Tax Operations Lead
New
Remote United States / Remote in Philippines / Remote in Latin America, 3 days aligned to European business hours (approx. CET/CEST midday), 2 days aligned to US mid-morning hours (ET/CT)Full-TimeLead
Salary not disclosed
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Job Details
- Experience
- 5+ years of experience in tax filing preparation for businesses; 3+ years in a Supervisor or Team Lead capacity
- Required Skills
- CRMHubSpot
Requirements
- 5+ years of experience in tax filing preparation for businesses, with demonstrated mastery of forms 5472, 1065, and 1120.
- 3+ years in a Supervisor or Team Lead capacity, with a track record of coaching and developing tax professionals.
- Deep, working knowledge of US tax law and the ability to apply it confidently across complex, non-standard scenarios.
- Proven experience designing or enforcing SOPs, quality standards, and workflows in a tax or accounting environment.
- Strong performance management skills — comfortable tracking KPIs, identifying gaps, providing structured feedback, and driving accountability.
- Ability to manage multiple priorities and high ticket volumes while maintaining quality and meeting SLAs.
- Proficiency with ticketing and CRM systems (HubSpot preferred).
- Strong written and verbal communication skills; able to convey complex tax guidance clearly to both clients and team members.
- Available to work a hybrid timezone schedule: 3 days aligned to European business hours (approx. CET/CEST midday), 2 days aligned to US mid-morning hours (ET/CT)
Responsibilities
- Lead the end-to-end preparation and review cycle for business tax returns (forms 5472, 1065, 1120), ensuring accuracy, compliance, and adherence to quality standards.
- Serve as the primary escalation point for complex tax cases, making sound technical judgments and guiding the team through resolution.
- Coach and mentor team members on technical tax issues, helping them build expertise and confidence in handling challenging scenarios independently.
- Develop, maintain, and enforce SOPs and workflows; proactively identify opportunities to update processes and improve efficiency.
- Conduct regular QA reviews of prepared returns and client communications, ensuring professionalism, accuracy, and compliance at every stage.
- Support the Tax Manager in workload distribution and capacity planning to ensure SLA adherence across the team.
- Monitor and report on key team metrics: SLA compliance, daily ticket volume, QA scores, return completion status, and performance trends.
- Oversee client-facing tax inquiries, managing escalations with professionalism and ensuring inbox zero by end of each business day.
- Monitor and track extension filings, coordinating with clients to ensure completeness and on-time submissions.
- Partner with cross-functional teams (Customer Success, Data, Operations) to drive efficiency improvements and resolve systemic issues.
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