Accounting Operations Manager - IN PERSON

Taylor Tax Strategy•Louisville, KY

5d•Onsite

About The Position

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. 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.

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

Nice To Haves

CPA or EA not required, but a plus
Tax strategy exposure a plus, not required

Responsibilities

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
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)
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