Tax Operations Director - CPA Practice Manager

Hubstaff - Scottsdale, AZ

Full-time

Remote - Scottsdale, AZ

Publishing Industries

About the position

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 CEO's 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• Ensure compliance with regulatory requirements and industry standards.
• Develop and implement risk management policies and procedures.
• Monitor and mitigate operational risks.
• Support the firm's strategic planning and business development initiatives.
• Identify opportunities for operational improvements and innovation.
• Participate in the development and execution of strategic plans.

Requirements

• 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).
• 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.
• Bachelor's degree in Business Administration, Accounting, Finance, or a related field.
• Advanced degree (e.g., MBA) preferred.

Nice-to-haves

• Experience in a high-technology use firm and from a firm that uses outsourced staff (global teams).
• Organizational and project management skills.
• Proficiency in operational software and technology tools.
• Strong financial acumen and budgeting skills.
• Knowledge of regulatory and compliance requirements relevant to the industry.