Tax Resource Manager

Crete Professionals Alliance

Tax Resource Manager at Reid Accountants + Advisors, overseeing tax department operations and resource management to drive efficiency and support firm productivity.

Posted 5/27/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $135,000 - $145,000 per yearWebsite

About the role

Key responsibilities & impact

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

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, 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

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax production processesresource managementcompliance processesanalytical skillsreport preparationoperational efficiencyworkflow systemstax policiesstaff developmentutilization metrics

Soft Skills

leadershipmentoringcommunication skillsability to manage multiple prioritiesdetail-oriented mindsetcollaborative workindependent workability to perform under pressuretime managementproblem-solving

Certifications

Bachelor’s degree in Business AdministrationBachelor’s degree in Human ResourcesBachelor’s degree in Accountingequivalent experience