What are the responsibilities and job description for the Tax Operations Manager position at BLANKENSHIP CPA GROUP PLLC?
Tax Operations Manager
FLSA Status: Exempt
Location: 101 Winners Circle N., Brentwood, TN 37027
At Blankenship CPA Group, PLLC our roots are planted deeply in serving Nashville's growing business and professional community. Blankenship is a Top Ten Nashville public accounting firm of approximately 250 professionals. We serve our clients' Tax, Audit, Accounting and Consulting needs in the Nashville, Tennessee and Middle-South market through our experienced accountants in our Brentwood, Columbia, Dickson, Goodlettsville, Mt. Juliet, Murfreesboro and Nashville offices.
Position Summary
Blankenship is seeking a full-time Tax Operations Manager for our Brentwood, TN office.
The Tax Operations Manager is responsible for overseeing the day-to-day operational effectiveness of the Brentwood tax practice, supporting workflow management, resource coordination, scheduling, utilization, and process improvement initiatives.
The Tax Operations Manager collaborates closely with leadership to strengthen internal processes, support compliance, improve client-facing operational pathways, and contribute to the firm’s long-term operational strategy.
Key Responsibilities
1. Tax Operations Management
- Oversee daily operational effectiveness of the Brentwood tax department.
- Monitor tax workflows and deadlines to support timely completion of client engagements.
- Standardize, document, and refine procedures to improve efficiency and consistency. Support seasonal workload planning during peak cycles (tax deadlines and quarterly spikes).
- Be available to work evenings and weekends as needed during peak times in order to support timely completion of client engagements within a deadline driven environment
- Identify, troubleshoot, and resolve process gaps or operational challenges within tax operations
- Support training, onboarding, and development of tax administrative and operational team members. Monitor staff utilization and workload balancing within the Brentwood tax team.
- Collaborate with tax leadership on staffing needs, scheduling, and resource planning.
- Provide oversight of Brentwood office operational needs and facilities coordination.
2. Tax Systems & Process Improvement
- Support practice management, workflow, and document management systems utilized by the tax department. Assist with implementation, adoption, training and optimization of tax-related systems and software.
- Apply project management principles to operational initiatives.
- Utilize operational metrics and data to identify opportunities for continuous improvement.
3. Tax Client Experience Support
- Improve client-facing processes including onboarding, document collection, portal utilization, communication tracking, and workflow progression.
- Partner with tax leaders to identify and resolve operational issues impacting client service.
- Support initiatives that enhance responsiveness, consistency, and the overall client experience within the Brentwood tax operations.
Competencies
- Demonstrates strong communication, collaboration and conflict resolution skills.
- Skilled in workflow optimization, project coordination, and process improvement.
- Uses data and metrics to identify trends and drive improvements.
- Prioritizes client experience and supports operational consistency.
- Understands public accounting service cycles and client expectations.
- Familiar with tax workflows and their operational dependencies.
- Knowledge of BCPAG practice management, workflow and tax systems
- Aligns daily operational decisions with long-term firm goals.
- Comfortable navigating change and supporting continuous improvement initiatives.
Experience & Education Requirements
- 3-5 years of experience in a professional services environment, with public accounting (CPA firm) experience strongly preferred; similar fields such as legal, consulting, or financial services also valued.
- Demonstrated experience supporting tax operations, workflow management, scheduling, utilization, or practice management functions.
- Experience managing operational processes within a deadline-driven environment.
- Experience with practice management, workflow, or tax software platforms preferred.
- Bachelor’s degree required.
Skills & Traits
- Strong leadership presence with the ability to influence, unify, and mobilize the Brentwood office.
- Highly organized, detail oriented, and proactive in addressing operational issues before they escalate.
- Analytical mindset with the ability to interpret data, identify trends, and drive practical process improvements.
- Excellent communicator who can coordinate across service lines, resolve conflicts, and maintain clarity in fast moving environments.
- Adapts to changing priorities while effectively balancing competing operational demands.
- Strong technology aptitude; comfortable with Microsoft Office, workflow systems, and learning new software quickly.
- Committed to a client centric, People First operational culture.
Blankenship CPA Group offers an excellent compensation & benefits package and more including:
- Medical
- Dental
- Vision
- Life
- Disability - Short & Long Term
- 401(k) plan with company match
- Paid Time Off (PTO)
- Professional training
- License reimbursements
- Bonus opportunities
- Growth opportunities
- Flexible work schedules
- People First culture