AO: Operations Manager, Tax & Accounting

Accountingfly; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

A growing remote tax and accounting firm seeks an Operations Leader to enhance workflows and client service. This fully remote role offers year-round hours and the chance to impact a growing team. Ideal candidates have CPA firm experience and strong leadership skills.

Benefits

Performance-based bonus potential

Qualifications

• Proven experience in operations management, preferably in tax or accounting.
• Strong leadership and people management skills.

Responsibilities

• Oversee daily operations of tax and accounting departments.
• Manage, coach, and support a team of remote tax preparers and accountants.
• Ensure compliance with tax laws, deadlines, and quality standards.

Skills

Leadership

Organizational Skills

Problem Solving

Communication

Tools

UltraTax CS

QuickBooks

TaxDome

Trello

Google Suite

Zoom

Loom

Job description

Operations Leader for Remote Tax & Accounting Team – Consistent year-round hours & opportunity to shape a growing Tax and Accounting Team.

Job Type:

*Must have CPA firm experience
Full-time, W2
Location: REMOTE within the US
Compensation: $90,000- $120,000 DOE

Job Description:A growing remote tax and accounting firm is seeking an Operations Manager to lead its tax preparation and accounting departments and support the firm’s ability to grow while maintaining operational excellence. This role is essential for ensuring efficient workflows, strong team performance, and consistently high-quality client service as the firm scales. This fully remote role offers consistent, year-round full-time hours and the chance to make a direct impact on a growing team.
Compensation:

• Salaried position based on experience and qualifications
• Performance-based bonus potential

Key Responsibilities:

• Oversee daily operations of the tax and accounting departments
• Create and improve policies, procedures, and systems to enhance workflow and service delivery
• Manage, coach, and support a team of remote tax preparers and accountants
• Track performance against key metrics and drive improvements where needed
• Ensure compliance with tax laws, deadlines, and quality standards
• Manage client onboarding and communication
• Collaborate with internal teams (e.g., sales, marketing, technology)
• Administer and optimize use of accounting and workflow software
• Deliver operational reports and recommendations to leadership
• Maintain department budget and staffing resources
• Resolve escalated issues and ensure client satisfaction
• Lead continuous improvement efforts across departments

Skills Necessary:

• Proven experience in operations management (preferably in a tax or accounting firm)
• Strong leadership and people management skills
• Effective organizational, planning, and problem-solving abilities
• Experience using data to assess and improve performance
• Excellent communication skills with a client service mindset
• Ability to work independently in a fast-paced remote environment
• Familiarity with Lean, Six Sigma, or other process improvement methods is a plus
• Exposure to EOS (Entrepreneurial Operating System) is a plus

Key Metrics (KPIs):

• Client retention and satisfaction
• Turnaround time and accuracy of deliverables
• Staff productivity and retention
• Budget adherence
• Successful implementation of process improvements

Tech Stack:

• Tax Software: UltraTax CS
• Accounting Software: QuickBooks
• Workflow Management: TaxDome, Trello
• CRM & Document Management: TaxDome
• Communication Tools: Google Suite, Zoom, Loom

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