4-5 years of operations experience 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
Requirements:
Oversee team management, monitor efficiency/capacity metrics, track performance indicators, and report to leadership; identify bottlenecks and drive productivity improvements.
Lead recruitment and onboarding processes, including posting roles, screening resumes, coordinating interviews, and new-hire onboarding.
Manage HR and payroll functions, maintain employee records, process payroll accurately, and monitor compliance with regulatory requirements.
Implement and optimize systems and processes, develop SOPs, coordinate vendors, and support client operations with established guidelines.
Job description
This 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.
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.
Responsabilities
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.
