Remote Bilingual Operations Manager (English/Spanish)
Location: Remote (U.S. based: mandatory)
Type: Full-time
Schedule: Monday - Friday, 8:00 a.m. – 5:00 p.m.
Compensation: Based on experience
Start Date: ASAP
About BeeTax:
BeeTax is a woman-owned, Latino-led tax and accounting firm. We are committed to delivering high-quality financial and tax services while maintaining strong operational processes and a collaborative team environment.
Position Overview:
The Operations Manager is responsible for ensuring that all accounting and tax operations run efficiently, accurately, and on time. This role oversees people, processes, and systems to support business performance and client satisfaction.
Education & Background:
• Bachelor’s degree in Accounting, Finance, or Business Administration
• Additional training or certifications in:
• Operational process management
• U.S. accounting regulations
• Individual and corporate taxes (federal and state)
• QuickBooks certifications (preferred)
Experience Requirements:
• 2–3+ years of experience in accounting or finance
• Proven experience in:
• Team coordination and supervision
• Oversight of accounting and tax processes
• Managing administrative and operational processes in service-based companies
Technical Skills:
• Proficiency in accounting software such as QuickBooks Online
• Experience with CRM systems and Google Workspace
• Strong knowledge of U.S. tax and accounting regulations
• Ability to analyze operational metrics, generate reports, and implement process improvements
• Experience managing documentation, timelines, and deadlines
Core Competencies:
• Leadership: ability to set expectations, provide feedback, and elevate team performance
• Strong communication skills with both clients and internal teams
• Results-oriented and process-driven mindset
• Strong organizational and prioritization skills
• Analytical thinking and problem-solving abilities
• Conflict management and negotiation skills
• Teamwork and collaboration
• Accountability and strong professional ethics
Key Responsibilities:
Bookkeeping:
• Document accounting reviews in TaxDome and maintain updated tracking systems
• Assign client portfolios to outsourced teams and act as the main point of contact
• Review work in QuickBooks and provide feedback to external teams
• Review manual bookkeeping and provide feedback within 48 hours
• Coordinate monthly Profit & Loss reporting, including report design and client-facing videos
• Monitor reporting metrics and ensure timely delivery
• Support advisors in troubleshooting client issues related to QuickBooks
• Design and maintain templates for financial reports and dashboards
Tax Operations:
• Conduct pre-analysis for tax planning meetings and define recommended strategies
• Implement tax planning structures and create reusable models for the team
• Perform final review of bookkeeping cases prior to tax preparation
• Provide guidance to the team on complex tax-related questions
• Support the development of materials for tax planning presentations
Team & Operations Management:
• Develop training materials (videos, guides) and lead internal training sessions
• Conduct assessments, analyze results, and provide individual feedback
• Lead monthly case review meetings
• Support process automation and pipeline improvements in TaxDome
• Evaluate advisor performance and report findings to management
• Oversee cash control processes across offices and consolidation of reports
• Prepare and deliver monthly corporate reports to leadership
• Track operational KPIs and report deviations
Languages:
• Fully bilingual in English and Spanish (written and verbal)
Why Join BeeTax:
This role is a key position within the company, with direct impact on operational efficiency, team performance, and client satisfaction. You will work closely with leadership and contribute to building scalable processes in a growing organization.
If you have any questions about this opportunity, feel free to reach out to us at [email protected]. We’d be happy to connect with you.
Job Type: Full-time
Benefits:
• Paid time off
Work Location: Remote
Type: Full-time
Schedule: Monday - Friday, 8:00 a.m. – 5:00 p.m.
Compensation: Based on experience
Start Date: ASAP
About BeeTax:
BeeTax is a woman-owned, Latino-led tax and accounting firm. We are committed to delivering high-quality financial and tax services while maintaining strong operational processes and a collaborative team environment.
Position Overview:
The Operations Manager is responsible for ensuring that all accounting and tax operations run efficiently, accurately, and on time. This role oversees people, processes, and systems to support business performance and client satisfaction.
Education & Background:
• Bachelor’s degree in Accounting, Finance, or Business Administration
• Additional training or certifications in:
• Operational process management
• U.S. accounting regulations
• Individual and corporate taxes (federal and state)
• QuickBooks certifications (preferred)
Experience Requirements:
• 2–3+ years of experience in accounting or finance
• Proven experience in:
• Team coordination and supervision
• Oversight of accounting and tax processes
• Managing administrative and operational processes in service-based companies
Technical Skills:
• Proficiency in accounting software such as QuickBooks Online
• Experience with CRM systems and Google Workspace
• Strong knowledge of U.S. tax and accounting regulations
• Ability to analyze operational metrics, generate reports, and implement process improvements
• Experience managing documentation, timelines, and deadlines
Core Competencies:
• Leadership: ability to set expectations, provide feedback, and elevate team performance
• Strong communication skills with both clients and internal teams
• Results-oriented and process-driven mindset
• Strong organizational and prioritization skills
• Analytical thinking and problem-solving abilities
• Conflict management and negotiation skills
• Teamwork and collaboration
• Accountability and strong professional ethics
Key Responsibilities:
Bookkeeping:
• Document accounting reviews in TaxDome and maintain updated tracking systems
• Assign client portfolios to outsourced teams and act as the main point of contact
• Review work in QuickBooks and provide feedback to external teams
• Review manual bookkeeping and provide feedback within 48 hours
• Coordinate monthly Profit & Loss reporting, including report design and client-facing videos
• Monitor reporting metrics and ensure timely delivery
• Support advisors in troubleshooting client issues related to QuickBooks
• Design and maintain templates for financial reports and dashboards
Tax Operations:
• Conduct pre-analysis for tax planning meetings and define recommended strategies
• Implement tax planning structures and create reusable models for the team
• Perform final review of bookkeeping cases prior to tax preparation
• Provide guidance to the team on complex tax-related questions
• Support the development of materials for tax planning presentations
Team & Operations Management:
• Develop training materials (videos, guides) and lead internal training sessions
• Conduct assessments, analyze results, and provide individual feedback
• Lead monthly case review meetings
• Support process automation and pipeline improvements in TaxDome
• Evaluate advisor performance and report findings to management
• Oversee cash control processes across offices and consolidation of reports
• Prepare and deliver monthly corporate reports to leadership
• Track operational KPIs and report deviations
Languages:
• Fully bilingual in English and Spanish (written and verbal)
Why Join BeeTax:
This role is a key position within the company, with direct impact on operational efficiency, team performance, and client satisfaction. You will work closely with leadership and contribute to building scalable processes in a growing organization.
If you have any questions about this opportunity, feel free to reach out to us at [email protected]. We’d be happy to connect with you.
Job Type: Full-time
Benefits:
• Paid time off
Work Location: Remote