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Avior Wealth Management, LLC

Tax Operations Manager

Omaha, Nebraska, United States · Hybrid

Mid level

Tax Operations Manager About Us At Avior, we believe in more than just managing wealth and preparing tax returns; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose.…

Skills: Team Leadership, People Management, Training and Coaching, Workload Management, Operational Process Improvement

Avior Wealth Management, LLC

Tax Professional - Senior

Clemmons, North Carolina, United States · Hybrid

Mid level

Tax Professional – Tax Senior About Avior At Avior, we integrate tax, accounting, and wealth management to help individuals plan with intention and live with purpose. We’re a collaborative, growth-oriented fi…

Skills: Tax Preparation, Tax Review, Tax Advisory, Strategic Planning, GAAP

Avior Wealth Management, LLC

Tax Professional - Senior

Omaha, Nebraska, United States · Hybrid

Mid level

Tax Professional – Tax Senior About Avior At Avior, we integrate tax, accounting, and wealth management to help individuals plan with intention and live with purpose. We’re a collaborative, growth-oriented fi…

Skills: Tax Preparation, Tax Review, Tax Advisory, Strategic Planning, GAAP

Avior Wealth Management, LLC

Tax Professional Principal Manager/Office Lead

Clemmons, North Carolina, United States · Hybrid

Senior+

About Avior At Avior, we integrate tax, accounting, and wealth management to help individuals plan with intention and live with purpose. We’re a collaborative, growth-oriented firm built on shared values, deep tech…

Skills: Tax Planning, Public Accounting, Business Development, Client Relationship Management, GAAP

Tax Operations Manager

Avior Wealth Management, LLC

Omaha, Nebraska, United States • Hybrid

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Mid level

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  • Full-time
  • 401k and 401k Matching, Dental Insurance, Vision Insurance, Health Insurance, Health Savings Account (HSA), Life Insurance
  • Posted 10d ago
  • ~40 hrs/week

Responsibilities

Leads a team of tax processors and front desk associates, focusing on people management, training, and operational workflow. Responsible for translating tax policies into procedures to ensure consistent execution and quality across multiple office locations.

Requirements

Requires 3+ years of experience leading teams in a tax, accounting, or high-volume processing environment. Candidates must have a strong track record of coaching staff and the ability to thrive in a fast-paced, deadline-driven setting.

Full job description

Tax Operations Manager

 

About Us

At Avior, we believe in more than just managing wealth and preparing tax returns; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.

Avior Core Values 

 

We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values:

  • It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own.
  • We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impact in the lives of others and create positive change in our organization and communities.
  • We Pursue Excellence - We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.
  • We Shape the Future - We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.

Position Overview

The Tax Operations Manager leads our team of tax processors and front desk associates. This is a people-first leadership role: you'll train new processors, coach performance, distribute and balance workload across our busiest weeks, handle escalations, and build the day-to-day operational processes that keep our processing function running smoothly through every filing season.

You'll work closely with tax leadership across our offices, but this role is about leading people and operations, not preparing or reviewing tax returns. While tax policy and technical standards stays with our Tax Directors; you are responsible translating those policies into procedures to drive consistent execution, quality and client servicing across the tax operations team.

This is an in-office role based in Omaha, NE. 

Key Responsibilities

Team Leadership & People Management

  • Directly manage a team of tax processors and front desk associates spanning across multiple office locations.
  • Serve as the primary point of escalation for personnel matters, performance concerns, and day-to-day people issues across the processor and front desk population.
  • Conduct regular one-on-ones, performance check-ins, and team meetings to keep staff aligned, supported, and accountable.
  • Own schedules, hiring support, onboarding, and offboarding coordination for processor and front desk roles in partnership with HR.

Training, Coaching & Development

  • Design and deliver training programs for new processors and front desk staff, including technology, workflow, and firm-specific procedures.
  • Coach processors through our tiered progression path (Tier 1 Processor → Tier 2 Senior Processor → Tier 3 Lead Processor), building role pride and clear growth expectations at each level.
  • Identify high-potential staff and build individualized development plans, including staff being groomed for future roles.
  • Partner with the Systems Team to ensure training stays current with system and process changes.

Workload & Workflow Management

  • Manage day-to-day workload distribution across in-office and Centralized Tax Services (CTS) processors to balance capacity, deadlines, and seasonal surge volume.
  • Monitor work-in-progress (WIP) queues and turnaround times, and reallocate resources proactively as bottlenecks emerge.
  • Coordinate front desk coverage and workflow across all office locations, ensuring consistent client-facing service standards.
  • Escalate and help resolve complex processing issues, working closely with the Workflow Control Lead on quality control and escalation flow.

Operational Process & Standards

  • Define, document, and continuously improve the operational processes processors and front desk staff follow day to day — intake, assembly, delivery, and front-office procedures.
  • Ensure consistent application of tax and accounting procedures across all offices, adapting for local nuances without compromising standardization.
  • Partner with key stakeholders to ensure operational processes support and never conflict with firmwide technical and system standards.
  • Support the rollout of new tools, workflow changes, and process documentation ahead of each filing season.

 

What We’re Looking For

 

  • 3+ years of experience leading a team in a tax, accounting, or high-volume processing environment.
  • A track record of training, coaching, and developing staff — you genuinely enjoy helping people grow.
  • Strong organizational skills and comfort managing multiple priorities and deadlines at once.
  • Clear, direct communication style; you can give feedback and resolve conflict constructively.
  • Ability to thrive in a fast-paced, deadline-driven environment, particularly during tax season.
  • Willingness to work on-site in our Omaha office.

 

Ideal Candidate Will Have

  • Experience with CCH Axcess Tax.
  • Experience with CCH Client Collaboration or document-exchange portal tools.
  • Background managing teams across multiple office locations.

 

Your Well-Being Matters

In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being:

  • 401k and 401k Matching: Plan for your future with our retirement savings options.
  • Dental Insurance: Maintain your oral health with coverage for a range of dental services.
  • Vision Insurance: Ensure clear sight on your path to success with our vision coverage.
  • Health Insurance: Take care of your physical well-being with our health insurance offerings.
  • Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.
  • Life Insurance: Provide financial security for your loved ones with our life insurance benefits.
  • Disability Insurance: Safeguard your financial future in the face of the unexpected.
  • Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.
  • Unlimited Paid Time Off: We recognize the importance of work-life balance, and our unlimited PTO policy reflects our commitment to your overall happiness.

Work Environment

  • Full-time; Required 40+ hours during peak seasons
  • In-person, with flexibility to work from home as needed during non-peak seasons
  • Office hours Monday – Friday 8:00 am – 4:30 pm

Related keywords

Tax OperationsCCH Axcess TaxCCH Client CollaborationTax ProcessingWorkflow ManagementPeople LeadershipPerformance CoachingWIP QueuesTax SeasonOperational StandardsClient ServicingResource Management

About Avior Wealth Management, LLC

LinkedInVisit site

Gain control of your financial future. Our team of experts helps you build comprehensive financial plans with intention.

Industry
Financial Services
Company size
51-200 employees
Founded
2011
Headquarters
Omaha, Nebraska
LinkedIn followers
1,336

Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.

Offices: 14301 FNB Pkwy, Suite 110, Omaha, Nebraska 68154, US · 70 NE Interstate 410 Loop, #970, San Antonio, Texas 78216, US · 3030 Hartley Rd, Suite 160, Jacksonville, Florida 32257, US · Franklin, TN 37064, US · 2880 Cleveland Ave, Suite 1 and 2, Santa Rosa, California 95403, US

financial planninginvestment managementretirement planningtax planning strategiesinsurance planningcash-flow & net worth planningestate planningeducation planningand business owner planning
View all jobs at Avior Wealth Management, LLC

About Avior Wealth Management, LLC

LinkedInVisit site

Gain control of your financial future. Our team of experts helps you build comprehensive financial plans with intention.

Industry
Financial Services
Company size
51-200 employees
Founded
2011
Headquarters
Omaha, Nebraska
LinkedIn followers
1,336

Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.

Offices: 14301 FNB Pkwy, Suite 110, Omaha, Nebraska 68154, US · 70 NE Interstate 410 Loop, #970, San Antonio, Texas 78216, US · 3030 Hartley Rd, Suite 160, Jacksonville, Florida 32257, US · Franklin, TN 37064, US · 2880 Cleveland Ave, Suite 1 and 2, Santa Rosa, California 95403, US

financial planninginvestment managementretirement planningtax planning strategiesinsurance planningcash-flow & net worth planningestate planningeducation planningand business owner planning
View all jobs at Avior Wealth Management, LLC

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