Tax Operations Lead

MBC Talent Connections•Miami, FL

8d•Onsite

About The Position

A tax and accounting firm is seeking a Tax Operations Lead to run its tax intake and client documentation process. In this role, you'll review prior-year tax information, determine what documentation each client needs, coordinate collection efforts, and make sure files are complete and organized before they go to preparation. You'll also manage entity formations and state compliance matters, and act as the primary resource for the Tax Administrator on intake procedures and workflow priorities. This is a hands-on position suited to someone with strong organizational instincts, sharp attention to detail, and a solid grasp of individual and business tax fundamentals.

Requirements

2–3+ years of experience in a tax or accounting firm
Working knowledge of individual and business returns (Forms 1040, 1065, 1120-S, 1120) and related documentation
Understanding of common business entity types and corporate structures
Strong organizational skills and the ability to manage high volume during tax season
Excellent written and verbal communication
Experience directing team members or coordinating shared workflows
Exceptional attention to detail and accuracy
Bilingual in English and Spanish

Nice To Haves

Multi-state entity formation experience
Experience with state compliance filings and annual report requirements
Experience coordinating tax department workflows or client intake processes

Responsibilities

Review prior-year returns and client files to build customized document request lists each tax season
Coordinate client document collection and follow-up, prioritizing outstanding items with the Tax Administrator
Track missing documentation across the client base to keep files moving on schedule
Conduct pre-preparation reviews to catch missing information, inconsistencies, or new client activity
Prepare intake notes summarizing client changes and open items for preparers
Process entity formations — LLCs, corporations, S-corp elections, EIN applications, registered agents, and foreign qualifications — across Florida and other states
Advise clients on entity types and corporate structures, routing technical tax or legal questions to the right team member
Monitor annual report deadlines and state filing requirements
Serve as the go-to contact for intake procedures and workflow priorities
Communicate with clients professionally by phone, email, and portal
Help develop and refine intake procedures, checklists, and templates