Note: The job is a remote job and is open to candidates in USA. Doc Wealth is a tax firm serving physicians. The Tax Operations Manager will own the firm’s production calendar and operational workflow, tracking returns, estimates, and extensions from intake through filing. The role also involves running pipeline reviews, resolving bottlenecks, building procedures, coordinating team handoffs, and reporting operational metrics to leadership.
Responsibilities
- You'll own the operating rhythm of the firm. That means tracking every individual and business return, estimate, and extension in our project management boards and keeping those boards accurate
- It means chasing what's open: missing client documents, unsigned e-file authorizations, unanswered questions, review bottlenecks
- It means running weekly pipeline reviews with the Tax Managers, flagging what's trending late, and reporting throughput and turnaround times to leadership with a recommendation attached, not just a number
- You'll also build the checklists, workflows, and standard procedures that keep quality consistent as we add pods, and you'll coordinate handoffs across tax, bookkeeping, and payroll so nothing falls between teams
Skills
- Strong project management instincts. You keep lists, you follow up without being asked, and you're comfortable holding people to dates
- Clear, direct written communication. Most of this job happens in chat, email, and task comments
- Comfort with software. We run on Monday.com, TaxDome, Google Workspace, and ProConnect, and we expect you to become a power user of each
- Recent graduates are welcome. We care more about how you operate than how many years you have
- Fully remote within the United States; you must be authorized to work in the US without sponsorship
- Experience at a CPA or tax firm is a plus, not a requirement. If you haven't worked in tax, we'll teach you the calendar
Benefits
- Fully remote within the United States
- Full-time, W-2 employment
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