Design, implement, and continuously improve QC and compliance processes for centralized processing, delivery and e-file teams.
Collaborate with Manager of Centralized Returns to manage the centralized teams process and team members.
Monitor team performance and establish metrics, dashboards, and routines to identify trends and drive corrective actions.
Forecast volumes of returns coming to centralized teams and share proactive capacity/throughput insights with stakeholders.
Troubleshoot, address and resolve escalated issues
Coordinate essential due-date communications to the practice
Stay up to date on filing due date changes and tax software updates.
Partner with technology/development teams to identify, prioritize, and deliver automation opportunities to improve accuracy and efficiency of centralized teams.
Review workflows and revise when needed to standardize and processes
Develop and maintain a contingency plan for the weeks leading up to major due dates, including escalation paths, surge capacity, and communication cadence.
Drive innovation and creative solutions to improve efficiency and responsibly expand offshore leverage and seasonal staffing models.
Support organizational planning for centralized teams, including restructuring recommendations aligned to operational goals.

Demonstrated experience leading QC and compliance programs in a high-volume, deadline-driven environment.
Strong process design, continuous improvement, and automation mindset.
Ability to forecast demand, translate data into actions, and manage competing priorities around peak deadlines.
Clear written and verbal communication skills; able to produce concise, essential updates for broad audiences.
Comfort partnering cross-functionally (operations, technology, and practice leadership) to deliver outcomes.
Ability to multitask and prioritize tasks effectively
Discretion and confidentiality when handling sensitive information
Detail-oriented with a commitment to accuracy
Adaptable to changing priorities and working in a fast-paced environment

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Senior Manager, QC and Compliance – Tax Operations

Key skills