• Build high-performing teams and manage capacity through developing and facilitating scalable, flexible, and efficient processes that maximize capacity and minimize labor costs relative to revenue.
• Continuously create and refine capacity models, forecasting tools, workflow systems, and cycle time monitoring to ensure predictable production, optimized utilization, and scalable operational performance.
• Define clear production expectations for each role, monitor output against standards, and enforce accountability by identifying performance gaps, removing blockers, and driving consistent execution across the tax team.
• Ensure the firm’s goals, objectives, and processes are clearly communicated, understood, and executed consistently by each team member.
• Set clear performance targets, monitor progress, and conduct regular check-ins, driving a culture of accountability and holding team members accountable to deadlines, revenue, and quality metrics.
• Conduct regular coaching and training sessions, as well as monthly goal check-ins, to remove blockers, foster accountability, encourage professional growth, and drive best-in-class client service.

Tax Director

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About the role

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Hard skills

Soft skills

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