Website is www.davidbeckcpa.com. We are a professional tax preparation firm with more than 500 individual and small business clients. We are expanding our team and need an Operations Manager to oversee the client services and operations of the firm.
This is a hands- on role that requires interaction with clients, staff and vendors on behalf of the firm. This is not intended for a consultant or fractional COO. A CPA/Accountant returning to the workforce or in need of a flexible work arrangement may find this role a good fit.
You will report to the Business Owner who leads the strategic growth efforts for the firm and its related companies.
Responsibilities:
- Serve as the client services manager, overseeing assignment and delivery of tax preparation services provided by accountants and tax preparers.
- Manage HR/Payroll including setting performance targets for the team and ensuring their professional development to perform in their roles
- Manage IT/software services
- Oversee Marketing, including setting sales targets, managing lead generation, advertising and social media strategies
- Oversee Finance, including new business development efforts and internal bookkeeping
Job Requirements:
- 5 + years experience in an Administrative or Managerial role at a Tax or Accounting Firm
- 10+ years in the tax, accounting or professional services industry
- Accountant/CPA/EA preferred
The preference is for the role to be hybrid, with regular in person meetings with the firm owner in New York City. A fully remote role,/or reduced hours will be considered for a strong candidate.
Hours are generally from 9am EST, with options for flexibility.
You must be tech savvy and be familiar with current software and platforms in the industry. The firm uses CCH Axcess tax preparation software and TaxDome for client and workflow management.
A positive, professional and polished presence is key.
Job Type: Full-time
Pay: $45.00 - $60.00 per hour
Expected hours: No more than 40 per week
Benefits:
- Flexible schedule
- Work from home
Experience level:
Schedule:
Application Question(s):
- How many years experience do you have working in an accounting or tax preparation firm?
Work Location: Hybrid remote in New York, NY 10005