Tax Operations Director

3 weeks ago

Atlanta, Georgia, United States Safe Tax LLC Full time
Job Overview

Safe Tax LLC is seeking a highly skilled Tax Operations Director to lead our team and drive growth through effective leadership and strategic management.

The successful candidate will play a pivotal role in maintaining the office's reputation for excellence, ensuring client satisfaction, and driving growth.

About the Role

$120,000 - $150,000 per year

We are looking for an experienced tax professional with exceptional leadership skills, the ability to thrive under pressure, and a passion for delivering top-notch tax services.

Key Responsibilities

Leadership and Team Management:

  • Lead, motivate, and mentor a team of tax professionals, administrative staff, and support personnel.
  • Set clear performance expectations, goals, and standards for the team.
  • Foster a collaborative and high-performance work culture.

Client Relations:

  • Cultivate and maintain strong client relationships, addressing their tax-related needs and inquiries.
  • Ensure that clients receive exceptional tax services, including accurate tax return preparation and strategic tax planning.

Compliance and Regulatory Oversight:

  • Stay current with tax laws, regulations, and updates, ensuring full compliance.
  • Guarantee that the tax office and its employees adhere to all relevant tax regulations and ethical guidelines.
  • Conduct regular internal audits and quality checks to maintain compliance and accuracy in tax filings.

Operational Management:

  • Oversee daily operations, including appointment scheduling, client intake, and workflow management.
  • Implement efficient processes and workflows to optimize productivity and reduce errors.
  • Manage office resources, budgets, and financial reporting.

Business Development and Growth:

  • Develop and execute strategies to expand Safe Tax LLC's client base and increase revenue.
  • Identify opportunities for cross-selling additional services such as financial planning or investment advisory.
  • Monitor market trends and competitors to maintain competitiveness and innovation.

Financial Management:

  • Manage the financial aspects of Safe Tax LLC, including revenue, expenses, and profitability.
  • Make data-driven decisions to ensure the financial success of the office.

Training and Development:

  • Provide training, mentoring, and professional development opportunities to staff to enhance their tax expertise.
  • Encourage staff to pursue relevant certifications and stay updated on industry trends.

Reporting and Communication:

  • Maintain regular communication with senior management, reporting on office performance, challenges, and growth opportunities.

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