Manager Tax Ops
About The Position
The Manager, Tax Operations leads a team within Tax Operations and ensures payroll tax services are delivered accurately, on time, and in compliance with requirements. The role drives operational excellence through performance management, process improvement, workforce development, and issue resolution, while supporting strategic initiatives set by Tax Operations leadership. Reporting to the Senior Manager, Tax Operations, the Manager partners with Tax Filing, Tax Notices, Amendments, Tax Customer Care, Product, Compliance, Client Services, and other operational teams to improve service delivery, strengthen controls, and create a scalable operating environment. The role translates operational objectives into measurable results and fosters accountability, client focus, and continuous improvement. This is a 100% in-office position based in Rochester, NY, or Schaumburg, IL. Remote and hybrid work are not available; the employee must work on-site five days per week during designated work hours.
Requirements
- At least 5 years of operational leadership experience in payroll tax, tax operations, compliance, financial services, or a related environment.
- At least 3 years of people leadership experience managing teams in a high-volume operational environment.
- Strong analytical and problem-solving skills.
- Ability to use data to drive operational decisions and performance improvements.
- Experience managing multiple priorities in a fast-paced environment.
- Strong communication and stakeholder management skills.
- Demonstrated ability to lead through change and influence cross-functional teams.
- Proficiency with reporting tools, operational dashboards, and workforce management concepts.
Nice To Haves
- Experience leading process improvement initiatives and operational transformation efforts.
- Strong understanding of payroll tax operations, compliance processes, and regulatory impacts.
Responsibilities
- Manage the day-to-day operations of assigned Tax Operations functions, ensuring performance against service-level expectations, quality standards, and compliance requirements.
- Partner with leadership to implement organizational priorities and operational initiatives.
- Foster a culture centered on accountability, collaboration, continuous learning, and client success.
- Lead, coach, mentor, and develop a team of leads and tax professionals.
- Monitor and analyze operational metrics, including productivity, quality, turnaround times, service levels, and client-impact indicators.
- Lead root cause analysis for recurring defects, escalations, process failures, and client-impacting issues.
- Develop and implement corrective actions to improve quality, reduce risk, and enhance operational efficiency.
- Recommend and support automation, technology enhancements, and workflow improvements.
- Serve as an escalation point for complex client issues, agency inquiries, and operational exceptions.
- Partner with internal stakeholders to resolve issues affecting clients or operational performance in a timely manner.
- Collaborate with Product, Compliance, Legal, Finance, Client Services, Implementation, and Operations partners on initiatives that affect Tax Operations.
- Ensure adherence to internal controls, regulatory requirements, company policies, and operational procedures.
- Partner with senior leadership on staffing forecasts, capacity planning, and resource allocation.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) match
- Annual bonus eligibility
- Restricted stock unit grant based on individual performance
- Additional benefits and perks supporting employees, their families, and finances
- Career development
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
