup and related administrative processes.
• 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.
• Develop and execute resource allocation strategies to optimize scheduling, utilization, and workforce planning for all offices.
• 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.
• Oversee and manage tax production processes including, return assembly, extensions, and information returns across all offices.
• 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 Axcess 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.
• Strong analytical skills with a detail-oriented mindset.
• 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.

Benefits

• Competitive salary starting at $135K-$145K annually, commensurate with experience and qualifications.
• Commission structure to reward performance and support earning potential.
• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental).
• Company-Paid Life and Long-Term Disability Insurance.
• Ancillary Benefits such as supplemental life insurance and short-term disability options.
• Classic Safe Harbor 401(k) Plan with employer contributions.
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning.