Tax Operations Manager

Whitman Advisory Job Community; New York (NY); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) match

Medical & dental benefits

Reduced summer hours

Team rotation opportunities

Training & seminars

Company events

Mentor programs

Community service events

Job summary

Whitman Advisory Job Community is seeking an exceptional Tax Operations Manager to lead cross-functional tax process improvements across the firm. You will transform the tax operating model, governance structure, and reporting protocols to deliver timely, scalable results.

The role offers growth into multiple positions within a dynamic New York team, with exposure to senior leadership and a focus on optimizing people, processes, and technology.

Qualifications

• 6–10 years of tax operations experience.
• Bachelor's degree in Accounting, Finance, Economics, or related field.
• PMP certification preferred.
• Willingness to learn new concepts; hardworking and proactive.

Responsibilities

• Establish operational procedures and controls.
• Identify process enhancements and systems deficiencies.
• Continuously enhance tax compliance processes leveraging technology.
• Identify risk/opportunity and develop mitigation strategies.
• Monitor progress of all projects and inform stakeholders.
• Manage administrative functions such as billing.
• Collaborate with workstreams to drive integration.
• Develop communications and presentations.

Skills

Tax operations

Metrics reporting

Strategic thinker

Resource allocation

Project delivery

Analytical skills

Communication skills

Team player

Education

Bachelor's degree in Accounting/Finance/Economics

PMP Certification

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 elevate 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
• A bachelor's degree in Accounting, Finance, Economics, or a related field required
• PMP Certification, preferred
• 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.

Position Reports to: Managing Partner of Tax and Advisory Department

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.