Tax Director – Practice Operations

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🔥 2 minutes ago

🌵 Arizona, Nevada, +3 more states – Remote

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

💵 $138.4k - $173k / year

⏰ Full Time

🔴 Lead

💰 Tax

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REDW Wealth Management

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1997

💸 Finance

🤝 B2B

Finance • B2B

REDW Wealth Management is the wealth management and SEC-registered investment advisory subsidiary of REDW Advisors & CPAs. REDW Advisors & CPAs provides integrated advisory services including financial advising, accounting, tax, valuation, wealth management, corporate finance, cybersecurity, HR consulting, forensic and investigative services, business valuation, audit & assurance, tax services, and advisory for Tribal Nations and other clients. REDW Wealth offers financial planning, wealth management, fee-only fiduciary advisory services, Social Security guidance, and retirement planning; it supports private clients and employer-sponsored retirement plan services. REDW serves national and international clients with multiple offices in the U. S. and emphasizes tailored, integrated financial and tax strategies.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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