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Job DescriptionJob Description
The Income Tax Center is seeking a highly organized, proactive, and servant-hearted
Operations Manager
to lead the daily operations of our growing tax preparation, bookkeeping, and strategic tax planning divisions. This role is ideal for a seasoned professional who thrives in a fast-paced environment, has a passion for excellence, and desires to make a meaningful impact through systems, team development, and client satisfaction.
You’ll work closely with the owner and division leads to ensure workflows run smoothly, deadlines are met, clients are served with excellence, and our culture of integrity, care, and innovation is upheld. This is a hands-on leadership role requiring strong experience in accounting operations, tax processes, staff oversight, and client service. If you’re a detail-oriented leader who finds joy in creating structure and helping teams flourish, we’d love to meet you.
Compensation:
$125,000 - $150,000 yearly
Responsibilities:
Operational Leadership
Oversee day-to-day operations across all divisions: Tax Preparation, Bookkeeping, Advanced Tax Strategy (ATS), and Admin Support.
Ensure workflow consistency and timely delivery of services by managing task assignments, calendars, and team coordination.
Lead weekly team meetings for each division, ensuring alignment, accountability, and continuous improvement.
Team Oversight & Development
Supervise and support a multi-disciplinary team, including CPAs, tax preparers, bookkeepers, and admin staff.
Conduct performance reviews, offer coaching and accountability, and support professional development.
Foster a healthy, positive team culture rooted in excellence, care, and clear communication.
Client Experience & Quality Control
Ensure that client engagements are handled with professionalism and joy — from onboarding through delivery.
Oversee the accuracy, timeliness, and compliance of all tax returns, bookkeeping reports, and strategic deliverables.
Monitor quality control systems, including e-filing, document tracking (e.g., DocuSign), and collection.
Systems, Processes & Technology
Maintain and improve standard operating procedures (SOPs) for all operational workflows.
Manage software tools (e.g., Canopy, QuickBooks, Drake, TaxDome, etc.) and ensure proper team usage.
Collaborate with IT and Admin staff to ensure secure data storage, document handling, and software integrations.
Strategic Collaboration
Work directly with the Owner and ATS team to implement strategic tax plans, client segmentation, and growth initiatives.
Support new client onboarding and service package delivery with administrative and sales support.
Contribute to business planning, internal compliance, and seasonal workforce coordination.
Qualifications:
Required Qualifications
Bachelor’s degree in Accounting, Business Administration, or related field (CPA or EA but not required).
Minimum 5 years of experience in tax preparation, accounting operations, or financial services.
Proven experience leading teams in a professional services environment.
Strong understanding of tax return preparation (individual and business), bookkeeping workflows, and financial statement accuracy.
Proficiency in accounting and tax software such as QuickBooks, Drake, TaxDome, Canopy, or similar platforms.
Core Competencies
Organizational Leadership:
Ability to manage multiple priorities and lead a team toward timely, accurate completion of work.
Detail-Oriented Excellence:
Strong commitment to precision, process, and professional standards.
Servant Leadership:
Motivated by helping others succeed — both team and clients. Leads with humility, integrity, and accountability.
Clear Communicator:
Strong written and verbal communication skills, with a natural ability to resolve issues and foster team unity.
Process-Driven Innovator:
Enjoys improving workflows, implementing systems, and using technology to streamline operations.
Client-Centered Mindset:
Sees excellence in client service not as a task, but a calling. Able to guide others to deliver with joy and care.
Emotional Maturity:
Calm under pressure, even-keeled, and solution-focused when addressing conflict or complexity.
About Company
The Income Tax Center has been in business since 1995, serving thousands of individual and business taxpayers across the nation.
Our Vision
is to establish a thriving community of taxpayers who pay the IRS not one red cent more than legally required.
Our Mission
is to satisfy client tax, accounting, and advisory needs so outstandingly that your joy becomes infectious.
Our Values
Care Extraordinarily
as respectful servant-leaders who patiently listen, empathize, and attend to stakeholder needs.
Think Innovatively
to design and implement personalized tax, accounting, and advisory strategies.
Walk Credibly
to responsibly and responsively deliver expert solutions.
Grow Purposefully
through continuous learning that enriches our value to all our business family members.
The Income Tax Center is seeking a highly organized, proactive, and servant-hearted
Operations Manager
to lead the daily operations of our growing tax preparation, bookkeeping, and strategic tax planning divisions. This role is ideal for a seasoned professional who thrives in a fast-paced environment, has a passion for excellence, and desires to make a meaningful impact through systems, team development, and client satisfaction.
You’ll work closely with the owner and division leads to ensure workflows run smoothly, deadlines are met, clients are served with excellence, and our culture of integrity, care, and innovation is upheld. This is a hands-on leadership role requiring strong experience in accounting operations, tax processes, staff oversight, and client service. If you’re a detail-oriented leader who finds joy in creating structure and helping teams flourish, we’d love to meet you.
Compensation:
$125,000 - $150,000 yearly
Responsibilities:
Operational Leadership
Oversee day-to-day operations across all divisions: Tax Preparation, Bookkeeping, Advanced Tax Strategy (ATS), and Admin Support.
Ensure workflow consistency and timely delivery of services by managing task assignments, calendars, and team coordination.
Lead weekly team meetings for each division, ensuring alignment, accountability, and continuous improvement.
Team Oversight & Development
Supervise and support a multi-disciplinary team, including CPAs, tax preparers, bookkeepers, and admin staff.
Conduct performance reviews, offer coaching and accountability, and support professional development.
Foster a healthy, positive team culture rooted in excellence, care, and clear communication.
Client Experience & Quality Control
Ensure that client engagements are handled with professionalism and joy — from onboarding through delivery.
Oversee the accuracy, timeliness, and compliance of all tax returns, bookkeeping reports, and strategic deliverables.
Monitor quality control systems, including e-filing, document tracking (e.g., DocuSign), and collection.
Systems, Processes & Technology
Maintain and improve standard operating procedures (SOPs) for all operational workflows.
Manage software tools (e.g., Canopy, QuickBooks, Drake, TaxDome, etc.) and ensure proper team usage.
Collaborate with IT and Admin staff to ensure secure data storage, document handling, and software integrations.
Strategic Collaboration
Work directly with the Owner and ATS team to implement strategic tax plans, client segmentation, and growth initiatives.
Support new client onboarding and service package delivery with administrative and sales support.
Contribute to business planning, internal compliance, and seasonal workforce coordination.
Qualifications:
Required Qualifications
Bachelor’s degree in Accounting, Business Administration, or related field (CPA or EA but not required).
Minimum 5 years of experience in tax preparation, accounting operations, or financial services.
Proven experience leading teams in a professional services environment.
Strong understanding of tax return preparation (individual and business), bookkeeping workflows, and financial statement accuracy.
Proficiency in accounting and tax software such as QuickBooks, Drake, TaxDome, Canopy, or similar platforms.
Core Competencies
Organizational Leadership:
Ability to manage multiple priorities and lead a team toward timely, accurate completion of work.
Detail-Oriented Excellence:
Strong commitment to precision, process, and professional standards.
Servant Leadership:
Motivated by helping others succeed — both team and clients. Leads with humility, integrity, and accountability.
Clear Communicator:
Strong written and verbal communication skills, with a natural ability to resolve issues and foster team unity.
Process-Driven Innovator:
Enjoys improving workflows, implementing systems, and using technology to streamline operations.
Client-Centered Mindset:
Sees excellence in client service not as a task, but a calling. Able to guide others to deliver with joy and care.
Emotional Maturity:
Calm under pressure, even-keeled, and solution-focused when addressing conflict or complexity.
About Company
The Income Tax Center has been in business since 1995, serving thousands of individual and business taxpayers across the nation.
Our Vision
is to establish a thriving community of taxpayers who pay the IRS not one red cent more than legally required.
Our Mission
is to satisfy client tax, accounting, and advisory needs so outstandingly that your joy becomes infectious.
Our Values
Care Extraordinarily
as respectful servant-leaders who patiently listen, empathize, and attend to stakeholder needs.
Think Innovatively
to design and implement personalized tax, accounting, and advisory strategies.
Walk Credibly
to responsibly and responsively deliver expert solutions.
Grow Purposefully
through continuous learning that enriches our value to all our business family members.