Tax Operations Director – CPA Practice Manager

Role type : Full-time (40 hours per week)

Work model : Fully remote

Working hours : 8 AM to 5 PM Mountain Standard Time (MST)

Welcome to TaxGoddess.com, the most vibrant professional services firm on the planet We're all about providing top-notch solutions to our clients and having a blast while doing it.

Our global team is in hot pursuit of the right candidate to be our newly created role of Tax Operations Director

This role focuses on strategizing operational improvements, enhancing efficiency, and steering our practice toward achieving excellence in client service and compliance.

This fully remote position is designed for a leader who understands the intricate balance between guiding departments and executing the CEOs vision for unparalleled operational excellence.

This role will fit a seasoned professional with a robust background in managing and optimizing the Tax Operations of USA CPA firms.

The Tax Operations Director will ensure that the Tax Goddess operates smoothly and efficiently, supporting the firm's overall goals by maintaining high standards of service, optimizing resources, and driving continuous improvement.

𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬

Operational Management :

Oversee the billable team (tax, strategy, payroll, entity formation) operations to ensure efficiency and effectiveness.

Develop and implement tax operational policies and procedures.

Monitor and improve tax operational processes to enhance service delivery and client satisfaction.

Team Leadership :

Lead and manage core billable teams and their sub-managers.

Foster a positive and productive work environment.

Conduct performance evaluations, provide feedback, and support professional development.

Resource Allocation :

Manage resource allocation to ensure optimal staffing levels for various projects.

Coordinate with department heads to understand and address resource needs.

Implement systems to track and manage firm resources effectively.

Client Service :

Ensure high-quality client service by maintaining operational standards.

Address client concerns and operational issues promptly and effectively.

Collaborate with client-facing teams to ensure seamless service delivery.

Financial Management :

Oversee budgeting, financial planning, and cost control for operational functions.

Monitor and report on financial performance related to operational activities.

Implement strategies to improve operational cost-efficiency.

Technology and Systems :

Evaluate and implement technology solutions to enhance operational efficiency.

Ensure the billable team's systems and software are up-to-date and meet operational needs.

Oversee the maintenance and security of IT systems to ensure they meet AICPA / State Board requirements.

Compliance and Risk Management :

Ensure compliance with regulatory requirements and industry standards.

Develop and implement risk management policies and procedures.

Monitor and mitigate operational risks.

Strategic Planning :

Support the firms strategic planning and business development initiatives.

Identify opportunities for operational improvements and innovation.

Participate in the development and execution of strategic plans.

𝐀𝐛𝐨𝐮𝐭 𝐘𝐨𝐮

To be successful in this role you will have a minimum of 7 years of extensive experience from one of the top 100 US CPA Firms (KPMG, PWC, EY, Deloitte, etc.

is a huge plus). You must possess deep knowledge of the intricacies of US accounting practices. Below are a few key skills and qualifications you will be expected to bring to the table :

Your experience in your firm must be in a high-technology use firm and from a firm that uses outsourced staff (global teams).

Extensive experience in tax operations management within a CPA firm.

Comprehensive understanding of US GAAP, IRS regulations, and US tax laws.

Proven track record of managing teams and improving operational efficiency.

Organizational and project management skills along with proficiency in operational software and technology tools.

Strong financial acumen and budgeting skills with the ability to analyze complex problems and develop effective solutions.

Knowledge of regulatory and compliance requirements relevant to the industry.

Bachelor's degree in Business Administration, Accounting, Finance, or a related field.

Advanced degree (e.g., MBA) preferred.

𝑻𝒂𝒙 𝑮𝒐𝒅𝒅𝒆𝒔𝒔 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒔 𝒆𝒒𝒖𝒂𝒍 𝒄𝒐𝒏𝒕𝒓𝒂𝒄𝒕𝒐𝒓 𝒐𝒑𝒑𝒐𝒓𝒕𝒖𝒏𝒊𝒕𝒊𝒆𝒔 𝒕𝒐 𝒂𝒑𝒑𝒍𝒊𝒄𝒂𝒏𝒕𝒔 𝒂𝒏𝒅 𝒔𝒕𝒂𝒇𝒇 𝒘𝒊𝒕𝒉𝒐𝒖𝒕 𝒓𝒆𝒈𝒂𝒓𝒅 𝒕𝒐 𝒓𝒂𝒄𝒆, 𝒄𝒐𝒍𝒐𝒓, 𝒓𝒆𝒍𝒊𝒈𝒊𝒐𝒏, 𝒂𝒈𝒆, 𝒔𝒆𝒙, 𝒔𝒆𝒙𝒖𝒂𝒍 𝒐𝒓𝒊𝒆𝒏𝒕𝒂𝒕𝒊𝒐𝒏, 𝒈𝒆𝒏𝒅𝒆𝒓 𝒊𝒅𝒆𝒏𝒕𝒊𝒕𝒚 / 𝒆𝒙𝒑𝒓𝒆𝒔𝒔𝒊𝒐𝒏, 𝒏𝒂𝒕𝒊𝒐𝒏𝒂𝒍 𝒐𝒓𝒊𝒈𝒊𝒏, 𝒑𝒓𝒐𝒕𝒆𝒄𝒕𝒆𝒅 𝒗𝒆𝒕𝒆𝒓𝒂𝒏 𝒔𝒕𝒂𝒕𝒖𝒔, 𝒅𝒊𝒔𝒂𝒃𝒊𝒍𝒊𝒕𝒚 𝒔𝒕𝒂𝒕𝒖𝒔, 𝒐𝒓 𝒂𝒏𝒚 𝒐𝒕𝒉𝒆𝒓 𝒍𝒆𝒈𝒂𝒍𝒍𝒚 𝒑𝒓𝒐𝒕𝒆𝒄𝒕𝒆𝒅 𝒃𝒂𝒔𝒊𝒔, 𝒖𝒏𝒅𝒆𝒓 𝒂𝒑𝒑𝒍𝒊𝒄𝒂𝒃𝒍𝒆 𝒍𝒂𝒘.