Tax Operations & Resource Manager

Crete Professionals Alliance • Woodbury, NY

22h • Onsite

About The Position

The Tax Operations & Resource Manager serves as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment. This role works closely with Operations leadership, Partners, and service line leaders to drive efficiency, maximize utilization, and ensure consistent execution of tax policies and procedures across all offices. The position combines technical tax operations oversight with strategic resource management to support firm productivity and deliver a high-quality client experience.

Requirements

• Bachelor’s degree in Business Administration, Human Resources, Accounting, or related field (or equivalent experience).
• Minimum of 5 years of progressive experience in tax operations, accounting, or resource management.
• Strong understanding of tax production workflows and compliance processes.
• Advanced proficiency in Microsoft Office Suite (Excel expertise preferred).
• Working knowledge of, Axcess Tax, CCH Document, GoFileRoom, SafeSend, CCH Workflow (XCM), and XCM Calendar.
• Demonstrated ability to manage multiple priorities, meet tight deadlines, and perform effectively under pressure.
• Strong analytical skills with a detail-oriented mindset.
• Excellent verbal and written communication skills.
• Proven leadership ability with experience mentoring and developing team members.
• Ability to work both independently and collaboratively within a team environment.
• Willingness to work extended hours during peak busy seasons.
• Ability to travel to assigned local offices for training and operational support as needed.
• Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)

Responsibilities

• Oversee and manage tax production processes including, return assembly, extensions, and information returns across all offices.
• Supervise all electronic filing, monitor portals, and resolve rejections and schema validation errors.
• Manage SafeSend delivery, and CCH Workflow (XCM) task management and reporting.
• Work with the tax ops team to drive due date management and deadline closure across regions while providing firm-wide backup support as needed.
• Support all tax platforms, including permissions management and onboarding for new clients and newly integrated firms.
• Develop and execute resource allocation strategies to optimize scheduling, utilization, and workforce planning for all offices.
• Forecast future resource needs based on production cycles, project pipelines, and organizational goals.
• Collaborate with Partners and Project Managers to align staffing plans with engagement requirements and firm objectives.
• Track utilization metrics and performance indicators; prepare reports to inform strategic decision-making.
• Identify and mitigate risks related to staffing shortages, workload imbalances, or process inefficiencies.
• Train, mentor, and manage Tax Operations Coordinators and tax professionals, including conducting weekly check-ins and training sessions.
• Identify skill gaps and facilitate targeted training opportunities to enhance team capabilities.
• Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities.
• Continuously evaluate and improve operational and resource management processes to increase efficiency and effectiveness.
• Ensure adherence to departmental policies, procedures, and best practices across all offices.
• Provide support to Tax Operations SWAT teams and contribute to cross-functional initiatives.

Benefits

• competitive salary starting at $150K annually
• commission structure is in place to reward performance and support earning potential
• flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level