Tax Practice Operations Lead: Drive Workflow Excellence

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

Benefits offered by this job

Annual bonus

Health insurance

401(k)

Retirement plan matching

Paid time off

Parental leave

Professional development assistance

Equity ownership after vesting

Job summary

Strategic Tax & Accounting, LLC, located in Birmingham, Alabama, is hiring a Tax Practice Operations Manager to run tax engagement workflows from intake through filing. This in-office role reports to the COO and offers a base salary of $50,000 to $75,000 plus bonus and benefits.

The ideal candidate will coordinate Canopy and Drake software, optimize processes, and manage deadlines across busy tax seasons. Strong technical, analytical, and organizational skills are essential.

Qualifications

• Strong technology, analytical and organizational skills.
• 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.

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.

Job description

Strategic Tax & Accounting, LLC, located in Birmingham, Alabama, is hiring a Tax Practice Operations Manager to run tax engagement workflows from intake through filing. This in-office role reports to the COO and offers a base salary of $50,000 to $75,000 plus bonus and benefits.

The ideal candidate will coordinate Canopy and Drake software, optimize processes, and manage deadlines across busy tax seasons. Strong technical, analytical, and organizational skills are essential.