Accounting and Tax Operations Manager - IN PERSON
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Overview
Schedule
Flexible-schedule
Full-time
Education
CPA
Career level
Director
Remote
On-site
Compensation
$70,000-$80,000/year
Benefits
Dental Insurance
Vision Insurance
Paid Vacation
Job Description
Responsive recruiter
Benefits:
- Cell Phone Stipend
- 401(k)
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
- Wellness resources
Position: Accounting Operations Manager - IN PERSON Louisville, Kentucky
# 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
Compensation: $70,000.00 - $80,000.00 per year
Providing Real Estate Investors & Blue Collar Business Owners with Tax Strategies, Bookkeeping, and Tax Preparation.
Automate your job search with Sonara.
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FAQs About Accounting and Tax Operations Manager - IN PERSON Jobs at Taylor Tax Strategy
What is the work location for this position at Taylor Tax Strategy?
This job at Taylor Tax Strategy is located in Louisville, Kentucky, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Taylor Tax Strategy?
Candidates can expect a pay range of $70,000 and $80,000 per year.
What employment applies to this position at Taylor Tax Strategy?
Taylor Tax Strategy lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at Taylor Tax Strategy?
Taylor Tax Strategy is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Taylor Tax Strategy for this role?
Taylor Tax Strategy offers following benefits: Dental Insurance, Vision Insurance, Paid Vacation, Career Development, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Taylor Tax Strategy?
You can apply for this role at Taylor Tax Strategy either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.