Operations Manager - Tax Division

Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division, where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential.

Core Responsibilities:

• ·Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery.
• Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division.
• Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability.
• Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team.
• Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance.
• Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets.
• Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services.
• Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards.
• Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership.
• Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth.

Job Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree or CPA designation preferred.
• CPA preferred.
• Proficient in tax software and Microsoft Office Suite. CCH experience is required.
• Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role.
• Proven expertise in U.S. federal, state, and local tax regulations and compliance.
• Strong leadership and team management skills with experience in mentoring and developing staff.
• Excellent analytical and problem-solving abilities.
• Strong communication and interpersonal skills.
• Ability to manage multiple projects and deadlines effectively
• Experience in strategic planning and business development.
• Demonstrated ability to build and maintain client relationships.
• High ethical standards and professionalism.
• Ability to work collaboratively in a team-oriented environment.

Larson offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• ER PD Telehealth
• Dental Insurance
• Vision Insurance
• ER PD Life, Disability & EAP Insurance
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities