Operations Manager

Description

CPAcloud9 is seeking a highly organized and dependable Operations Manager to lead and oversee the daily operations of our growing tax and bookkeeping business. This role serves as a critical point of contact among clients, bookkeepers, tax preparers, and management, ensuring smooth communication and timely completion of tasks. The ideal candidate is proactive, client-focused, and has excellent multitasking and organizational skills. Managing a team of 10 persons, this position requires strong leadership, operational planning, and process improvement abilities to enhance workflow efficiency and maintain high-quality client service. The Operations Manager takes full ownership of client and operational issues, coordinates client onboarding, billing, and accounts management, and ensures internal bookkeeping and financial records are accurate and up to date. This role is responsible for identifying operational challenges and driving continuous improvements while providing regular updates to management regarding workload, client issues, and financial status. The manager must be comfortable working independently in a remote environment, exhibiting excellent communication skills and the ability to balance multiple priorities effectively.

Responsibilities

• Manage and oversee the day-to-day operations of the tax and bookkeeping business, ensuring accuracy and timeliness in task completion.
• Serve as the primary point of contact for clients, responding to inquiries, concerns, and service requests with professionalism and efficiency.
• Supervise and coordinate a team of 10 persons, fostering collaboration and maintaining high operational standards.
• Manage customer accounts receivable by handling invoicing, payment follow-ups, and monitoring outstanding balances.
• Coordinate accounts payable processes including vendor payments and management of business expenses.
• Oversee client billing processes to ensure invoices are prepared and delivered accurately and on schedule.
• Maintain and supervise the company's internal bookkeeping and financial records to ensure accuracy and compliance.
• Work closely with bookkeepers and tax preparers to guarantee client work meets deadlines and quality standards.
• Provide assistance to clients regarding general bookkeeping and tax-related inquiries, directing technical questions to specialized team members.
• Resolve client issues promptly and follow up to ensure successful resolution and customer satisfaction.
• Manage new client onboarding procedures by collecting necessary documentation, setting up accounts, and coordinating service delivery.
• Track and follow up on outstanding client documents to facilitate smooth processing and compliance.
• Maintain organized records, client files, workflows, and internal documentation systems to support operational needs.
• Monitor critical deadlines related to tax, bookkeeping, payroll, and other client services, ensuring proper task assignment and follow-up.
• Facilitate effective communication among clients, tax preparers, bookkeepers, and management to maintain alignment and address operational matters.
• Identify and recommend improvements to business processes and workflows to increase efficiency and operational effectiveness.
• Provide management with timely reports and updates on client issues, receivables, workload distribution, and overall operational health.
• Perform additional administrative and operational tasks necessary to support the ongoing success and growth of the business.

Experience

5 Years

Apply By

Dec 1, 2026

Required Skills

• Operational Planning
• Process Improvement
• Customer Service
• Client Relationship Management
• Accounts Receivable Management
• Accounts Payable Management
• Financial Record Keeping
• Team Leadership

Nice to Have Skills

• Time management
• Communication
• Problem Solving
• Client Onboarding
• Document Management
• Remote Work