Accounting & Tax Operations Manager; Part-Time, Path

Position: Accounting & Tax Operations Manager (Part-Time, Growth Path)

Accounting & Tax Operations Manager (Part-Time, Growth Path)

2 days ago Be among the first 25 applicants

Direct message the job poster from Action Accounting & Tax

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.

What you’ll own

• 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

Payroll + compliance workflow

• 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

Client issues + notices

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

Systems + team workflow

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

What we’re looking for (must haves)

• 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”

Strongly preferred

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

Schedule & pay

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

How to apply

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

Seniority level

Mid‑Senior level

Employment type

Part‑time

Job function

Accounting/Auditing and Finance

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