Tax Director – Practice Operations

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🕒 Julho 30

🌵 Arizona, Nevada, +3 estados a mais – Remoto

🌵 Arizona – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote

💵 $138.400 - $173.000 / ano

⏰ Tempo Integral

🔴 Especialista

💰 Tributário

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REDW Wealth Management

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 1997

💸 Finanças

🤝 B2B

Finance • B2B

A REDW Wealth Management é a subsidiária de gestão de patrimônio e consultoria de investimentos registrada na SEC da REDW Advisors & CPAs. A REDW Advisors & CPAs oferece serviços de consultoria integrada, incluindo assessoria financeira, contabilidade, tributação, avaliação, gestão de patrimônio, finanças corporativas, cibersegurança, consultoria em recursos humanos, serviços forenses e investigativos, avaliação de negócios, auditoria e asseguração, serviços fiscais e consultoria para Nações Tribais e outros clientes. A REDW Wealth oferece planejamento financeiro, gestão de patrimônio, serviços de consultoria fiduciária com remuneração baseada apenas em honorários, orientação sobre Previdência Social e planejamento de aposentadoria; apoia clientes privados e serviços de planos de aposentadoria patrocinados por empregadores. A REDW atende clientes nacionais e internacionais com múltiplos escritórios nos EUA e enfatiza estratégias financeiras e fiscais personalizadas e integradas.

Descrição

• Lead the day-to-day operations of the Tax Department, ensuring efficient service delivery and achievement of departmental goals • Oversee tax compliance workflows and monitor tax return production to ensure timely completion of engagements and filing deadlines • Partner with Tax Principals and Managers to manage workload capacity, project status, and resource allocation across the department • Drive process improvement, standardization, and operational efficiency to enhance productivity, quality, and client service • Monitor key performance metrics including utilization, realization, profitability, turnaround times, and department performance • Support tax season planning, workforce forecasting, scheduling strategies, and workload balancing to meet business demands • Lead, coach, and develop team members while fostering a culture of accountability, collaboration, and continuous improvement • Champion the use of technology, automation, reporting tools, and AI-enabled solutions to streamline operations and improve visibility • Collaborate with firm leadership and cross-functional teams to align staffing, budgeting, and operational priorities with business objectives • Support recruiting, onboarding, talent development, and compliance with firm policies, professional standards, and regulatory requirements.

🎯 Requisitos

• Bachelor’s degree in Accounting, Finance, Business, Operations Management, or a related field. • Minimum of 8 years of progressive experience in public accounting, tax operations, tax administration, tax compliance management, or professional services operations, including experience supporting tax service delivery and department performance. • Preferred: Prior experience in a tax practice operations leadership role, such as Tax Operations Director, Tax Practice Administrator, Tax Practice Manager, Tax Operations Manager, or similar role. • Preferred: Hands-on experience with tax practice management and workflow platforms such as CCH Axcess, Workflow/XCM, SafeSend, Aiwyn, Beeye, or comparable systems. • Preferred: Experience supporting a large, multi-office, or complex tax practice with multiple service lines, specialized practice areas, shared resources, or significant seasonal capacity needs. • Preferred: CPA, EA, or JD preferred, but not required, when the candidate has significant tax operations leadership experience. • Strong working knowledge of tax compliance operations, engagement lifecycle management, filing deadlines, extensions, work-in-process management, billing processes, and public accounting firm tax practices. • Experience managing operational workflows, capacity planning, scheduling, workload balancing, resource planning, and process execution in a professional services environment. • Experience with budgeting, forecasting, KPI reporting, revenue and profitability metrics, utilization, realization, and operational decision-making. • Experience using practice management, workflow, reporting, dashboard, or similar systems to monitor work, deadlines, capacity, and department performance. • Experience leading process improvement, standardization, technology adoption, automation, or AI-enabled workflow initiatives that improve efficiency, quality, accountability, and the team or client experience. • Demonstrated ability to partner cross-functionally with firm leadership, People Operations, Finance, Resource Management, Client Success, IT, Marketing/Business Development, and other stakeholders to support department and firm initiatives. • Demonstrated ability to lead, coach, and hold team members accountable for performance, quality, service standards, workflow milestones, and deadlines. • Strong analytical, communication, organizational, project management, and problem-solving skills, with the ability to manage multiple priorities and support sound operational decisions.

🏖️ Benefícios

• Medical, dental, vision, life, disability • 401(k) with match • HSA and FSA options • Flexible PTO + 10 holidays • Monthly wellness reimbursement • Learning platform + credential support • Ongoing development resources • $150 annual WFH allowance • Tech provided • Award-winning workplace • Strong focus on collaboration and inclusion