Operations Manager

L&H CPAs and Advisors; Dallas (TX); Remote; USD 48,091 - 58,778; Full time

Job summary

A leading financial services firm is seeking an Operations Manager based in Dallas, TX for a full-time telecommute role. The successful candidate will manage daily operations, coordinate cross-functional workflows, and ensure compliance with industry standards. Responsibilities include overseeing operations, applying Lean principles for efficiency, and preparing financial reports. Candidates must have a Bachelor's degree in a relevant field and at least one year of related experience. This role offers a competitive salary of $53,435 per year and operates on standard business hours.

Qualifications

• Bachelor’s degree or foreign equivalent in Business Administration, Marketing, Management or a related field.
• One year related experience required.

Responsibilities

• Manage day-to-day operations, including production planning and resource allocation.
• Oversee business functions using UltraTax, Practice CS, and HubSpot.
• Apply Lean principles to improve processes.

Skills

Operational management

Workflow management

Lean principles application

Excellent communication skills

Education

Bachelor’s degree in Business Administration or related field

Tools

UltraTax

Practice CS

HubSpot

Job description

Operations Manager

The operational leader who drives efficiency, coordinates cross-functional workflows, and ensures seamless day-to-day performance across our accounting and advisory services.

Position Type/Expected Hours of Work

This is a full-time, telecommute position. Standard hours are Monday through Friday, 9:00 AM to 6:00 PM, totaling 40 hours per week.

Responsibilities & Duties

Responsibilities include, but are not limited to:

• Manage day-to-day operations, including production planning, workflow management, and resource allocation
• Oversee and coordinate business functions using UltraTax, Practice CS, and HubSpot software to support efficiency and integration across departments
• Ensure compliance with company policies, regulations, and industry standards
• Apply Lean principles and best practices to improve processes and enhance overall operational performance
• Direct comprehensive production planning and oversee and enhance the department's operational efficiency, quality control, and operational management
• Foster effective communication and collaboration within the financial accounting and advisory team
• Request and track the fulfillment of any missing documents or information from clients, maintaining accurate records of outstanding items
• Prepare financial reports related to operational performance and resource utilization
• Schedule and facilitate regular team meetings to discuss project statuses, deadlines, and any arising issues
• Maintain a well organized filing system, both digital and physical, for easy access to client and project documents
• Monitor financial project timelines and deadlines, proactively addressing any potential delays or issues
• Play a pivotal role in policy and procedure development, contributing to organizational growth and effectiveness of our accounting and advisory services

Requirements

Background Job Requirements for the Operations Manager include:

• Bachelor’s degree or foreign equivalent in Business Administration, Marketing, Management or a related field
• One (1) year related experience required

Position Details

• Salary $53,435.00 PER YEAR
• Hours 40 hours per week (9:00 AM to 6:00 PM)
• Location Headquartered in Dallas, TX - Telecommute Position
• Type Full-Time

Date of posting: 03/05/2026

Mail Resumes To:

L&H CPAs and Advisors LLC d/b/a L&H CPAs and Advisors

10000 N. Central Expy., Suite 710 Dallas, TX 75231