Tax Operations Administrator

Sorren, Inc. • Boise, ID

3d

About The Position

The Tax Operations Administrator supports the tax department by monitoring tax-return workflow from preparation through e-file, tracking deadlines and delivery expectations, identifying stalled or at-risk work, and communicating risks proactively. The role supports capacity and staffing planning by reviewing workload, utilization, production demand, and complexity, and coordinating assignments and additional support. It also monitors onshore and offshore workflow, coordinates approved offshore processes, and helps address recurring administrative barriers.

The administrator supports process compliance and data stewardship by monitoring adherence to established workflows and assignment standards, identifying incomplete or inconsistent information, coordinating authorized system updates and cleanup, following up on support tickets, and documenting process improvements. The role prepares tax huddle agendas, communicates operational priorities and updates, acts as an operational liaison, and routes technical, policy, personnel, or client-relationship matters to appropriate leaders. It also supports check-ins, onboarding, intern-program logistics, operational training, and follow-through on workflow or training concerns.

Requirements

• Experience in operations, project coordination, or administrative roles.
• Strong attention to detail and ability to keep multiple projects moving simultaneously.
• Proficiency with Microsoft Office Suite.
• Comfort learning new software or workflow tools.
• Excellent written and verbal communication skills.
• Ability to collaborate across levels and departments.
• A proactive mindset, including anticipating needs and solving problems before they escalate.

Nice To Haves

• Experience in professional services, preferably accounting, legal, or consulting.

Responsibilities

• Monitor tax return life-cycle phases from preparation through e-file at the department level.
• Track due dates, target dates, filing deadlines, delivery timing, turnaround expectations, and deadline readiness.
• Identify stalled, aging, or at-risk work; follow up with team members and communicate emerging delivery risks.
• Review utilization, capacity, workload distribution, production demand, and complexity to support resource planning.
• Support assignments, reassignments, resource coordination, pools 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, plus 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 available after one year of service.
• Mentorship and career development programs.
• CPA exam support.
• Firm-sponsored events and spontaneous team activities.
• Celebrations marking milestones such as the end of busy season and the holidays.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed