Job Duties: Tax Attorney Operations Manager

Tax Attorney Operations Manager Jobs

In this article, we’ll look at the job information you need to know, including an example of Tax Attorney Operations Manager daily duties, a typical work day in the role & team meetings you would attend. We’ll also look at alternative names for this role and the software & templates you would use in this role.

Duties

A Tax Attorney Operations Manager oversees the daily operations of a tax law firm or department, ensuring compliance with legal standards and optimizing workflow efficiency. They manage a team of tax attorneys and support staff, providing guidance on complex tax issues and legal strategies. This role involves coordinating case assignments, monitoring case progress, and ensuring timely and accurate client service. Additionally, they handle budgeting, resource allocation, and performance evaluations. The manager also liaises with clients, regulatory bodies, and other stakeholders to maintain strong professional relationships and stay updated on tax laws and regulations.

Typical Work Day

A Tax Attorney Operations Manager typically starts their day by reviewing emails and prioritizing tasks. They then meet with their team to discuss ongoing projects and deadlines. Throughout the day, they oversee the preparation and filing of tax documents, ensuring compliance with regulations. They also consult with clients to provide tax planning advice and resolve any tax-related issues. Regularly, they liaise with other departments to coordinate efforts and improve operational efficiency. The day often includes reviewing financial reports and staying updated on tax laws. They conclude by summarizing the day’s progress and planning for the next.

Regular Meetings

A Tax Attorney Operations Manager would run or attend various types of meetings, including strategy sessions to plan tax litigation or compliance initiatives, client consultations to discuss tax issues and solutions, and team meetings to coordinate tasks and deadlines. They would also participate in training sessions to keep the team updated on new tax laws and regulations, and attend inter-departmental meetings to ensure alignment with other business units. Additionally, they might join industry conferences and networking events to stay informed about trends and best practices in tax law and operations management.

Alternative Names

A Tax Attorney Operations Manager can be referred to by several alternative names. These include Tax Law Operations Manager, Tax Legal Operations Manager, and Tax Compliance Operations Manager. Other possible titles are Tax Strategy Operations Manager, Tax Advisory Operations Manager, and Tax Planning Operations Manager. Additionally, the role may be known as Tax Counsel Operations Manager or Tax Litigation Operations Manager, depending on the specific focus of the job. Each of these titles reflects the combination of legal expertise in tax matters and the managerial responsibilities associated with the position.

Software

A Tax Attorney Operations Manager would need a variety of software to efficiently manage their responsibilities. Tax preparation software like TurboTax or TaxAct is essential for accurate tax filing. Legal research tools such as Westlaw or LexisNexis are crucial for staying updated on tax laws and regulations. Document management systems like iManage or NetDocuments help in organizing and retrieving legal documents. Project management software such as Trello or Asana aids in tracking tasks and deadlines. Additionally, customer relationship management (CRM) software like Salesforce is useful for managing client interactions and maintaining records. Lastly, accounting software like QuickBooks ensures accurate financial tracking and reporting.

Templates

A Tax Attorney Operations Manager would need several types of templates to streamline their work. These include client intake forms to gather essential information, engagement letters to outline the scope of services, and tax planning checklists to ensure comprehensive coverage of tax strategies. Additionally, they would require document request lists for audits, compliance checklists to adhere to legal standards, and billing templates for invoicing clients. Internal templates like performance review forms for staff and project management timelines would also be essential to maintain operational efficiency.