Tax Operations Manager
4 days ago
We are seeking a highly skilled Tax Operations Manager to lead our Trust Tax Outsourcing team. As a key member of our operations management team, you will be responsible for managing the day-to-day operations of our tax preparation service, including the generation and filing of tax returns during tax season and review of transactional data during off-season.
Key Responsibilities:- Manage the overall Trust Tax Outsourcing operation, including production and filing of tax returns, conversions of clients from other platforms, and onboarding process.
- Lead a diverse team of fiduciary tax professionals to provide timely, efficient, and accurate production of high volumes of tax information statements and tax returns.
- Manage customer experiences and all communications, including answering client tax-related questions and communicating with clients during the year on deadlines and deliverables.
- Meet all compliance deadlines with IRS and State agencies, and set training plans for new and existing employees on tax law changes and new system enhancements.
- Collaborate with various internal departments, including Product Management, Support Customer Service, Development, Marketing, and Sales, and present outsourcing services to prospective clients.
- Bachelor's Degree in Accounting, Finance, or related field, with CPA or EA certification a plus.
- Minimum 3+ years' experience managing a tax department in an accounting practice, wealth management, or financial institution, with a minimum of 3+ years managing a team of at least 5 or more.
- Excellent oral, written, and presentation skills, with strong attention to detail and ability to look at results from a variety of dimensions.
- Ability to interact with internal and external clients, assess business challenges, and collaboratively define solutions to address key issues.
- Self-motivated individual who can work with limited direction, while keeping key stakeholders apprised of project status.
We are a leading global provider of innovative software, expertise, and services for professionals in the legal, tax, and compliance sectors. Our solutions help professionals navigate complex laws and regulations with accuracy, greater mobility, and speed.
We are an equal opportunity employer and welcome applications from diverse candidates. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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