Tax Operations Manager (cpa firm)

Company: Cpa firm
Location: New York
Posted on: June 4, 2025

Job Description:

OVERVIEW:

Interested in this role You can find all the relevant information in the description below.

The Tax Operations Manager will be responsible for overseeing the execution and management of day-to-day operations of the Department. It is a mix of hands-on, front-line activities and oversight.

Manage and oversee the firm's tax workflow processes on an ongoing basis
Oversee and manage the firm's bookkeeping staff



RESPONSIBILITIES:

Manage and oversee the firm's tax workflow processes on an ongoing basis, including changes such as new clients, dissolved entities and administrative changes
Make decisions on staffing issues by working with Partners and Principals to find solutions for workload balancing and client due dates
Serve as an initial point of contact with tax staff on issues such as workload/time management, scheduling, and professional development within the firm
Act as a liaison for Tax Partners to mediate conflicts and resolve resource needs that develop
Oversee and manage annual CPE requirements for the tax department, including suggestions for courses and training
Assist with the development and publication of the firm's client tax updates and memos
Oversee and manage the firm's bookkeeping staff
Oversee and manage the firm's administrative tax staff (collaters and interns)
Assist with the recruitment of professional tax staff, bookkeeping staff, and administrative tax staff
Assist with performance reviews of professional tax staff, bookkeeping staff and administrative tax staff
Manage and oversee the client e-signature and e-filing processes
Manage and maintain the firm's paperless document management system on an ongoing basis

QUALIFICATIONS:

CPA preferred

At least 5 years of experience working as a professional staff member in the tax department of a mid-sized or larger CPA firm.

Keywords: Cpa firm, Greenwich , Tax Operations Manager (cpa firm), Executive , New York, Connecticut