Whitman Transition Advisors Job Community

Compensation

Full Description

Our client is a dynamic midsize accounting firm known for professionalism, attention to detail, and a commitment to excellence. Role Summary The Tax Operations Manager oversees daily administrative operations while performing clerical and bookkeeping duties. This role suits a detail-oriented professional with strong organizational skills and a solid background in accounting practices and tax operations. Key Responsibilities Office & Admin • Manage day-to-day office operations and general administrative tasks. • Coordinate client appointments, manage calendars/schedules, and support client communications. • Oversee office supplies and equipment; ensure adequate inventory and proper maintenance. • Implement and maintain office policies and procedures to drive efficiency. • Support HR functions, including onboarding new employees. Tax Operations (added) • Maintain the annual tax calendar (deadlines for individuals, pass-throughs, C-corps, trusts, estates, and nonprofits); track extensions and estimated payments. • Prepare, send, and track client organizers and engagement letters; manage client intake and KYC documentation. • Coordinate collection of missing information; maintain accurate client master data in practice management systems. • Manage e-file authorizations (e.g., Form 8879 equivalents): route for e-signature (DocuSign/RightSignature), track status, and archive. • Submit returns for e-file, monitor acknowledgments, and resolve rejections by coordinating with preparers/reviewers. • Assemble and deliver client packages (returns, vouchers, estimates, payment instructions) via secure client portal. • Schedule and process extension filings and quarterly estimates; coordinate ACH/wire/tax portal payments with clients. • Administer 1099/W-9 process: collect W-9s, prepare and e-file 1099s/1096, and distribute recipient statements. • Log and triage IRS/state notices; coordinate responses, payment plans, and follow-ups with the tax team. • Maintain firm EFIN/MeF and state e-file accounts, user access, and renewals in coordination with leadership/IT. • Administer tax software and workflow tools (user provisioning, rollover of organizers/returns, templates, status reports). • Support SALT account registrations, city returns, and business license renewals (administrative coordination). • Track and distribute K-1s to partners/members; coordinate corrections and reissues. • Generate weekly status dashboards for return counts, e-file acknowledgments, open notices, and missing information. Qualifications • 5+ years of office management, bookkeeping, or related experience (CPA/accounting firm preferred). • Strong proficiency with Microsoft Office Suite; experience with ADP payroll. • Familiarity with tax software/workflow tools (e.g., CCH Axcess/ProSystem fx, UltraTax CS, Lacerte, Karbon/Canopy/XCM, DocuSign) is a plus. • Excellent organizational skills; able to manage multiple priorities and deadlines. • High attention to detail and accuracy in financial/administrative tasks. • Strong written and verbal communication skills. • Discretion and professionalism in handling confidential information.