Tax Operations Manager

Tax Operations Manager

Tanner LLP Salt Lake City UT Tax Practice

About the Role

Tanner LLP isgrowing! We areseeking a Tax Operations Manager to join our tax practice in Salt Lake City. This is a newly created role reporting to the Tax Practice Leader and is central to how we deploy our team of approximately 90 tax professionals acrossroughly1700client engagementseach year.

The person in this role will own the scheduling and resource allocation process end-to-end frominitialproject staffing through ongoing adjustments as our project mix client base and team composition evolve. They will also build andmaintaincapacity models that help our partners understand where we have bandwidth and where we haveopportunityto take on new role comes with clerical support from an existing team member who willassistwith day-to-day scheduling tasks.

This is a high-visibility position that requires the ability to build credibility with tax department management and navigate competing priorities diplomatically. The role also demands bringing structure and rigor to a process that directly affects our ability to deliverexceptional service to ourclients and develop our people.

Key Responsibilities

Resource Scheduling & Allocation

• Own the firms resource scheduling process for the tax practiceandensureappropriate allocationofstaff seniors and managers across active engagements including for engagementswhere tax department professionals are engagedin projects for other departments(tax provisionsfor audits etc.)

• Maintain and update project assignments as new clients are onboarded engagements close staff join ordepart and workloads shift

• Identifyresource conflictsproactivelyandworkcollaborativelywithengagementteamsto resolve them

• Oversee resource scheduling during peak tax season (primarily March April September and October) effectively managing heightened workload last-minute adjustments and competing deadlines through disciplined prioritization and responsive decision-making

• Manage scheduling workflows within CCH AxcessWorkflow (XCM) and other internal software toolsandevaluate opportunities to improve or supplementthecurrenttechnology stack

Capacity Planning

• Develop andmaintaincapacity models that providetax managementwith a clear picture of available bandwidth across the practice

• Analyzecapacity datato generateactionableinsightsidentifyingopportunitiestoabsorbnew work andhighlighting areasofresource constraint

• Support partner-levelbusiness developmentconversationsby providing data-driven staffing perspectives

Process & Continuous Improvement

• Establish clear scheduling protocols and standards for the practice

• Develop metrics and reporting to trackutilization workload distribution and forecast accuracy

• Identifyand lead improvements to scheduling processes including evaluation of dedicated resource management software where appropriate

• Supervise and direct clerical scheduling support

Stakeholder Collaboration

• Build strong working relationships withtax managementand engagement teams

• Serve as a trusted resource for staffing questions and a neutral voice in resource allocation decisions

• Communicate proactively withtax managementon capacity trends risk areas and upcoming constraints
  

Qualifications

Required

• 5years of experience in resource management project scheduling or operations management in a professional services environment

• Demonstrated ability to manage complex competing priorities across a large portfolio of concurrent projects

• Strong analytical skillsandproficiencywith Excel for data modeling and scheduling analysis

• Proven ability to build relationships and influence at the senior level without direct authority

• Excellent communication and facilitation skills; comfortable presenting to firm leadership

• Experience managing a team of administrative professionals

Strongly Preferred

• Experience working in or directly supporting a CPA firm or public accounting practice

• Familiarity with tax practice workflows including the seasonal dynamics of tax return preparation

• Experience with CCH AxcessWorkflow (XCM)or comparable practice management platforms

• Project Management Professional (PMP) certification or equivalent project management training

Nice to Have

• Working knowledge of income tax concepts and U.S. tax return preparation workflows

• Experience evaluating or implementing resource management software

What We Offer

• Base salary: $107000 $120000 depending on experience

• Comprehensive benefits package

• Primarily on-site in Salt Lake City with flexibility for occasional remote work

• A collaborative professionally oriented environment with direct access to firm leadership

About Tanner LLP

Tanner LLP is one of Utahs leading public accounting and advisory firms headquartered in Salt Lake City. Our tax practice serves a diverse client base including corporations partnerships LLCs S-Corps and high-net-worth individuals. We are committed to building a firm where people do their best work and clients receive exceptional service.