Accounting and Tax Operations Manager - IN PERSON

Responsive recruiter

**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

**Providing Real Estate Investors & Blue Collar Business Owners with Tax Strategies, Bookkeeping, and Tax Preparation.**