Tax Operations Manager

The Reserves Network; Omaha (NE); Hybrid; USD 85,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) with company match

Life and disability insurance

Unlimited PTO

Hybrid work option

Job summary

The Reserves Network is seeking a Tax Operations Manager to lead tax processors and front desk teams across multiple offices. This role emphasizes people leadership, workload management, training, and cross-functional partnership with tax leadership, HR, systems, and operations.

Ideal candidates will have 3+ years of leadership in high-volume environments, strong coaching skills, and a track record of implementing process improvements.

Qualifications

• 3+ years of leadership experience within tax, accounting, financial services, or high-volume processing environments.
• Proven experience training, coaching, and developing employees.
• Strong organizational and workload management skills.
• Ability to manage multiple deadlines and priorities.
• Strong problem solving and conflict resolution skills.

Responsibilities

• Lead, coach, and develop tax processors and front desk associates.
• Conduct regular one-on-ones, performance discussions, and team meetings.
• Support hiring, onboarding, training, and employee development.
• Serve as the primary escalation point for personnel and workflow challenges.
• Manage daily workload distribution across processing teams.
• Monitor work in progress, deadlines, capacity, and turnaround times.
• Reallocate resources as needed during peak filing periods.
• Coordinate front desk coverage and service standards across locations.
• Develop and deliver training for new and existing team members.
• Maintain clear procedures for tax processing and front office workflows.
• Improve processes related to intake, assembly, delivery, and client support.
• Support implementation of new systems, tools, and workflow enhancements.
• Work closely with Tax Directors, HR, Systems, and operational leadership.
• Translate technical standards into consistent day to day procedures.
• Help ensure processes are standardized and effectively executed across offices.

Skills

Leadership

People management

Training & coaching

Workflow management

Cross-functional collaboration

Job description

Work Environment: Primarily Onsite (Hybrid Option Outside of Peak Season)

Position Overview

We are partnering with a well established tax and wealth management organization seeking a Tax Operations Manager to lead the people, workflow, and day to day execution behind its tax processing and front office functions.

This is not a tax preparation or tax review role.

The focus is people leadership, workload management, training, process improvement, and ensuring consistent execution across multiple office locations. The successful candidate will lead tax processors and front desk associates while partnering closely with tax leadership, HR, systems, and operational teams.

Key Responsibilities

• Lead, coach, and develop tax processors and front desk associates
• Conduct regular one on ones, performance discussions, and team meetings
• Support hiring, onboarding, training, and employee development
• Serve as the primary escalation point for personnel and workflow challenges

Workflow Management

• Manage daily workload distribution across processing teams
• Monitor work in progress, deadlines, capacity, and turnaround times
• Reallocate resources as needed during peak filing periods
• Coordinate front desk coverage and service standards across locations

Training & Process Improvement

• Develop and deliver training for new and existing team members
• Maintain clear procedures for tax processing and front office workflows
• Improve processes related to intake, assembly, delivery, and client support
• Support implementation of new systems, tools, and workflow enhancements

Cross Functional Partnership

• Work closely with Tax Directors, HR, Systems, and operational leadership
• Translate technical standards into consistent day to day procedures
• Help ensure processes are standardized and effectively executed across offices

Qualifications

• 3 or more years of leadership experience within tax, accounting, financial services, professional services, or another high volume processing environment
• Proven experience training, coaching, and developing employees
• Strong organizational and workload management skills
• Ability to manage multiple deadlines and priorities
• Strong problem solving and conflict resolution skills

Preferred Experience

• Multi office team leadership
• Document management or client portal systems

Ideal Candidate Profile

The strongest candidate is a people focused leader who can create structure, hold teams accountable, and keep a high volume operation moving smoothly.

They will be:

• Organized and proactive
• Comfortable coaching and developing others
• Calm during peak workload periods
• Strong at balancing people and business needs
• Collaborative and service oriented
• Focused on continuous improvement
• Base salary of $85,000 to $90,000
• Medical, dental, and vision insurance
• 401(k) with company match
• Life and disability insurance

Schedule

Standard office hours are Monday through Friday, approximately 8:00 a.m. to 4:30 p.m.

Additional hours may be required during peak filing periods. Some flexibility to work from home may be available during non peak seasons.

Why Consider This Opportunity

• Highly visible people leadership role
• Opportunity to improve operations across multiple offices
• Direct impact on employee development and career progression
• Strong benefits and unlimited PTO
• Stable organization with long term growth potential