Tax Operations Resource Manager

TAX OPERATIONS & RESOURCE MANAGER

POSITION SUMMARY

The Tax Operations & Resource Manager serves as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment. This role works closely with Tax Operations leadership, Partners, and service line leaders to drive efficiency, maximize utilization, and ensure consistent execution of tax policies and procedures across all offices. The position combines technical tax operations oversight with strategic resource management to support firm productivity and deliver a high-quality client experience.

CORE 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 conduct...