United States onlyThis is a remote position.
About the Company
The company is a Louisiana-based CPA and tax relief firm that specializes in helping individuals and small businesses resolve IRS issues, manage tax debt, and improve their financial operations. Services include tax resolution, tax preparation and planning, bookkeeping, payroll, audit support, CFO services, and compliance assistance. The firm focuses on providing personalized financial solutions, strong client support, and operational efficiency through modern accounting and payroll systems such as QuickBooks, Drake Tax, and Gusto.
The company is a Louisiana-based CPA and tax relief firm that specializes in helping individuals and small businesses resolve IRS issues, manage tax debt, and improve their financial operations. Services include tax resolution, tax preparation and planning, bookkeeping, payroll, audit support, CFO services, and compliance assistance. The firm focuses on providing personalized financial solutions, strong client support, and operational efficiency through modern accounting and payroll systems such as QuickBooks, Drake Tax, and Gusto.
About the Role
We are seeking an experienced Operations Manager to oversee and execute the day-to-day operations of our growing tax relief company. This role will manage team performance, human resources functions, compliance monitoring, systems implementation, and client operations support, allowing leadership to focus on strategic growth initiatives. The ideal candidate will bring 4-5 years of operational experience with the ability to work independently while collaborating on strategic decisions.
We are seeking an experienced Operations Manager to oversee and execute the day-to-day operations of our growing tax relief company. This role will manage team performance, human resources functions, compliance monitoring, systems implementation, and client operations support, allowing leadership to focus on strategic growth initiatives. The ideal candidate will bring 4-5 years of operational experience with the ability to work independently while collaborating on strategic decisions.
Responsabilities
Team Management & Efficiency
Team Management & Efficiency
- Monitor team efficiency and capacity metrics on a weekly/monthly basis
- Track performance indicators and provide regular reports to leadership
- Identify bottlenecks and recommend solutions to improve team productivity
Recruitment & Onboarding
- Post job openings across multiple platforms and manage applicant tracking
- Sort and screen resumes, conduct initial phone screens, and coordinate interviews
- Own the complete onboarding process for new team members including paperwork, training schedules, and first-week orientation
- Ensure all new hires are set up with necessary tools, systems, and access within their first week
Human Resources & Employee Relations
- Serve as first point of contact for general HR questions and employee concerns
- Handle routine employee disputes and workplace conflicts; escalate complex issues to leadership
- Maintain employee records, track PTO, and manage HR documentation
Payroll Management
- Process and manage payroll accurately and on time
Compliance Monitoring
- Monitor sales compliance with regulatory requirements and company policies
- Conduct regular compliance audits using established checklists
- Flag compliance issues and work with leadership to resolve them
Systems & Process Management
- Implement approved services and software, including vendor coordination, setup, and team training
- Evaluate current systems and processes for efficiency; identify improvement opportunities
- Design and document standard operating procedures (SOPs) for routine processes
- Assist leadership in designing new systems for complex operational challenges
Client Operations Support
- Develop and maintain protocols for handling common client situations
- Serve as operational point of contact for client-related process questions
- Determine appropriate responses to client situations using established guidelines
- Escalate complex or sensitive client issues to leadership with recommendations
Requirements
- 4-5 years of operations experience, preferably in professional services, financial services, or tax industry
- Proven experience managing recruitment and onboarding processes
- Hands-on experience with payroll processing and HR administration
- Strong understanding of compliance monitoring and documentation
- Experience evaluating and implementing software/technology solutions
- Demonstrated ability to design processes and create standard operating procedures
- Excellent problem-solving skills and sound judgment for employee and client situations
- Proficiency with HRIS systems, payroll software, and project management tools
- Strong analytical skills with the ability to track and report on operational metrics
Preferred Qualifications
- Background in tax services, accounting, or financial services industry
- Familiarity with tax industry compliance requirements
- Experience with CRM platforms and workflow automation tools
- Experience in a fast-paced, growing small business environment
Competencies & Skills
- Independent execution: Ability to manage multiple projects with minimal supervision
- Strategic thinking: Can evaluate options and make recommendations with business impact in mind
- Attention to detail: High accuracy in payroll, compliance, and documentation
- Communication: Clear written and verbal communication for employee interactions and leadership reporting
- Conflict resolution: Tactful handling of employee disputes and difficult conversations
- Adaptability: Comfortable with changing priorities in a growth-focused environment
- Tech-savvy: Quick learner of new software and systems
Reporting Structure
This role reports directly to the Owner/CEO and will collaborate closely on strategic operational decisions while maintaining autonomy over day-to-day execution.
Benefits
- Salary: $4000 - $5000 USD/month
- 100% remote from anywhere in Latam
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