Tax Admin Manager

Tax Administrative Manager

We are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive. We are innovators of tax services and firm culture with work-life integration. We accomplish this by using the best technology and automation on the market, offering unlimited vacation and sick days, fostering an autonomous work environment, providing ongoing training, and offering health insurance and 401(k) matching.

As an Administrative Manager at our firm, you oversee a team of Administrators who provide administrative support to our accounting, tax, and advisory teams and deliver high-quality, timely client deliverables. This role maintains SOPs, leads the annual systems roll-forward for admin-owned tools, and serves as the primary point of contact for tax admin staff and service line teams on processing and onboarding coordination.

We are a 100% virtual CPA firm, with our team located across the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team has a passion for real estate and often owns investment properties themselves.

Team members who thrive at our firm have excellent time management skills, are self-starters, adaptable, take pride in their work, and work well in an autonomous environment.

Areas of Responsibility

Team Leadership & People Management

• Lead admin team meetings, 1:1s, and working sessions

• Deliver structured feedback to Tax Admin direct reports twice per year (spring and fall review cycles)

• Manage admin team capacity across busy and low seasons, including workload balancing and coverage planning

• Provide oversight of admin team Slack channels, ensuring timely responses and appropriate escalation

Cross-Functional Coordination

• Coordinate with service line directors on cross-team initiatives, including proposals, client onboarding, tax return delivery, and tax e-filing

• Surface AI and automation opportunities to the in-house automations team, and lead testing and rollout of approved solutions with the admin team

Process Ownership

• Own team execution of core processes: client onboarding, proposals, tax organizers, tax delivery, and e-filing

• Maintain and update admin team SOPs so they stay current and usable

• Provide feedback to service line leaders on cross-team process compliance

Systems & Vendor Management

• Lead the end-of-year rollforward of admin-owned systems: align workflows, update SOPs, refresh communication templates, and review software settings ahead of the new tax year

Measures for Success

• Timeliness and accuracy of task completion, of both you and your team

• Development of yours and your teams technical skills, along with the ability to tackle projects of greater complexity

• Employee happiness, engagement surveys, and upward feedback surveys (semi-annual)

• Client satisfaction ratings for administrative support

• Backlog reduction rate

• Time saved through automation or process enhancement

Expectations for remote work

• Clean background with no noise or distractions

• Business casual attire for client interactions

• Always use video (80% of communication is non-verbal)

• We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories

You’re a Good Fit For Our Culture If:

• You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others

• You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry

• You have exceptional time management and supervisory skills

• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance

• You take ownership of your work, clients, and team members and drive projects to the finish line

• You love working with and speaking to clients, delivering results, and improving their lives

Required Education and Experience:

• Bachelor's degree from an accredited college or university (Preferred), or equivalent experience

• 3–5+ years in tax administration, tax operations, or a related accounting-firm operations role

• 1+ years of experience directly managing or leading a team

• Hands-on experience with CCH required; experience with Soraban, SafeSend, Front, or ClickUp strongly preferred

• Experience in a public accounting or tax firm environment strongly preferred

• Strong written communication skills for SOP documentation and cross-team coordination