• Design, implement, and continuously improve QC and compliance processes for centralized processing, delivery and e-file teams.
• Collaborate with Manager of Centralized Returns to manage the centralized teams process and team members.
• Monitor team performance and establish metrics, dashboards, and routines to identify trends and drive corrective actions.
• Forecast volumes of returns coming to centralized teams and share proactive capacity/throughput insights with stakeholders.
• Troubleshoot, address and resolve escalated issues
• Coordinate essential due-date communications to the practice
• Stay up to date on filing due date changes and tax software updates.
• Partner with technology/development teams to identify, prioritize, and deliver automation opportunities to improve accuracy and efficiency of centralized teams.
• Review workflows and revise when needed to standardize and processes
• Develop and maintain a contingency plan for the weeks leading up to major due dates, including escalation paths, surge capacity, and communication cadence.
• Drive innovation and creative solutions to improve efficiency and responsibly expand offshore leverage and seasonal staffing models.
• Support organizational planning for centralized teams, including restructuring recommendations aligned to operational goals.
• Demonstrated experience leading QC and compliance programs in a high-volume, deadline-driven environment.
• Strong process design, continuous improvement, and automation mindset.
• Ability to forecast demand, translate data into actions, and manage competing priorities around peak deadlines.
• Clear written and verbal communication skills; able to produce concise, essential updates for broad audiences.
• Comfort partnering cross-functionally (operations, technology, and practice leadership) to deliver outcomes.
• Ability to multitask and prioritize tasks effectively
• Discretion and confidentiality when handling sensitive information
• Detail-oriented with a commitment to accuracy
• Adaptable to changing priorities and working in a fast-paced environment