Accounting Operations Manager

Job Description

Job Description

Position: Accounting Operations Manager

# Compensation

- Base Salary: $70,000 - $80,000, based on experience

- Benefits: 401(k) with 4% Company Match, Monthly Health Insurance Reimbursement, Cell Phone Reimbursement

# About Us

Taylor Tax Strategy is a fast-growing accounting firm that serves real estate investors and small business owners. We are driven by integrity, excellence, and client-first service. Our team values initiative, professionalism, and community impact.

# Role Overview

The Accounting Operations Manager oversees all client fulfillment across three departments: Bookkeeping, Tax, and Strategy. This role directly manages the leads of each department, ensures quality and capacity across QuickBooks Online bookkeeping, Drake tax prep, and strategy implementation, and resolves cross-department bottlenecks before they reach the COO. This position frees the COO to focus on sales, enrollment, and firm-level strategy.

# Responsibilities

## Team Leadership

- Directly manage: Tax manager, Bookkeeping lead, and the SAR Team Lead — hiring, performance reviews, and workload balancing

- Conduct regular check-ins with each department lead to review KPIs, capacity, and client health

- Handle/Advise on hiring and firing decisions within Bookkeeping, Tax, and SAR/Strategy

## Capacity & Quality

- Manage staffing, workflow, or tooling changes

- Review quality across bookkeeping (QBO), tax prep (Drake), and strategy implementation

- Serve as the escalation point for cross-team issues (e.g., a tax question blocking a bookkeeping deliverable)

## Reporting & Strategy

- Own department-level KPIs and report them to the COO

- Support oversight of tax strategy implementation across the SAR team (lightest-touch area — trainable on the job)

- Partner with the COO on transitioning new-client enrollment meetings to the SAR team

# Requirements

- Strong QuickBooks Online bookkeeping background 3+ Years

- Tax prep experience; Drake Software experience preferred 2+ Years

- Accounting/finance background sufficient to review both bookkeeping and tax work

- CPA or EA not required, but a plus

- Tax strategy exposure a plus, not required