Tax Resource Manager

Overview

An independent full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals is seeking a Tax Resource Manager. The firm has offices in Long Island, NYC, White Plains, and South Carolina and is experiencing rapid growth with a strategic vision and dynamic plan.

Responsibilities

• Develop and maintain tax policies and procedures in collaboration with tax partners, including workflows and tax software processes.
• Manage the Form 8879 signature process to ensure compliance with firm policies.
• Oversee resource management activities such as onboarding, skill assessment, and assignment of tax engagements and workloads.
• Coordinate employee offboarding by reviewing assignments, reallocating work, and communicating staffing needs.
• Collaborate with the attest team to coordinate staffing and support employees working across tax and attest functions.
• Organize and coordinate CCH training initiatives and ongoing staff development.
• Work closely with tax administration to maintain tax software systems, including engagement letter setup.
• Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting.
• Drive due date management and deadline closure across regions, providing firm-wide backup support as needed.
• Support all tax platforms, including permissions management and onboarding for new clients and 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.
• Track utilization metrics and performance indicators; prepare reports to inform strategic decisions.
• 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.
• Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities.
• Continuously evaluate and improve operational and resource management processes.
• 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.
• Oversee tax production processes including return assembly, extensions, and information returns.
• Supervise electronic filing, monitor portals, and resolve rejections and schema validation errors.

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, with Excel expertise preferred.
• Working knowledge of Axcess Tax, CCH Document, GoFileRoom, SafeSend, CCH Workflow (XCM), and XCM Calendar.
• Ability to manage multiple priorities, meet tight deadlines, and perform effectively under pressure.
• Strong analytical skills and detail-oriented mindset.
• Excellent verbal and written communication skills.
• Proven leadership ability with experience mentoring and developing team members.
• Ability to work independently and collaboratively.
• Willingness to work extended hours during peak busy seasons.
• Ability to travel to assigned local offices for training and operational support as needed.

Compensation & Benefits

• Competitive salary range: $135,000 to $145,000 annually, commensurate with experience and qualifications.
• Commission structure to reward performance and support earning potential.
• Health, dental, and vision insurance with options for fully paid employee-only coverage.
• Company-paid life and long-term disability insurance.
• Ancillary benefits including supplemental life insurance and short-term disability options.
• Classic Safe Harbor 401(k) plan with employer contributions.
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning.

Location & Schedule

• Full-time position.
• Schedule: 9:00 AM to 5:30 PM, remote with East Coast hours (EST).
• Must reliably commute or plan to relocate to Woodbury, NY 11797 before starting work.
• Position operates as part of a US East Coast-based team with typical working hours aligning with EST.
• Flexibility in schedule management to maintain work-life balance while meeting business needs.

Equal Opportunity

The employer is an equal opportunity employer and considers all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.