Tax Operations & Resource Manager

Position Summary

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 Tax 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.

Core Responsibilities

· Oversee and manage tax production processes including e-filing, return assembly, extensions, and information returns across local offices and national pools.

· Supervise electronic filing (including Forms 1042, 1099, and 8027), monitor portals, and resolve rejections and schema validation errors.

· Manage SafeSend delivery, SurePrep binder creation and verification, and CCH Workflow (XCM) task management and reporting.

· Drive due date management and deadline closure across regions while providing national 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.

· 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.

Qualifications

· 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 CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, 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.

“RRBB,” an independent member of the Crete Professionals Alliance, is the brand name under which Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (including subsidiary entities) provide professional services. Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Rosenberg Rich Baker Berman, P.A. is a licensed independent CPA firm that provides attest services to its clients, and RRBB Advisors, LLC (and its subsidiary entities) provide tax and business consulting services to their clients. RRBB Advisors, LLC (including subsidiary entities) and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the RRBB brand are independently owned and are not liable for the services provided by any other entity providing the services under the RRBB brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.


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