Tax Practice Operations Manager

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 | Birmingham, Alabama

Full-Time | In-Office | $50,000 to $75,000 + Bonus and Benefits

Strategic Tax & Accounting, LLC, a 2026 Quantum Certified Workplace and two-time Birmingham Business Journal Best Place to Work (2025 and 2026), is hiring a Tax Practice Operations Manager to run the systems that move roughly 2,000 client tax engagements from intake through preparation, review, filing and completion. This full-time, in-office position reports to the COO.

This is not a tax preparation position. An accounting degree and tax preparer experience are not required. You will need a working knowledge of common tax forms (W-2, 1099, K-1, Schedules C, E and F), the tax season calendar, and a genuine interest in building and running internal process systems. You will be the operational air traffic controller of our tax practice, working in Canopy (practice management and CRM) alongside Drake tax software.

What You Will Do

• 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

Your First Season

Our COO and a Canopy implementation consultant have already mapped our tax preparation workflows and built the client questionnaires, templates and information requests. You will work alongside them to monitor and improve these systems through the April deadline, then help design and launch the workflow for off-season tax planning engagements.

Requirements

• 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

Strongly Preferred

• Experience in a CPA firm, tax office or other professional services environment
• Experience with Canopy, Karbon, TaxDome or similar practice management software
• Bachelor's degree in Business, Accounting, MIS, Operations or Finance, plus 3+ years of relevant experience or an MBA

Compensation and Benefits

Base salary of $50,000 to $75,000 based on experience and qualifications, with the upper range for candidates with tax office management experience, Canopy (or similar) experience, or an MBA. Benefits include:

• Annual bonus tied to firm tax revenue
• Health, group term life and disability insurance
• Paid time off, holidays and paid medical leave
• Professional development and continuing education assistance
• Equity ownership after a vesting period

About Us

Strategic Tax & Accounting is a growing, multiple office CPA firm serving small business owners, entrepreneurs, investors and individuals with complex tax needs. We are the flagship of a group of affiliated firms that also includes a law firm and a financial advisory firm, so our clients receive integrated tax, legal and financial planning advice.

In 2025, Birmingham, Alabama was named one of Top five metro areas in the U.S. for young, college-degreed professionals ( https://www.wsj.com/lifestyle/careers/us-cities-entry-level-job-market-ab688897?reflink=desktopwebshare_permalink )

Over the past decade, Strategic Tax & Accounting LLC has been honored with many awards from local and state wide media and educational organizagions:

Birmingham Business Journal – Leadership in Finance Award (2026)

Birmingham Business Journal – Best Places to Work (2025 & 2026)

Cullman Times Best of the Best – Best Tax Preparation (2026) & Best Accounting Services (2025)

UAB Collat School of Business – Spirit of Collat Award (2025)

Birmingham Business Journal – Who's Who in Accounting (2023, 2024 & 2025)

Birmingham Business Journal – CEO Award (2022)

UAB National Alumni Association – Excellence in Business Top 25 (2014, 2021, 2023 & 2024)