Tax Resource Manager
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Job Description
Tax Resource Manager at Reid Accountants + Advisors, overseeing tax department operations and resource management to drive efficiency and support firm productivity.
Responsibilities:
- Serve as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment.
- Develop and maintain tax policies and procedures in collaboration with tax partners.
- Manage the Form 8879 signature process ensuring compliance with firm policies.
- Oversee resource management activities including onboarding and assessing skill sets.
- Collaborate with the attest team to coordinate staffing resources across functions.
- Partner with tax team on CCH training initiatives and staff development.
- Establish and maintain the tax software system including engagement letter setup.
- Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting.
- Drive due date management and deadline closure across regions.
- Forecast future resource needs based on production cycles, project pipelines, and organizational goals.
- Track utilization metrics and performance indicators; prepare reports for strategic decision-making.
- Identify and mitigate risks related to staffing shortages and process inefficiencies.
- Train, mentor, and manage Tax Operations Coordinators and tax professionals.
- Evaluate and improve operational and resource management processes to increase efficiency.
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, Axcess Tax, CCH Document, GoFileRoom, 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:
- Competitive salary starting at $135K-$145K annually, commensurate with experience and qualifications.
- A commission structure is in place to reward performance and support earning potential.
- Flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
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