Tax Operations Manager

The Opportunity:  

MMB+CO is seeking a Tax Operations Manager - Practice Operations to join our Rochester office.  

The Tax Operations Manager - Practice Operations owns the operational administration and execution of the tax engagement lifecycle. The role coordinates and improves the processes supporting client onboarding, engagement administration, client information intake, billing administration, practice support, operational prioritization, and other day-to-day tax practice operations. The role ensures that operational work moves efficiently, client and internal process issues are addressed or escalated appropriately, and tax professionals and clients receive reliable support.

A Closer Look At The Role: 

• Own and continuously improve the operational processes supporting the tax engagement lifecycle from initiation through the point at which return delivery and filing processes transition to the systems and process function.
• Own operational standards and exception management for client onboarding, client setup, and engagement administration.
• Coordinate and monitor client information and document intake processes for individual tax engagements, including follow-up and escalation of outstanding items as appropriate.
• Own operational prioritization, triage, and coordination of client and internal practice issues within established processes.
• Manage/coordinate client-facing operational communications and ensure consistent, timely, professional follow-up.
• Support partners and tax professionals with billing administration, invoice preparation, billing status monitoring, and administrative payment follow-up.
• Monitor operational workload, deadlines, handoffs, and outstanding items and identify issues requiring escalation or process intervention.
• Establish and maintain procedures, checklists, and service standards for practice operations.
• Coordinate with the Systems & Process Manager regarding technology changes, workflow design, automation, testing, and implementation impacts on day-to-day practice operations.
• Identify work that can be standardized, delegated, automated, centralized, or shifted to a Tax Operations Associate or other firm resources.
• Provide operational guidance and support to tax professionals and administrative personnel regarding established practice processes.
• Provide onboarding training to new department members of operational systems, processes, standards, and templates.
• Coordinate routine professional travel booking and logistics as assigned, with the expectation that this responsibility may be reduced or centralized over time.
• Oversee routine physical return assembly and mailing processes as needed, recognizing that this responsibility should diminish through automation and centralization where practical.
• Maintain appropriate discretion and protect confidential client and firm information.
• Support peak-period operational priorities and special projects as assigned.

What We Can Offer You: 

• Competitive salary 
• Time: MMB+CO offers 16 paid holidays in 2026, a separate vacation package + unlimited sick time 
• Dress for your day 
• Mentor program 
• Professional development opportunities 
• CPA Exam Reimbursement with up to a $25,000 bonus 
• Paid Professional Dues and Licenses 
• Comprehensive medical, dental and vision benefits 
• 401 K & Profit-sharing plans 
• Firm events that provide fun ways to socialize with your colleagues 

Get To Know Us: 

At MMB+CO, our focus is on the here and now. It is this forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of our Managing Partner Mark Kovaleski, MMB+CO has over 200 employees with locations in Canandaigua, Elmira, Latham, Rochester, and Queensbury. Our deep-rooted culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. MMB+CO is one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.  

Required Qualifications

• Bachelor’s degree preferred, or equivalent relevant professional experience.
• 5+ years of progressively responsible experience in CPA firm administration, tax operations, accounting practice administration, client operations, engagement administration, or comparable professional services operations.
• Demonstrated experience coordinating multiple priorities and deadlines in a high-volume, deadline-driven environment.
• Strong organizational, written communication, client-service, follow-up, and problem-solving skills.
• Experience using business systems, workflow tools, document-management platforms, client portals, or comparable technology.
• Ability to coordinate work and influence stakeholders without relying on formal supervisory authority.
• High degree of discretion, reliability, attention to detail, and sound operational judgment.

Preferred Qualifications

• Experience in a public accounting or tax practice.
• Experience with client onboarding, engagement letters, engagement setup, document collection, or other engagement-administration processes.
• Experience supporting billing, invoicing, WIP administration, or accounts-receivable processes.
• Experience with tax workflow or practice-management software.
• Experience developing procedures, checklists, service standards, or operational reporting.