AWS/CES is looking for a TAX OPERATIONS LEAD
📍 Coral Gables / Miami, FL
💼 Full-Time | Onsite
☀️ Day Shift
🗣️ Bilingual English & Spanish Required
Position Overview
We are seeking an experienced Tax Operations Lead to oversee the firm’s tax intake process and help ensure client files are complete, organized, and ready for preparation.
This position will manage client documentation, coordinate follow-up activities, oversee entity formations and state compliance, and provide day-to-day direction to the Tax Administrator.
This is an onsite position, and candidates must be comfortable working in the office.
Key Responsibilities
- Review prior-year tax returns and client files to create customized document request lists
- Coordinate client document collection and follow up on outstanding items
- Track documentation across the client base to ensure timely completion
- Review client files for missing information, inconsistencies, and new activity before preparation
- Prepare intake notes highlighting client changes and outstanding items for tax preparers
- Process entity formations in Florida and other states, including:
- LLCs and corporations
- S-Corporation elections
- EIN applications
- Registered agent setup
- Foreign qualifications
- Provide general guidance to clients regarding entity types and corporate structures
- Monitor annual report and state filing deadlines
- Provide direction to the Tax Administrator regarding intake procedures and workflow priorities
- Communicate professionally with clients by phone, email, and client portal
- Assist with improving intake procedures, checklists, and workflow processes
Qualifications
Required:
- 2–3+ years of experience in a tax or accounting firm
- Working knowledge of individual and business tax returns, including 1040, 1065, 1120-S, and 1120
- Understanding of entity types and basic corporate structures
- Strong organizational skills with the ability to manage a high volume of client files, especially during tax season
- Excellent written and verbal communication skills
- Ability to provide direction to team members and coordinate shared workflows
- Strong attention to detail
- Fluent/Bilingual in English and Spanish
- Comfortable working onsite in Coral Gables/Miami, FL
What We’re Looking For
The ideal candidate is organized, detail-oriented, professional, and comfortable managing multiple client files and deadlines in a fast-paced tax environment.
If you have tax or accounting firm experience and are bilingual in English and Spanish, apply today and send your resume to [email protected]
CESDH