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Tax Operations Manager in Omaha, Nebraska at Avior Wealth Management LLC

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Avior Wealth Management LLC
Omaha, Nebraska, 68154, United States
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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.
    • Flexible Paid Time Off: We recognize the importance of work-life balance, and our flexible vacation 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

    • Job Location

    Omaha, Nebraska, 68154, United States

    Frequently asked questions about this position

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