Remote Regional Tax Operations Leader

UHY-US; New York (NY); Remote; USD 120,000 - 180,000; Full time

Job summary

UHY Advisors seeks a Regional Tax Operations Lead to optimize practice operations across multiple tax teams. The role focuses on client allocation, workload balancing, and driving software adoption and workflow standardization in a remote setting with occasional travel.

The ideal candidate has 5+ years in tax or accounting operations, strong process discipline, and the ability to coordinate cross-office initiatives and integrate acquired firms into standardized systems.

Qualifications

• 5+ years of experience in practice operations, professional services operations, or a related role within tax or accounting.
• Demonstrated experience managing client or engagement allocation, workload balancing, or capacity planning.
• Experience driving software or systems adoption across teams, ideally during a platform transition or acquisition integration.
• Familiarity with document management, records retention, and compliance requirements in a professional services environment.

Responsibilities

• Manage client and engagement allocation across multiple practices, balancing staff capacity, expertise, workload, and client relationship continuity.
• Monitor workload distribution and utilization, identifying capacity gaps, imbalances, and opportunities to improve resource planning.
• Partner with practice leaders to reallocate clients and engagements as staffing needs, turnover, and seasonal demand change.
• Maintain a region-wide view of client assignments and workload to support operational planning and decision-making.
• Drive adoption of standardized tax and practice management systems through training, office hours, change management, and ongoing support.
• Track system usage, workflow completion, and adoption metrics, addressing gaps and escalating concerns to leadership.
• Coordinate with Product and Transformation teams on regional system rollouts and process changes.
• Promote consistent use of standardized workflows, checklists, standard operating procedures, and service delivery practices.
• Conduct process reviews to identify deviations, operational gaps, and compliance risks, and partner with practice leaders on remediation.
• Oversee document management practices, including file organization, naming conventions, records retention, and access controls.
• Partner with Compliance and IT/Security teams to address documentation and records management deficiencies.
• Support the integration of newly acquired firms by helping staff adopt standardized systems, processes, and operating expectations.
• Identify and elevate operational, compliance, and staffing risks to regional leadership.
• Develop and maintain dashboards covering client allocation, utilization, software adoption, process compliance, and document management.
• Provide regular operational reporting and metrics to regional leadership to support planning and continuous improvement.

Skills

Client allocation

Workload management

Software adoption

Cross-team collaboration

Operational reporting

Communication

Tools

Practice management systems

Document management systems

Job description

UHY Advisors seeks a Regional Tax Operations Lead to optimize practice operations across multiple tax teams. The role focuses on client allocation, workload balancing, and driving software adoption and workflow standardization in a remote setting with occasional travel.

The ideal candidate has 5+ years in tax or accounting operations, strong process discipline, and the ability to coordinate cross-office initiatives and integrate acquired firms into standardized systems.