Bachelor's degree in Accounting, Finance, Business, Operations Management, or related field.
Minimum of 8 years of progressive experience in public accounting or tax operations.
Preferred: Leadership experience in tax practice operations.
Preferred: Hands-on experience with tax management and workflow platforms.
Preferred: CPA, EA, or JD preferred with significant tax operations experience.
Responsibilities
Lead daily operations of the Tax Department for efficient service delivery.
Oversee tax compliance processes to meet filing deadlines.
Collaborate with Tax Principals and Managers on resource allocation.
Drive improvements in processes and operational efficiency.
Monitor performance metrics such as profitability and turnaround times.
Support planning and forecasting for tax season.
Develop and coach team members, fostering a culture of accountability.
Benefits
Medical, dental, vision, life, and disability insurance.
401(k) plan with matching.
Flexible PTO plus 10 holidays.
Monthly wellness reimbursement.
Learning platform and ongoing development resources.
Remote work support with annual allowance and provided tech.
Award-winning workplace culture focused on collaboration and inclusion.
Full Job Description
Tax Director of Practice Operations
What You'll Do
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.
What You Bring
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.
💡 What Sets You Apart
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.
Why You'll Love Working at REDW
Compensation
Salary range: $138,400 - $173,000
Final offer based on location, experience, skills, licensure, and business need