Tax Operations Manager

Own the engine room of a growing firm's
Tax and SBA Service Lines
. You'll lead the operations function—capacity, scheduling, global resourcing, technology, training, and performance—so partners and client teams can deliver at a high level. This role aligns day-to-day execution with long-term strategy, drives standardization and innovation, and serves as the connective tissue between leadership and the broader ops team.

Work arrangement & cadence

This is a full-time, on-site leadership role (
40+ hours/week
), based in
Manhattan
with
one on-site day per month in Rochester
. Given the scope and seasonality, expect approximately
2,300–2,400 hours annually
to be successful.

What you'll lead

Resourcing & Scheduling

• Run full-cycle resource planning (forecasts, recruiting strategy, global utilization) and the daily/long-term schedule.
• Balance capacity, charge-hour targets, and equitable workloads by team strengths and industry specialization.
• Manage resource pools and job reassignments; own relationships and SLAs

People Development & Performance

• Oversee onboarding, training programs (including for global teams), and ongoing coaching/feedback.
• Lead annual cycles (merit, bonuses, promotions, exits) and partner with HR on
  PIPs
  .
• Build a culture of continuous improvement and cross-functional collaboration.

Process, Quality & Integration

• Partner with
  Lean Six Sigma
  teams/consultants to standardize processes, remove waste, and scale best practices.
• Lead portions of firmwide standardization/innovation initiatives; implement Lean6 with newly merged firms.
• Support operational integration for
  M&A
  and senior hires.

Technology & Data

• Own and optimize the ops tech stack:
  STAR, CCH ProSystem fx (PFX), Axcess, SharePoint, Power BI, Workday,
  , and related workflow tools; partner closely with Enterprise/IT.
• Build dashboards and deliver standardized metrics to Service Line leaders for real-time decisions.

Financial & Strategic Ops

• Support budgeting, partner time optimization, and service-line
  pro forma
  and long-range planning.

What you bring

• Bachelor's degree required;
  Master's or CPA preferred
  .
• Public accounting background with
  tax or operations leadership
  strongly preferred.
• Proven track record managing
  large, multi-level teams
  .
• Project management excellence and
  process improvement
  chops (
  Lean Six Sigma
  a plus).
• Deep understanding of public-accounting workflows/systems.
• Exceptional interpersonal, communication, and analytical skills.
• Tech-savvy; fluent with
  Workday, Power BI,
  (and comfortable mastering new tools).