Description:

Key Objectives:

Requirements:

• Develop and maintain tax policies and procedures in collaboration with tax partners, including workflows and Access Tax processes.
• Manage the Form 8879 signature process to ensure all required client signatures are received, tracked, and maintained in compliance with firm policies and procedures.
• Oversee resource management activities, including onboarding new employees, assessing skill sets, and assigning appropriate tax engagements and workloads.
• Coordinate employee offboarding by reviewing current assignments, reallocating work as needed, and communicating staffing or replacement hiring needs when internal coverage is unavailable.
• Collaborate with the attest team to coordinate staffing resources and support employees who work across both tax and attest functions.
• Partner with the tax team to organize and coordinate CCH training initiatives and ongoing staff development.
• Work closely with tax administration to establish and maintain the tax software system, including engagement letter setup and related administrative processes.
• Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting.
• Work with the tax ops team to drive due date management and deadline closure across regions while providing firm-wide backup support as needed.
• Support all tax platforms, including permissions management and onboarding for new clients and newly integrated firms.
• Develop and execute resource allocation strategies to optimize scheduling, utilization, and workforce planning for all offices.
• Forecast future resource needs based on production cycles, project pipelines, and organizational goals.
• Collaborate with Partners and Project Managers to align staffing plans with engagement requirements and firm objectives.
• Track utilization metrics and performance indicators; prepare reports to inform strategic decision-making.
• Identify and mitigate risks related to staffing shortages, workload imbalances, or process inefficiencies.
• Train, mentor, and manage Tax Operations Coordinators and tax professionals, including conducting weekly check-ins and training sessions.
• Identify skill gaps and facilitate targeted training opportunities to enhance team capabilities.
• Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities.
• Continuously evaluate and improve operational and resource management processes to increase efficiency and effectiveness.
• Ensure adherence to departmental policies, procedures, and best practices across all offices.
• Provide support to Tax Operations SWAT teams and contribute to cross-functional initiatives.
• Oversee and manage tax production processes including, return assembly, extensions, and information returns across all offices.
• Supervise all electronic filing, monitor portals, and resolve rejections and schema validation errors.

Salary:

Application Instructions:

Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law