Tax Practice Operations Lead — Automations & Workflows

Strategic Tax & Accounting, LLC; Birmingham (AL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Annual bonus tied to firm tax revenue

Health insurance

Group term life and disability insurer

Paid time off and holidays

Professional development assistance

Equity ownership after vesting period

Job summary

Strategic Tax & Accounting, LLC in Birmingham, AL is hiring a Tax Practice Operations Manager to run the systems that move 2,000 client tax engagements from intake through preparation, review, filing and completion.

This in-office role requires strong technology, analytical and organizational skills and the ability to manage complex workflows with hard deadlines. You will work with Canopy alongside Drake software and report to the COO.

Qualifications

• Strong technology, analytical and organizational skills are required.
• Ability to manage complex processes involving many clients, team members and hard deadlines.
• Ability to work extended hours January through April and September through October.
• Experience with Canopy, Karbon, TaxDome or similar practice management software is strongly preferred.

Responsibilities

• Build and improve workflows, templates and automations in Canopy for tax preparation and tax planning engagements
• Route incoming client documents and track each return through the preparation process
• Maintain a system identifying files waiting on information versus ready for preparation, and flag stalled engagements
• Build reports and dashboards tracking engagement status, deadlines and workflow performance
• Identify bottlenecks, eliminate redundant steps, automate where possible and train the tax team on improvements

Skills

Technology

Analytical skills

Organizational skills

Process management

Education

Bachelor's degree in Business/Accounting/MIS/Operations or Finance

MBA

Tools

Canopy

Karbon

TaxDome

Job description

Strategic Tax & Accounting, LLC in Birmingham, AL is hiring a Tax Practice Operations Manager to run the systems that move 2,000 client tax engagements from intake through preparation, review, filing and completion.

This in-office role requires strong technology, analytical and organizational skills and the ability to manage complex workflows with hard deadlines. You will work with Canopy alongside Drake software and report to the COO.