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.
- 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.
Requirements
Required 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
- Operational Excellence
- Leadership and Talent Development
- Client and Commercial Orientation
- Data-Driven and Analytical Thinking
- Change Leadership and Influence
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.
Benefits
Anderson Advisors offers robust benefits including: 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. 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.