Tax Operations Administrator

Sorren•Boise, ID

About The Position

The Tax Operations Administrator supports the tax department by monitoring tax return workflows, deadlines, capacity, staffing coordination, process compliance, systems, and communications. The role helps keep work moving from preparation through e-file, identifies and communicates delivery risks, and supports effective resource planning across onshore and offshore teams. The administrator also coordinates operational training, onboarding, meetings, documentation, and follow-up while routing technical, policy, personnel, or client-relationship matters to the appropriate leader. The position requires strong organization, attention to detail, communication, and collaboration. Sorren describes a culture focused on professional growth, relationships, quality service, operational excellence, innovation, and work-life balance. Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

Requirements

Experience in operations, project coordination, or administrative roles; professional-services experience is preferred.
Strong attention to detail and ability to keep multiple projects moving simultaneously.
Proficiency with Microsoft Office Suite and comfort learning new software or workflow tools.
Excellent written and verbal communication skills.
Ability to collaborate across levels and departments.
Proactive mindset, including anticipating needs and solving problems before they escalate.

Nice To Haves

Experience in professional services such as accounting, legal, or consulting.

Responsibilities

Monitor tax return lifecycle phases from preparation through e-file, including due dates, target dates, filing deadlines, delivery timing, turnaround expectations, and deadline readiness.
Identify stalled, aging, or at-risk work; follow up with appropriate team members and communicate emerging delivery risks proactively.
Review utilization, capacity, workload distribution, production demand, and complexity to support resource planning.
Support assignments, reassignments, resource coordination, pool/team structure, PM/CSM decisions, and filing-season planning.
Coordinate support for overloaded team members, available-work needs, staffing observations, and capacity planning.
Monitor onshore and offshore workload, capacity, workflow movement, turnaround, demand, training needs, and operational constraints.
Identify appropriate offshore opportunities and coordinate approved processes, meetings, training, and adoption support with the offshore champion.
Partner with the Lead Tax Processor to resolve recurring administrative or communication barriers.
Monitor adherence to workflows, assignment methods, direct-assignment rules, FIFO expectations, required fields, and other process standards.
Identify incomplete workflow information, outdated dates, aging notes, and inconsistencies between tax and workflow systems.
Coordinate periodic cleanup, authorized updates, system alignment, software/workflow support, ticket follow-up, approved improvements, and process documentation.
Prepare tax huddle agendas and communicate deadline progress, workflow reminders, process changes, software updates, and operational priorities.
Maintain professional relationships, serve as an operational liaison, and route technical, policy, personnel, or client-relationship matters to the appropriate leader.
Conduct check-ins focused on workload, workflow movement, due dates, process understanding, offshore opportunities, training needs, obstacles, and follow-ups.
Support onboarding, intern-program logistics, operational training, buddy resources, related materials, documented follow-ups, and escalation of sustained workflow or training concerns.

Benefits

Generous paid time off.
Comprehensive medical, dental, and vision coverage.
Life and disability insurance.
401(k) retirement savings plan.
Paid holidays, including a firmwide winter break from December 24 through January 1.
Paid parental leave after one year of service.
Mentorship and career development programs.
CPA exam support.
Firm-sponsored events and team activities.
Celebrations marking milestones such as the end of busy season and the holidays.