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Senior Operations Manager, CPA/EA

Role overview

Qualifications

  • 3+ years of leadership experience in an operations/customer success/tax services environment
  • 2-4 years managing other managers/team leads
  • Strong knowledge of seasonal business operations and workforce planning
  • Preferred Active Enrolled Agent (EA) or CPA certification

Responsibilities

  • Provide effective leadership and direction to a team of remote Seasonal Managers
  • Serve as a point of escalation and alignment for seasonal leadership
  • Monitor daily and weekly metrics, including KPIs related to NPS and Quality of Service
  • Support workforce planning, readiness, and performance initiatives throughout different seasons

Key facts

Hard skills

Other skills

  • Leadership
  • Communication
  • Collaboration
  • Organizational Skills
  • Coaching
  • Mentorship

About the company

JDA TSG logo

JDA TSG

Outsourcing & Offshoring

JDA TSG is a preferred global strategic and outsourcing partner of some of the biggest brands in the world. Our team of experts provides new perspectives and solves your most critical operational challenges. Our mission is to deliver services that are effective, agile and scalable, designing every engagement to address your organization’s unique environment. The result is efficient operations, simplified complex programs, and a flexible strategy provides space for business agility. Founded in 2011, our team meets you where you are to deliver a plan of action of combined people, process, and technology that drives exceptional outcomes across talent acquisition and operational process improvement.

Company details

Company typeSME
IndustryOutsourcing & Offshoring
Company size501 - 1000

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Job description

Overview:

JDA TSG is seeking full-time Senior Operations Managers to champion operational excellence and support a high-performing remote team. In this role, you will lead a group of seasonal managers, ensure strong service delivery results, and provide essential support through administrative oversight, operational coordination, and ad hoc initiatives. This strategic, year-round position emphasizes consistent leadership, talent development, and ongoing organizational improvement.  If you have 3+ years of leadership experience in an operations/customer success/tax services environment, including 2-4 years managing other managers/leads, and are looking for a full-time, work‑from‑home opportunity, we encourage you to apply!  

What You Will Do:
  • Provide effective leadership and direction to a team of remote Seasonal Managers across varying shifts and functional areas.
  • Serve as a point of escalation and alignment for seasonal leadership, ensuring program compliance and consistent policy execution.
  • Promote a high-performance culture through regular feedback, accountability, and recognition.
  • Support workforce planning, readiness, and performance initiatives throughout pre-season, peak, and post-season cycles.
  • Conduct regular coaching, mentoring, and performance reviews with seasonal leadership.
  • Monitor daily and weekly metrics, including KPIs related to NPS, Quality of Service, timecard compliance, system use, and productivity.
  • Maintain oversight of timekeeping, payroll reconciliation, and attendance reporting processes.
  • Collaborate cross-functionally to support escalations, policy rollouts, systems issues, and training implementation.
  • Fulfill administrative responsibilities, including team documentation, schedule tracking, meeting facilitation, and internal reporting.
  • Complete ad hoc assignments related to strategic initiatives, special projects, and leadership priorities as needed.
  • Act as a key contributor to the culture, efficiency, and long-term success of the Tax Services Group.
Who You Are:
  • 3+ years of leadership experience in an operations, customer success, or tax services environment, including 2-4 years managing other managers or team leads.
  • Strong knowledge of seasonal business operations, workforce planning, or client service environment.
  • Demonstrated experience working in a remote environment with diverse, distributed teams.
  • Preferred Active Enrolled Agent (EA) or CPA certification.
  • Proven ability to analyze operational metrics and lead performance improvement initiatives.
  • Strong understanding of timekeeping systems, compliance processes, and workforce planning.
  • Excellent communication skills, with a track record of cross-functional collaboration and stakeholder alignment.
  • Strong organizational skills, with the ability to manage multiple priorities, systems, and deadlines.
  • Proficiency in Microsoft 365, Slack, professional tax software, and workforce management tools.
  • A dedicated workspace with a hardwired Ethernet connection (No Wi-Fi or Satellite internet).
What We Offer:
  • Full-time, year-round W2 employment
  • Remote flexibility with a collaborative leadership culture
  • Annual performance-based incentives and bonus eligibility
  • Benefits including 401(k) with match, medical, dental, vision, and paid time off
  • Growth opportunities within JDA TSG
Posted Salary Range: USD $90,000.00 - USD $100,000.00 /Yr.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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