Tax Operations Lead

Tax Operations LeadA tax and accounting firm is seeking a Tax Operations Lead to run its tax intake and client documentation process. In this role, you'll review prior-year tax information, determine what documentation each client needs, coordinate collection efforts, and make sure files are complete and organized before they go to preparation. You'll also manage entity formations and state compliance matters, and act as the primary resource for the Tax Administrator on intake procedures and workflow priorities.This is a hands-on position suited to someone with strong organizational instincts, sharp attention to detail, and a solid grasp of individual and business tax fundamentals.What You'll DoReview prior-year returns and client files to build customized document request lists each tax seasonCoordinate client document collection and follow-up, prioritizing outstanding items with the Tax AdministratorTrack missing documentation across the client base to keep files moving on scheduleConduct pre-preparation reviews to catch missing information, inconsistencies, or new client activityPrepare intake notes summarizing client changes and open items for preparersProcess entity formations — LLCs, corporations, S-corp elections, EIN applications, registered agents, and foreign qualifications — across Florida and other statesAdvise clients on entity types and corporate structures, routing technical tax or legal questions to the right team memberMonitor annual report deadlines and state filing requirementsServe as the go-to contact for intake procedures and workflow prioritiesCommunicate with clients professionally by phone, email, and portalHelp develop and refine intake procedures, checklists, and templatesWhat You'll Bring2-3+ years of experience in a tax or accounting firmWorking knowledge of individual and business returns (Forms 1040, 1065, 1120-S, 1120) and related documentationUnderstanding of common business entity types and corporate structuresStrong organizational skills and the ability to manage high volume during tax seasonExcellent written and verbal communicationExperience directing team members or coordinating shared workflowsExceptional attention to detail and accuracyBilingual in English and SpanishNice to HaveMulti-state entity formation experienceExperience with state compliance filings and annual report requirementsExperience coordinating tax department workflows or client intake processesSchedule & BenefitsStandard hours: 9:00 AM-6:00 PM with a 1-hour lunch (some flexibility)On-site only — no remote option100% employer-paid health insurance401(k) matchPTO (vacation + sick)