Tax Operations Manager

Whitman Advisory Job Community; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus targets

Retirement plan matching

Medical and dental benefits

Reduced hours during summer

Job summary

Whitman Advisory Job Community is seeking an exceptional Tax Operations Manager to transform the tax operating model and deliver data-driven process improvements. The role involves cross-functional collaboration across levels to drive scope, governance, and reporting enhancements.

The ideal candidate combines 6–10 years of tax operations experience with strong analytical and communication skills, and a proven ability to manage multiple initiatives within a fast-paced environment.

Qualifications

• 6-10 years of tax operations experience.
• Experience in collecting, analyzing, and reporting metrics.
• Strong written and verbal communication skills.
• Extensive knowledge of resource allocation and taxation workstreams.
• Experience delivering high-impact projects.
• Familiarity with tax software such as XCM, ShareFile, AutoFlow.

Responsibilities

• Establish operational procedures and controls.
• Identify process enhancements and systems deficiencies.
• Continuously enhance tax compliance processes leveraging technology.
• Identify risk areas and develop mitigation strategies and escalate issues.
• Monitor progress of all projects and keep stakeholders informed.
• Manage administrative functions, e.g. billing.
• Liaise with workstreams to drive collaboration and integration.
• Develop communications and presentations.

Skills

Tax operations

Metrics reporting

Strategic thinking

Analytical skills

Communication

Team player

EQ

Process improvement

Cross-functional collaboration

Tools

XCM

ShareFile

AutoFlow

Job description

We are seeking an exceptional individual with the right self-confidence to serve as a Tax Operations Manager, within the client firm's Tax and Accounting Division. The Operations Manager will work cross-functionally and cross-culturally at all levels of the organization to take challenging, ambiguous, or visionary concepts, and turn them into well scoped projects and deliver successful process improvement results in a time efficient manner. A successful candidate will have the opportunity to grow into multiple roles within the company.

Responsibilities

The Operations Manager will work at all levels of the organization to take challenging, ambiguous, or visionary concepts, and turn them into well scoped projects and transform the tax operating model (people, process, workstreams, technology, data), governance structure and reporting protocols to achieve our client's desired outcomes:

• Establish operational procedures and controls
• Identify process enhancements and systems deficiencies
• Continuously enhance tax compliance processes, leveraging technology
• Identify areas of risk/opportunity, develop appropriate risk mitigation strategies and escalated project issues and risks as needed
• Monitor progress of all team’s projects, maximize operational efficiencies, and make sure that key stakeholders are kept informed about progress and expected outcomes
• Management of some administrative functions, e.g. billing
• Liaise with various workstreams and teams within the firm to drive collaboration and integration where appropriate
• Develop communications and presentations

Skills and Experience for Success:

• Experience in developing, implementing, and maintaining tax processes
• Experience in collecting, analyzing, and reporting metrics
• Critical and strategic thinker who thrives in a quick pace, ever changing, complex environment.
• Extensive knowledge of resource allocation and ideally have experience in a tax office
• Experience in the delivery of high impact projects
• Experience with various tax software, e.g. XCM, ShareFile, AutoFlow
• Strong analytical skills
• Exceptional communication, writing, and listening skills. Team player with a high EQ willing to “roll up their sleeves to do what it takes”

Qualifications:

• The ideal experience will include:
• 6-10 years of tax operations experience
• The ideal candidate for the position must be willing to learn new concepts and ideas. They must be a hard worker and be comfortable sharing unique ideas and concepts.

Compensation:

The Company offers outstanding compensation packages where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options, as well as reduced hours during summer months and more. We offer team rotation opportunities, specialized educational courses and seminars, company events, senior mentor programs and community service events.