Hybrid Tax Operations Resource Manager

at Crete Professionals Alliance

• Job title: Tax Operations Resource Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $130,000 - $140,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Assembly
• Location requirements: Hybrid, Somerset, United States

About the role

• Tax Operations & Resource Manager overseeing tax production processes and effectiveness for RRBB Accountants & Advisors. Driving efficiency and managing teams across local and national offices.

Responsibilities

• Oversee and manage tax production processes including e-filing, return assembly, extensions, and information returns across local offices and national pools.
• Supervise electronic filing (including Forms 1042, 1099, and 8027), monitor portals, and resolve rejections and schema validation errors.
• Manage SafeSend delivery, SurePrep binder creation and verification, and CCH Workflow (XCM) task management and reporting.
• Drive due date management and deadline closure across regions while providing national backup support as needed.
• Support all tax platforms, including permissions management and onboarding for new clients and newly integrated firms.
• Develop and execute resource allocation strategies to optimize scheduling, utilization, and workforce planning.
• Forecast future resource needs based on production cycles, project pipelines, and organizational goals.
• Collaborate with Partners and Project Managers to align staffing plans with engagement requirements and firm objectives.
• Track utilization metrics and performance indicators; prepare reports to inform strategic decision-making.
• Identify and mitigate risks related to staffing shortages, workload imbalances, or process inefficiencies.
• Train, mentor, and manage Tax Operations Coordinators and tax professionals, including conducting weekly check-ins and training sessions.
• Identify skill gaps and facilitate targeted training opportunities to enhance team capabilities.
• Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities.
• Continuously evaluate and improve operational and resource management processes to increase efficiency and effectiveness.
• Ensure adherence to departmental policies, procedures, and best practices across all offices.
• Provide support to Tax Operations SWAT teams and contribute to cross-functional initiatives.

Requirements

• Bachelor’s degree in Business Administration, Human Resources, Accounting, or related field (or equivalent experience).
• Minimum of 5 years of progressive experience in tax operations, accounting, or resource management.
• Strong understanding of tax production workflows and compliance processes.
• Advanced proficiency in Microsoft Office Suite (Excel expertise preferred).
• Working knowledge of CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, SafeSend, CCH Workflow (XCM), and XCM Calendar.
• Demonstrated ability to manage multiple priorities, meet tight deadlines, and perform effectively under pressure.
• Strong analytical skills with a detail-oriented mindset.
• Excellent verbal and written communication skills.
• Proven leadership ability with experience mentoring and developing team members.
• Ability to work both independently and collaboratively within a team environment.
• Willingness to work extended hours during peak busy seasons.
• Ability to travel to assigned local offices for training and operational support as needed.

Benefits

• Health insurance
• Professional development opportunities