Accounting and Tax Operations Manager - IN PERSON

Taylor Tax Strategy

  • Louisville, Kentucky
  • 5 days ago

    Highlights

    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 . ## 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 .

    Numbers & Facts

    LocationLouisville, Kentucky
    Websitehttps://www.taylortaxstrategy.com

    Description

    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




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