Job Summary:
The Managing Director, Tax Operations leads execution of major operational programs and enterprise initiatives across Tax, ensuring alignment between strategy, governance, and delivery. This role serves as a strategic partner to Tax leadership, translating priorities into scalable operating models, cross-functional execution plans, and measurable business outcomes. The Managing Director drives operational excellence by strengthening governance, improving performance visibility, removing execution barriers, and coordinating closely with firmwide functions to advance transformation, efficiency, and long-term growth across the Tax practice.
Job Duties:
Strategic Execution & Program Leadership
Leads execution of Tax transformation initiatives and other high-priority operational programs
Translates strategic priorities into actionable plans, clear ownership, and measurable outcomes
Drives accountability and follow-through across complex, cross-functional efforts
Operating Model Leadership
Leads implementation and continuous improvement of the Tax operating model to support consistency, scalability, and efficient execution
Identifies and resolves operational friction across processes, systems, and stakeholder coordination
Partners with firm functions to ensure alignment on operational priorities, dependencies, and support needs
Governance & Risk Management
Establishes governance routines, performance tracking, and execution standards to improve visibility and discipline
Serves as an escalation point for complex operational issues and drive timely resolution
Promotes alignment with quality, compliance, and risk management expectations
Financial & Performance Oversight
Partners with Finance and Tax leadership to monitor budgets, operational metrics, and performance trends
Identifies and advances opportunities to improve profitability, efficiency, and resource utilization
Leadership & Influence
Acts as a strategic advisor to Tax leadership, using data and insights to inform decisions and execution priorities
Builds alignment across leaders and functions to advance enterprise and Tax priorities
Coaches and develops operations leaders and team members as assigned
Other duties as required
Supervisory Responsibilities:
Oversees operational Directors, Managers, Senior Associates, and Associates as assigned
Serves as a Career Advisor as assigned
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree with a focus in Accounting or Finance required; or Associate's degree, High School Diploma, or GED with fifteen (15) or more years of experience in an operations role required, preferably within a public accounting firm
Experience:
Fifteen (15) or more years of progressive experience in public accounting, professional services, consulting, or a similarly complex matrixed environment, required
Significant experience leading business operations, practice operations, or enterprise transformation initiatives at scale, required
Proven success leading large, cross-functional programs from strategy through implementation, including governance, stakeholder alignment, and change execution, required
Experience advising senior leaders and influencing decisions in a highly collaborative, executive-facing environment, required
Experience establishing operating rhythms, performance metrics, and management routines to improve execution discipline and business results, preferred
Demonstrated financial and operational acumen, including experience with budgeting, resource planning, and performance management, preferred
License/Certifications:
CPA, preferred
PMP, preferred
Software:
Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint, required
Experience using collaboration, reporting, and project management tools to support execution and performance visibility, preferred
Language:
N/A
Other Knowledge, Skills, & Abilities:
Strong strategic, analytical, and problem-solving skills, with the ability to synthesize complex information into clear recommendations
Excellent executive communication skills, including the ability to influence, align, and build credibility with leaders at all levels
Ability to operate effectively in a fast-paced, highly collaborative, and evolving environment with competing priorities
Ability to quickly adopt new technologies and leverage digital tools to improve efficiency, support execution, and enhance collaboration
Strong project, program, and change management capabilities, including prioritization, risk management, and issue resolution
Ability to establish structure, drive accountability, and improve execution across complex initiatives and stakeholder groups
Strong business judgment, professionalism, and discretion, with the ability to manage highly sensitive information
Ability to lead presentations, facilitate decision-making discussions, and guide stakeholders toward practical solutions
Demonstrated ability to lead teams, develop talent, and work effectively both independently and through others
All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.
