Tax Operations Manager (Peoria)

If you’ve run operations through a tax season, you know the pattern. The workflows that looked clean in November buckle in March. The same bottlenecks resurface, right on schedule. Leadership ends up troubleshooting instead of leading, and the team carries the same friction into the next cycle. You’re the person who breaks that loop, and at Asset Preservation Wealth & Tax, breaking it is the whole job. We’re a founder‑led firm growing fast on an integrated tax‑and‑wealth model, and we’re hiring an Operations Manager for our Peoria headquarters to build the operating system the rest of the firm runs on. Most operators only get to sharpen one side of the house. This seat sits at the intersection of tax, wealth management, client service, and operations, and you’ll have a real mandate to reshape how work gets done before the next filing season. Not a year of asking permission. A clear runway to fix what’s worth fixing. During tax season, it’s tax‑operations intensive: you own the rhythm of workflows, handoffs, escalation paths, SOPs, reporting, and the software the team leans on, and you keep people unblocked when volume spikes. In the off‑season, the scope opens up — process redesign, systems and automation projects, vendor and facilities oversight, and getting the team ready so the next season is calm. What You'll Own: Map and rebuild end‑to‑end tax department workflows. Clear ownership, clean handoffs, and escalation paths that hold up under pressure. Run the SOP library: draft it, version it, drive adoption, and have it ready before each tax season. Administer and improve the CRM, tax software, and automation, from problem definition through implementation, testing, training, and follow‑through. Build reporting and dashboards that surface volume, bottlenecks, and delays early enough to act on. Keep the Peoria office running well; vendors, supplies, inventory, repairs, and a professional working environment. This fits an operator who can influence senior leaders without formal authority, use data to find the real bottleneck, troubleshoot systems calmly, and still own the hands‑on details. It won't fit someone looking for remote or hybrid flexibility, a strategy‑only chair, a tax‑preparer track, or a general office‑manager seat without real process and systems work behind it. What You'll Bring 5+ years of operations, process, or practice‑management experience in a tax preparation firm, CPA firm, accounting practice, or similar tax‑focused environment Proven ability to build SOPs personally and sustain adoption across a team At least one CRM, workflow, or automation improvement was carried through to completion Wealth management, RIA, or financial services operations experience is a strong plus Experience connecting tax and wealth teams cleanly is a strong plus An EA or CPA background is a plus (but not required) The role is full‑time, in‑office, and offers a competitive starting base salary, negotiable for the right fit, plus health, dental, and vision insurance; a 401(k) with employer match; a flexible spending account; and paid time off. Our HQ office is at 16150 N. Arrowhead Fountains Center Dr., Suite 200, Peoria, AZ 85382. If you want to make the next tax season the calm one, and build the systems a growing firm will rely on for years, let's talk! #J-18808-Ljbffr Asset Preservation Wealth & Tax