Tax Operations Lead

MBC Talent Connections; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

100% employer-paid health insurance

401(k) match

Paid time off (PTO)

Job summary

MBC Talent Connections in Miami, FL seeks a Tax Operations Lead to manage tax intake, client documentation, and entity formation processes. You will coordinate collection efforts, ensure files are complete, and serve as the primary liaison for intake workflows.

This hands-on role requires strong organizational skills, attention to detail, and solid knowledge of individual and business tax basics, with bilingual English/Spanish proficiency.

Qualifications

• 2–3+ years in a tax or accounting firm
• Knowledge of Forms 1040, 1065, 1120-S, 1120
• Understanding of entity types and corporate structures
• Strong organizational and communication skills
• Bilingual in English and Spanish

Responsibilities

• Review prior-year returns and client files to build customized document request lists each tax season
• Coordinate client document collection and follow‑up, prioritizing outstanding items with the Tax Administrator
• Track missing documentation across the client base to keep files moving on schedule
• Conduct pre‑preparation reviews to catch missing information, inconsistencies, or new client activity
• Prepare intake notes summarizing client changes and open items for preparers
• Process entity formations — LLCs, corporations, S-corp elections, EIN applications, registered agents, and foreign qualifications — across Florida and other states
• Advise clients on entity types and corporate structures, routing technical tax or legal questions to the right team member
• Monitor annual report deadlines and state filing requirements
• Serve as the go‑to contact for intake procedures and workflow priorities
• Communicate with clients professionally by phone, email, and portal
• Help develop and refine intake procedures, checklists, and templates

Skills

Tax knowledge

Team coordination

Client communication

Bilingual English/Spanish

Organizational skills

Job description

Tax Operations Lead

Location: Miami, FL | Full-Time, On-Site
Compensation: Competitive, based on experience

About the Role

A tax and accounting firm is seeking a Tax Operations Lead to run its tax intake and client documentation process. In this role, you'll review prior-year tax information, determine what documentation each client needs, coordinate collection efforts, and make sure files are complete and organized before they go to preparation. You'll also manage entity formations and state compliance matters, and act as the primary resource for the Tax Administrator on intake procedures and workflow priorities.

This is a hands‑on position suited to someone with strong organizational instincts, sharp attention to detail, and a solid grasp of individual and business tax fundamentals.

What You'll Do

• Review prior-year returns and client files to build customized document request lists each tax season
• Coordinate client document collection and follow‑up, prioritizing outstanding items with the Tax Administrator
• Track missing documentation across the client base to keep files moving on schedule
• Conduct pre‑preparation reviews to catch missing information, inconsistencies, or new client activity
• Prepare intake notes summarizing client changes and open items for preparers
• Process entity formations — LLCs, corporations, S-corp elections, EIN applications, registered agents, and foreign qualifications — across Florida and other states
• Advise clients on entity types and corporate structures, routing technical tax or legal questions to the right team member
• Monitor annual report deadlines and state filing requirements
• Serve as the go‑to contact for intake procedures and workflow priorities
• Communicate with clients professionally by phone, email, and portal
• Help develop and refine intake procedures, checklists, and templates

What You'll Bring

• 2–3+ years of experience in a tax or accounting firm
• Working knowledge of individual and business returns (Forms 1040, 1065, 1120‑S, 1120) and related documentation
• Understanding of common business entity types and corporate structures
• Strong organizational skills and the ability to manage high volume during tax season
• Excellent written and verbal communication
• Experience directing team members or coordinating shared workflows
• Exceptional attention to detail and accuracy
• Bilingual in English and Spanish

Nice to Have

• Multi‑state entity formation experience
• Experience with state compliance filings and annual report requirements
• Experience coordinating tax department workflows or client intake processes

Schedule & Benefits

• Standard hours: 9:00 AM–6:00 PM with a 1-hour lunch (some flexibility)
• On‑site only — no remote option
• 100% employer‑paid health insurance
• 401(k) match
• PTO (vacation + sick)