Standardize administrative operations to ensure consistency across Tax practice
Provide day-to-day guidance on workflow, deadlines, prioritization, and partner support expectations
Troubleshoot, address and resolve escalated issues
Monitor administrative capacity, coverage, and workload trends; proactively identify gaps and implement coverage solutions
Onboard administrative new hires in coordination with HR, Tax Operations, and local leadership
Build and deliver ongoing training sessions and refreshers
Work with Tax partners and leaders to align administrative support
Prepare performance review documentation and feedback summaries alongside partners and leaders
Mentor tax administrators to work together on goals, development plans, and performance improvement needs.
Integrate administrators from newly merged offices, including onboarding into firm systems and workflows, data transition support, and assessment of training/readiness gaps.
Travel to firm offices as needed to support onboarding, training, integration, and operational alignment
Drive process improvement by identifying inefficiencies and opportunities to enhance administrative workflows
Document best practices, procedures, and scalable processes.
Collaborate with Tax Operations leadership on centralized support models, standardization initiatives, and firmwide operational excellence efforts.
Requirements
Extensive experience in tax administration or professional services operation
Strong understanding of tax workflows, deadlines, and administrative support models
Proven ability to lead, coach, and support teams across multiple locations
Excellent written and verbal communication skills; able to produce concise, essential updates for broad audiences
Comfortable navigating change, growth, and complex organizational structures
Strong process design, continuous improvement, and automation mindset.
Comfort partnering cross-functionally (operations, technology, and practice leadership) to deliver outcomes.
Ability to multitask and prioritize tasks effectively
Discretion and confidentiality when handling sensitive information
Detail-oriented with a commitment to accuracy
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options