Accounting & Operations Manager - 21745

Remotemid

OperationsOperations Manager

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Quick Summary

Key Responsibilities

Lead multi-period accounting cleanup projects from intake through final sign-off—correcting historical coding errors, unallocated transactions, and balance sheet discrepancies.

Requirements Summary

Minimum 5+ years of hands-on accounting and bookkeeping experience within a US accounting firm, CPA practice, or public tax firm, including 2+ years supervising accounting staff.

Technical Tools

OperationsOperations Manager

Responsibilities

~1 min read

Tax Readiness Auditing: Review client general ledgers before tax preparation begins—ensuring clean year-end balances for US individual and entity tax filings (Forms 1040, 1065, 1120, 1120-S).
Tax Workflow Coordination: Partner with tax preparers and software tools (MyTaxPrepOffice) to track filing deadlines, clear information requests, and resolve ledger discrepancies.
Operational Reporting: Provide routine operational updates on team capacity, project status, and client delivery metrics to firm leadership.

Requirements

~1 min read

US Firm Track Record: Minimum 5+ years of hands-on accounting and bookkeeping experience within a US accounting firm, CPA practice, or public tax firm, including 2+ years supervising accounting staff.
Technical US Accounting & Tax Depth: Strong knowledge of US GAAP, bookkeeping standards, payroll processing, and foundational US tax returns (Forms 1040, 1065, 1120, and 1120-S).
Cleanup Expertise: Proven experience leading complex, multi-year accounting cleanups and managing multi-client account portfolios.
Software Mastery: Advanced proficiency in QuickBooks Online (QBO), payroll engines (ADP, QBO Payroll), and practice management/portal platforms (Hubflo or equivalent tools like TaxDome, Karbon, or Canopy).
Leadership & High Agency: Exceptional team management capabilities, with the assertiveness and problem-solving drive to resolve issues autonomously.
Communication Polish: Outstanding written and spoken English skills for direct client correspondence and team leadership.

Active CPA (Certified Public Accountant), EA (Enrolled Agent), or equivalent professional accounting credential.
Direct experience supporting fractional CFO workflows, management reporting packages, or tax preparation software (MyTaxPrepOffice, Drake, UltraTax).

On-Time Monthly Close Rate: Achieving 100% on-time monthly closes across all managed client accounts.
Cleanup Completion Velocity: Executing accounting cleanup projects within target timelines and budgets.
Quality Control & Error Prevention: Delivering clean, reviewed financial packages with minimal manager/partner revision requirements.
Client Response SLA: Maintaining fast, professional response cadences for all incoming client inquiries and document requests.