Manager, Tax Operations

Our client is an organization in the Milwaukee area looking for a Manager of Tax Operations. Our client is looking for someone with an accounting and tax foundation who brings strong project management, operational leadership, and process improvement skills. This is not a traditional technical tax role. This individual will oversee the administration of a large portfolio of qualified settlement funds while leading a team and building the processes, systems, and infrastructure needed to support a growing function.

The Manager, Tax Operations will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Lead the tax administration and ongoing management of a portfolio throughout their lifecycle.
• Maintain visibility across the entire portfolio, ensuring deadlines, deliverables, filings, and follow-up items are completed accurately and timely.
• Oversee fund accounting activities, including monitoring account activity, interest income, and other financial information associated with each settlement fund.
• Coordinate and oversee the preparation and filing of required tax returns and related documentation.
• Lead and develop a small team responsible for supporting tax administration and portfolio management activities.
• Serve as a key point of contact for clients and internal stakeholders, providing responsive service and effectively communicating the status of engagements.
• Partner cross-functionally to gather financial, legal, and operational information necessary to administer each fund.
• Exercise sound judgment and determine appropriate next steps when information is incomplete, priorities shift, or unique situations arise.
• Manage multiple concurrent deadlines and proactively identify potential issues before they impact clients or deliverables.
• Develop reporting and tracking tools that provide greater visibility into the status, deadlines, and next steps across the portfolio.
• Evaluate existing software, systems, and workflows and identify opportunities to improve scalability, accuracy, and efficiency.
• Design and implement standardized processes, procedures, and internal controls for the tax operations function.
• Evaluate staffing needs, team responsibilities, and workflows as the portfolio and department continue to grow.
• Drive automation and technology initiatives that reduce manual work and improve the overall administration of settlement fund engagements.
• Build a scalable operating model rather than simply maintaining existing processes.
• Support additional operational, accounting, tax, and strategic initiatives as needed.

The Manager, Tax Operations will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s degree in Accounting, Finance, Business, or a related field required.
• Strong accounting and tax foundation with experience managing complex financial or tax-related processes.
• Experience managing a large portfolio of clients, accounts, engagements, projects, or other concurrent workstreams strongly preferred.
• Previous leadership experience with the ability to coach, develop, and effectively allocate work across a team.
• Strong project management skills with the ability to track numerous deadlines, dependencies, and deliverables simultaneously.
• Demonstrated process improvement experience with the ability to build and enhance workflows, systems, and procedures.
• Strong analytical and problem-solving skills with the ability to make sound decisions when information is incomplete.
• Excellent organizational skills and attention to detail with a strong sense of ownership and accountability.
• Strong client service and relationship management skills.
• Ability to effectively collaborate across accounting, tax, legal, operations, and other functional areas.
• Technology-oriented mindset with an interest in improving software utilization, automation, reporting, and workflow efficiency.
• Comfortable operating in an evolving environment with the autonomy to develop and improve how a function operates.
• Experience with qualified settlement funds, fund administration, fiduciary accounting, tax operations, or a related area is a plus.

Equal Opportunity Employer