Director of Tax Operations

Job Summary

Overseeing the operational management of the firm's tax preparation program, the full-time Director of Tax Operations will ensure accurate and timely completion of tax returns through external partners while maintaining compliance and quality standards in a fully remote environment.

Key responsibilities

• Manage the end-to-end operational workflow for tax preparation engagements, including onboarding, document collection, and filing
• Establish and maintain operational controls to ensure compliance, quality, and timely tax preparation
• Serve as the primary escalation point for operational issues, providing clear communication and support to advisors and clients throughout the tax preparation lifecycle

Required qualifications

• Bachelor's degree in accounting, finance, business, operations, or a related field
• Minimum of eight years of experience in tax operations, tax preparation, or financial services operations
• Working knowledge of individual income tax preparation processes and tax-season workflows
• Strong project management and process management skills with the ability to manage high volumes and competing deadlines
• Experience developing and maintaining operational controls, procedures, and documentation