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About the role
Key responsibilities & impact- Design, implement, and continuously improve QC and compliance processes for centralized processing, delivery and e-file teams.
- Collaborate with Manager of Centralized Returns to manage the centralized teams process and team members.
- Monitor team performance and establish metrics, dashboards, and routines to identify trends and drive corrective actions.
- Forecast volumes of returns coming to centralized teams and share proactive capacity/throughput insights with stakeholders.
- Troubleshoot, address and resolve escalated issues
- Coordinate essential due-date communications to the practice
- Stay up to date on filing due date changes and tax software updates.
- Partner with technology/development teams to identify, prioritize, and deliver automation opportunities to improve accuracy and efficiency of centralized teams.
- Review workflows and revise when needed to standardize and processes
- Develop and maintain a contingency plan for the weeks leading up to major due dates, including escalation paths, surge capacity, and communication cadence.
- Drive innovation and creative solutions to improve efficiency and responsibly expand offshore leverage and seasonal staffing models.
- Support organizational planning for centralized teams, including restructuring recommendations aligned to operational goals.
Requirements
What you’ll need- Demonstrated experience leading QC and compliance programs in a high-volume, deadline-driven environment.
- Strong process design, continuous improvement, and automation mindset.
- Ability to forecast demand, translate data into actions, and manage competing priorities around peak deadlines.
- Clear written and verbal communication skills; able to produce concise, essential updates for broad audiences.
- 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
- Adaptable to changing priorities and working in a fast-paced environment
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
QC processescompliance processesprocess designcontinuous improvementautomationmetrics establishmentdata analysisworkflow reviewcontingency planningcapacity forecasting
Soft Skills
leadershipcommunicationmultitaskingprioritizationadaptabilityattention to detailproblem-solvingcollaborationdiscretioninnovation