Senior Director Bookkeeping & Tax Operations

Job Details

Job Location: Remote - NV - Remote, NV 00000Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $215,000.00 - $265,000.00 SalaryJob Shift: Day

Job Purpose:

The Senior Director Bookkeeping & Tax Operations has prior experience overseeing the operational delivery, performance, and scalability of bookkeeping and tax services across US, International, and external service delivery partners.  This role ensures high-quality service, predictable outcomes, and operational readiness that aligns with the product strategy and client experience expectations defined by the Senior Product Line Manager of Bookkeeping & Tax.

This leader oversees the Managers across, Bookkeeping, Tax, Tax Advising teams, and the leader of India operations and partners closely with cross-functional teams to drive workflow optimization, workforce planning, quality improvement, and peak-season readiness.  This role collaborates deeply with the Senior Product Line Manager of Bookkeeping & Tax - ensuring operational feasibility of product initiatives, service delivery readiness, and seamless translation of product decisions into execution.

Key Responsibilities:

• Oversee the Bookkeeping Manager, Tax Manager, Tax Advising Manager, while collaborating closely with the leader of International operations to ensure consistent operational execution.
• Ensure alignment with standardized workflows, quality expectations, and service delivery processes across all regions.
• Provide oversight of external service delivery partners, ensuring they meet operational performance, quality standards, and contractual obligations.
• Partner with the leader of International operations to coordinate workload distribution, performance governance, and operational maturity.
• Own KPI governance for Bookkeeping and Tax operations.
• Establish, track, and communicate performance goals and accountability standards across internal teams and vendors.
• Lead regular performance reviews across US, International, and external vendor teams.
• Collaborate with Tax Advising, Product, and Service teams to resolve complex, client-impacting challenges and improve overall service delivery execution.
• Lead workforce planning, hiring forecasts, and resource allocation.
• Drive continuous improvement through workflow redesign, automation, process standardization, and elimination of operational inefficiencies.
• Align operations with product strategy, client experience design and priorities.
• Provide data-driven operational insights to support product decisions and experience improvements.

 

Key Skills and Attributes:

Strategic and Financial Acumen

• Demonstrates strong command of P&L management, forecasting, pricing, and contribution margin levers.
• Anticipates financial and operational outcomes through data modeling and disciplined decision-making.
• Balances growth with sustainable profitability; able to pivot strategy quickly based on business performance.

Operational Excellence

• Deep understanding of process design, capacity planning, and workflow optimization across onshore and offshore models.
• Drives standardization, automation, and scalability within complex service delivery environments.
• Ensures consistent adherence to SOPs, SLAs, and compliance standards across functions.

Leadership and Talent Development

• Inspires confidence through transparent, decisive leadership and clear direction.
• Coaches leaders to operate autonomously within structured governance and performance frameworks.
• Promotes d