Tax Operations Resource Manager

Crete Professionals Alliance

Tax Operations & Resource Manager overseeing tax production processes and effectiveness for RRBB Accountants & Advisors. Driving efficiency and managing teams across local and national offices.

Posted 5/4/2026full-timeSomerset • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $140,000 per yearWebsite

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

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 conducting weekly check-ins and training sessions.
Identify skill gaps and facilitate targeted training opportunities to enhance team capabilities.
Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities.
Continuously evaluate and improve operational and resource management processes to increase efficiency and effectiveness.
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.

Requirements

What you’ll need

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 CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, 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

Comp & perks

Health insurance
Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax production processese-filingreturn assemblyresource allocation strategiesutilization metricsperformance indicatorstax production workflowscompliance processesanalytical skillsMicrosoft Office Suite

Soft Skills

leadershipmentoringcommunication skillsconflict resolutionteam collaborationtime managementdetail-orientedproblem-solvingtrainingorganizational skills

Certifications

Bachelor’s degree in Business AdministrationBachelor’s degree in Human ResourcesBachelor’s degree in Accounting