Anderson Business Advisors · 14 hours ago
Senior Director Bookkeeping & Tax Operations
United States
Full-time
Remote
Senior Level, Lead/Staff
$215K/yr - $265K/yr
10+ years expAnderson Business Advisors is an award-winning workplace and the nation's premier asset protection and tax planning firm. They are seeking a Senior Director of Bookkeeping & Tax Operations to oversee operational delivery and performance of bookkeeping and tax services, ensuring high-quality service and alignment with product strategy.
ConsultingFinanceFinancial ServicesLegalReal Estate
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
Qualification
Required
Bachelor's degree in Business Administration, Finance, Accounting, or related discipline
10 total years of experience with 7+ years of leadership experience in a professional and specialized environment
Strong communication and cross-functional stakeholder engagement skills
Proven ability to improve performance, quality, and operational scalability
Preferred
MBA or, or equivalent advanced degree in Business, Accounting, or Finance
Experience managing hybrid US/offshore operations with India strongly preferred (Shared Services or BPO)
Prior leadership within a bookkeeping, accounting, tax advisory, or financial consulting firm
Salesforce experience
Benefits
Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
Stay active with a $35 monthly gym membership subsidy.
Company
Anderson Business Advisors
Anderson Business Advisors is a business planning and consulting firm with a focus on tax and legal services and resources.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-03-14Acquired
Leadership Team
Toby Mathis
Founder & Principal
Recent News
Las Vegas Business Press
2023-12-23
Las Vegas Business Press
2023-12-23
Company data provided by crunchbase