Top Level Description of Role and Responsibilities and Purpose
The Tax Operations Associate Director supports company operations by maintaining tax office systems, managing the day-to-day work of the team by supervising the manager of tax administrative assistants, keypunch employees, tax specialists, and the file room employees in Maine and New Hampshire offices:
Supports firm culture by developing and training tax operations employees to promote a culture of client service; identify and act in a manner that helps and support professionals serve BNN clients.
Manages team job results by coaching and counseling employees, planning monitoring, and appraising job results.
Maintains office staff by partnering with HR for recruiting, selecting, orienting and training employees.
Coordinates with the Manager of Tax Administrative Assistants and the tax operations team to consistently provide a high level of support to each POD and Pillar.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks.
Qualifications and Education Requirements
Post-secondary education preferred with 5+ years of management experience
Experience in a Professional environment preferred (i.e. certified public accounting firm, law firm)
Adept at building internal and external relationships with a focus on client service
Exceptional administrative and organizational skills, and strong written and oral communication
Facilitation and conflict management skills
Strong time management skills with high attention to details
Experience coaching and managing people to a high level of performance and retention
Awareness of cross regional office culture and willingness to travel 10%.
Ability to work overtime when needed
Experience with all MS Office applications including, Word, Excel, Access, PowerPoint, and Outlook
Position Requirements and Expectations
Thorough understanding of the tax business, including client service approach, tax processing, tax preparing standards for keypunch employees, all compliance procedures and software.
Collaborate with HR and Department Head to hire, train, manage seasonal operations employees including scanning, w/p organizers, and key-punch personnel.
Responsible for the coordination for various busy season tasks e.g. delivery coordination; extension processing support.
Reviews time sensitive reports to ensure that due dates are completed on time and accurately.
Provides executive administrative support to tax principals
Provides support to the Training Committee for intern training and mentoring program
Leader within TPP Committee
Responsible for keeping TPP Manual Current
Insures consistency throughout department of tax policies and procedures
Identify Cross Training Opportunities within tax operations team
Develop/maintain a collaborative culture in which team members help each other, learn from each other and support each other when needed.
Baker Newman Noyes LLC