Tax Operations Lead — Deliver Quality, Scale Growth

Prime-Corporate-Services; Murray (UT); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Health Coverage

PTO

401k with Company match

Parental Leave

Gym Pass

Snack provisions

Job summary

PRIME Corporate Services in Utah seeks a Senior Tax Operations Manager to partner with the VP of Tax and own day-to-day division operations. You will ensure client engagements move on time and every strategy meets our quality standards before delivery. This role is operations-first, backed by strong tax knowledge.

You will manage the engagement pipeline, monitor turnaround times, and support onboarding for new hires while coordinating with billing and client success.

Qualifications

• CPA or EA strongly preferred; review strategies and spot issues.
• 7+ years in tax, accounting, or professional services.
• 3+ years in operations, practice management, or team lead role.
• Proven track record building or improving processes, QC programs, or service delivery.
• Excellent client communication skills with a calm, solutions-focused approach.
• Highly organized; able to manage many moving pieces, deadlines, and people at once.
• Data-minded with experience using CRMs and reporting to manage a pipeline.
• Familiar with Salesforce, Slack, Google Workspace, and Zoom.

Responsibilities

• Quality control: Own the review process for client tax plans, from EA and professional review through client review and delivery.
• Operations and workflow: Manage the engagement pipeline from purchase to discovery call to plan delivery.
• Client response: Serve as the escalation point for client questions and coordinator for resolutions.
• Team support: Run the weekly team meeting and onboarding for new hires.
• Reporting: Track metrics like turnaround times and client satisfaction and turn findings into improvements.
• Process and systems: Document and improve workflows; keep Salesforce CRM accurate.
• Leadership partner: Collaborate with the VP of Tax on priorities and staffing.

Skills

CPA/EA

Tax expertise

Operations leadership

Process improvement

Client communication

Data-driven

CRM reporting

Cross-team collaboration

Education

CPA or EA preferred

Tools

Salesforce

Slack

Google Workspace

Zoom

Job description

PRIME Corporate Services in Utah seeks a Senior Tax Operations Manager to partner with the VP of Tax and own day-to-day division operations. You will ensure client engagements move on time and every strategy meets our quality standards before delivery. This role is operations-first, backed by strong tax knowledge.

You will manage the engagement pipeline, monitor turnaround times, and support onboarding for new hires while coordinating with billing and client success.