Tax Resource Manager

About the role

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession. Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan. Position Summary The Tax Resource Manager serves as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment. This role works closely with Operations leadership, Partners, and service line leaders to drive efficiency, maximize utilization, and ensure consistent execution of tax policies and procedures across all offices. The position combines technical tax operations oversight with strategic resource management to support firm productivity and deliver a high-quality client experience. Core Responsibilities Develop and maintain tax policies and procedures in collaboration with tax partners, including workflows and Access Tax processes. Manage the Form 8879 signature process to ensure all required client signatures are received, tracked, and maintained in compliance with firm policies and procedures. Oversee resource management activities, including onboarding new employees, assessing skill sets, and assigning appropriate tax engagements and workloads. Coordinate employee offboarding by reviewing current assignments, reallocating work as needed, and communicating staffing or replacement hiring needs when internal coverage is unavailable. Collaborate with the attest team to coordinate staffing resources and support employees who work across both tax and attest functions. Partner with the tax team to organize and coordinate CCH training initiatives and ongoing staff development. Work closely with tax administration to establish and maintain the tax software system, including engagement letter setup and related administrative processes. Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting. Work with the tax ops team to drive due date management and deadline closure across regions while providing firm-wide backup support as needed. Support all tax platforms, including permissions management and onboarding for new clients and newly integrated firms. Develop and execute resource allocation strategies to optimize scheduling, utilization, and workforce planning for all offices. Forecast future resource needs based on production cycles, project pipelines, and organizational goals. Collaborate with Partners and Project Managers to align staffing plans with engagement requirements and firm objectives. Track utilization metrics and performance indicators; prepare reports to inform strategic decision-making. Identify and mitigate risks related to staffing shortages, workload imbalances, or process inefficiencies. Train, mentor, and manage Tax Operations Coordinators and tax professionals, including conducting weekly check-ins and training sessions. Identify skill gaps and facilitate targeted training opportunities to enhance team capabilities. Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities. Continuously evaluate and improve operational and resource management processes to increase efficiency and effectiveness. Ensure adherence to departmental policies, procedures, and best practices across all offices. Provide support to Tax Operations SWAT teams and contrib

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