Accounting & Tax Operations Manager

and the job listing Expires on February 3, 2026

Internship Accounting, Data Analytics, Economics & Finance

Pay: $32.00 – $45.00 per hour

We’re a small accounting firm scaling our client service delivery while the owner shifts more time into advisory. We need a hands‑on operations lead who can take day‑to‑day ownership of month‑end financials delivery, payroll/compliance oversight, and the tax return pipeline—so work moves forward without constant escalation.

This is not a “helper” role. This is a responsible party role.

• Month‑end close + financials
• Oversee and review monthly closes (primarily Xero, some QBO) using a checklist‑driven process
• Perform targeted reconciliations and GL review for accuracy; ensure uncategorized items are cleared or documented
• Finalize and send client financial statements (P&L, Balance Sheet) with professional, courteous communication, clear notes, and documented action items

• Oversee payroll processing performed by support staff; step in for exceptions and quality control
• Maintain a compliance calendar and ensure quarterlies/year‑end workflow is executed on time (W‑2/W‑3, 1099 process where applicable)
• Improve processes so payroll/compliance happens predictably without last‑minute emergencies
• Organize client documents and drive missing‑item follow‑up
• Prepare and/or support preparation of 1040 + Schedule C (entity experience is a plus)
• Push returns to “ready for review” with clean work papers and flagged issues

• Triage and resolve routine IRS/state notices and compliance questions
• Document decisions and keep work visible so nothing gets lost

• Use and improve SOPs/checklists, task boards, and deadlines
• Delegate appropriately to bookkeeping support staff as capacity grows

• 3+ years in small firm bookkeeping/accounting operations or similar client‑facing role
• Strong month‑end close fundamentals and comfort reviewing a General Ledger
• Real payroll exposure (processing + filings workflow mindset)
• Able to communicate clearly with clients in a professional and courteous manner: concise emails, firm deadlines, documented action items
• You use systems: checklists, calendars, pipeline stages—no “winging it”

• Experience with tax prep in a firm environment (1040/Sch C at minimum)
• Comfortable owning outcomes and escalating only true strategy questions

20–30 hours/week to start, with potential to grow
Hourly range: $32–$45/hr DOE (higher end for strong tax + payroll ownership)

Mainly remote;
Mountain Time availability is important

Send:
~Resume
A short note answering:
~What’s your month‑end close process?
~What payroll/compliance work have you owned?
~Which tax forms can you prepare confidently?

Candidates will complete a paid, time‑boxed skills test.

• Opportunities for advancement
• Work from home

Work Location:

Hybrid remote in Loveland, CO 80538