CPA Tax Operations Manager

As a remote full-time CPA Tax Operations Manager, the successful candidate will manage complex-tier members' financial scenarios, support and mentor bookkeeping and tax staff, and ensure high-quality tax and bookkeeping delivery while bridging the tax and accounting teams. Key responsibilities Understand complex financial backgrounds and business structures to identify optimization opportunities for members Support and mentor a team of bookkeepers and tax staff, providing guidance on complex scenarios Review bookkeeping and federal/state tax returns to ensure compliance and alignment with member goals Required qualifications Active CPA, EA, or JD in state of residency 5+ years of experience in bookkeeping and tax operations, with a focus on complex tax preparation Strong analytical skills and ability to translate tax complexity into scalable workflows Proficiency in Google Workspace, Slack, and tax research/preparation tools Experience managing high-volume workflows and large client portfolios