Senior Director of Bookkeeping & Tax Operations

About the role

Oversee the Bookkeeping Manager, Tax Manager, and 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.

Responsibilities

• Own KPI governance for Bookkeeping and Tax operations.
• Establish, track, and communicate performance goals and accountability standards across internal teams and vendors.
• 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.

Qualifications

• 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.

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 diversity of thought, psychological safety, and continuous learning.
• Client and Commercial Orientation.
• Deeply client-obsessed – measures success through client retention, satisfaction, and advocacy.
• Skilled in pricing strategy, product positioning, and lifecycle management for service-based offerings.
• Partners effectively with sales and marketing to align GTM activities with operational capacity and client value delivery.
• Data-Driven and Analytical Thinking.
• Leverages analytics and dashboards to interpret business performance and identify root causes.
• Uses insights to prioritize initiatives that improve efficiency, profitability, or client experience.
• Champions a culture of measurement, accountability, and data literacy at all levels.
• Change Leadership and Influence.
• Navigates ambiguity and leads transformation across cross-functional and multi-site teams.
• Aligns stakeholders through clear communication and structured change management routines.
• Drives adoption of new systems, tools, and processes through engagement and disciplined follow-through.

Benefits

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• 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.
• Stay active with a $35 monthly gym membership subsidy.