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Summary:
The Tax Operations Lead oversees the firm’s tax preparation and review process for a diverse client base, including high-net-worth individuals, small businesses, and corporations. This is a hands-on leadership role — the right person will prepare and review returns using Drake Tax software, manage workflow for the tax team, and ensure a smooth, accurate, and timely filing process each season.

Key Responsibilities:

Prepare and review complex individual, partnership, and corporate tax returns using Drake Tax software.
Lead and support a small team of preparers, providing technical guidance, workflow direction, and quality review.
Manage the day-to-day operations of the tax department — monitoring deadlines, workloads, and client deliverables.
Communicate with clients regarding document collection, missing information, and tax-related questions.
Maintain and refine systems for efficiency and accuracy throughout the tax season.
Stay current with federal, state, and local tax law changes impacting high-net-worth and small business clients.
Collaborate with firm leadership to improve client experience and streamline tax operations.

Ideal Background:

5+ years of hands-on tax preparation experience, including high-net-worth individuals and closely held businesses.
Advanced proficiency in Drake Tax software.
Strong organizational and leadership skills with the ability to balance prep and review responsibilities.
Excellent client communication and problem-solving abilities.
CPA or EA preferred, but not required — deep technical tax knowledge is essential.

Tax Operations Lead (CFQ226)