Bachelor's degree in Accounting, Finance, Business, Operations Management, or a related field.
Minimum of 8 years in public accounting or tax operations.
Proven tax operations leadership experience in a complex multi-office environment.
Expertise with tax workflow and practice management systems.
CPA, EA, or JD credentials are preferred.
Responsibilities
Lead daily operations of the Tax Department for efficient service delivery.
Oversee compliance workflows and ensure timely tax return production.
Manage workload capacity and resource allocation with Tax Principals and Managers.
Drive process improvement and operational efficiency.
Monitor key performance metrics including utilization and profitability.
Support planning and forecasting during tax season.
Lead and develop team members while fostering accountability.
Benefits
Medical, dental, vision, life, and disability insurance.
401(k) plan with company match.
Flexible PTO and 10 paid holidays.
Monthly wellness reimbursement.
Learning platform with credential support and development resources.
Annual WFH allowance and tech provided.
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: Proven tax operations leadership experience in a complex, multi-office tax practice, including expertise with tax workflow and practice management systems; CPA, EA, or JD credentials are a plus.
💡 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
