Tax Operations Manager

  • Full-time

Company Description

Since 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential. As a second-generation, family-owned business we know firsthand what it takes to provide and incorporate forward-thinking advice, preparation, and planning to achieve and exceed business growth goals. We know that having the best team is critical to our own success that is why we are searching for qualified candidates like you!  

Job Description

Kaizen CPAs + Advisors is expanding our team! An exciting career opportunity exists for an experienced, detailed, results-driven Tax Operations Manager. A successful tax operations manager will ensure operational excellence and continuous business growth by leading a team and establishing and maintaining strategic sales plans, prioritization, and project management driving operational excellence. In addition, you will ensure that policies and procedures are executed and followed to increase revenue profitably, control expenses, and promote client satisfaction through a consistent and positive experience. The tax operations manager will have a high level of technology expertise and will assist in the development and implement modern processes. A successful tax operations manager ensures professionalism and independence and the constant appearance of professionalism and independence. Time pressures, due to various tasks and deadlines, must be managed efficiently to be successful in achieving firm goals. Integrity, honesty, dependability, enthusiasm, positivity, resilience, organization, time management, and professionalism are demonstrated daily in this position.

You Will: 

  • Accelerate business growth through implementation of a business plan, marketing, and identification of growth opportunities
  • Assist and may prepare high level individual and entity returns
  • Effectively resolve tax issues and customer service concerns
  • Assist HR in the recruitment and onboarding of high quality, top-performing seasonal tax prepares
  • During off season, work to improve processes and enhance client service
  • Efficiently manage tax team to ensure maximum productivity and profitability
  • Lead and support tax team through coaching and elevating performance standards through goal setting and providing timely feedback
  • Promote a culture that values critical thinking and problem solving, and encourage constructive feedback, engagement, inclusion, and diversity at all levels.

Qualifications

  • Bachelors degree in Accounting, Finance, or related field required 
  • At least two years of related experience preferred 
  • Must have, or be able to obtain, a PTIN and continuing tax education
  • CPA preferred 
  • Must be technologically savvy, demonstrating the ability to adapt to ever changing technologies and learn functionality of new equipment and systems  
  • Strong understanding of accounting, banking laws, regulations, and internal controls 
  • Sound understanding of tax principles, and practices 
  • Strong interpersonal skills, critical thinking skills, and time management skills 
  • Proficient with Microsoft Office Products (Word, Excel, Teams, Outlook)  
  • Excellent organizational skills and attention to detail 
  • Excellent oral and written communication skills  
  • Proven ability to handle multiple projects simultaneously  
  • Work independently in the absence of supervision  
  • Team player motivated to work in a fast-paced environment 

Additional Information

Here at Kaizen CPAs + Advisors, we work as a team. You’ll find a team of professionals ready to encourage and celebrate your achievements and successes. We offer a flexible, fun, relaxed and family-friendly atmosphere, where we dress in business casual attire year-round. We give back to our community through various charitable acts such as hosting blood drives and volunteering at non-profits such as Feed My Starving Children (FMSC). There are frequent company outings such as dinners, plays, baseball games and so much more.  

We offer competitive salaries and comprehensive benefits that may include Medical, Dental, LTD/STD/Life Insurance, Paid Vacation, PTO, Holidays, 401(k), Cafeteria/Section 125 plans.  

Please note that remote work may be a possibility, though all training will take place in one of our offices.  

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Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.