Business Financial Group

• Lead the day-to-day operations of BFG's Tax Department
• Manage, supervise, coach, and develop tax team members
• Establish expectations for assignments, deadlines, quality, communication, documentation, and accountability
• Conduct department and individual follow-up meetings
• Identify performance, workload, training, and resource issues before they affect client delivery
• Manage the overall tax project pipeline and maintain visibility into project status
• Ensure projects progress through workflow stages from intake and preparation through review, e-filing, delivery, and follow-up
• Monitor deadlines, aging, bottlenecks, dependencies, and overdue tasks
• Assign projects based on experience, competency, workload, deadlines, and complexity
• Monitor capacity and redistribute work as needed
• Provide operational and technical oversight for U.S. business tax engagements
• Oversee preparation and delivery of U.S. individual income tax returns
• Manage tax-planning and tax-resolution workflows
• Coordinate with CPA Advisors, EAs, senior tax professionals, QA, Client Tax Leads, and other specialists
• Ensure quality-control procedures, review comments, and rework items are handled promptly
• Supervise Client Tax Leads and manage tax delivery systems and client-portfolio distribution
• Maintain visibility over federal, state, and internal deadlines
• Develop SOPs, checklists, workflow standards, and documentation requirements
• Improve workflows using automation, AI, tax technology, dashboards, and project-management systems
• Develop a scalable, systematic, measurable tax operation

Tax Department Head

Frontend Engineer

• Build and maintain responsive WordPress websites, landing pages, industry pages, academy pages, campaign pages, and other BFG digital properties
• Use AI-assisted development tools to accelerate coding, page creation, testing, troubleshooting, and repetitive production work while reviewing AI-generated code before deployment
• Convert approved content, designs, wireframes, screenshots, and prototypes into responsive, production-ready webpages
• Create reusable templates and components for blogs, landing pages, resources, webinars, forms, CTAs, assessments, and recurring content
• Manage WordPress themes, plugins, HTML/CSS/JavaScript updates, staging, deployment, security, backups, performance, and technical maintenance
• Build efficient publishing workflows and reduce repetitive manual work
• Implement technical SEO requirements, including metadata, headings, URLs, internal linking, schema, redirects, indexing, image optimization, page speed, and mobile usability
• Build and maintain lead-generation functionality, including forms, scheduling, downloads, assessments, webinar registrations, and campaign pages
• Support integrations with Zoho applications and other marketing/business systems
• Implement analytics and conversion tracking using Google Analytics, Google Tag Manager, Google Search Console, and related platforms
• Conduct QA before publication to ensure pages are responsive, functional, secure, properly tracked, SEO compliant, and consistent with approved branding
• Collaborate with marketing, content, and business teams
• Develop reusable systems, automate publishing and development tasks, and support increasing digital-production volume

Tax Department Head

AI Web Developer, Digital Production Specialist