Job Description

Job Location Remote - NV - Remote, NV 00000 Position Type Full Time Education Level 4 Year Degree Salary Range $215,000.00 - $265,000.00 Salary Job 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 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.

Competencies:

Integrity

• Acts as a role model for ethical behavior.
• Resolves complex ethical dilemmas.
• Provides guidance on ethical issues to colleagues.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for team performance and outcomes.
• Coaches others in taking responsibility for their work.

Customer Focused

• Builds and maintains strong relationships with key customers.
• Anticipates customer needs and offers proactive solutions.
• Leads initiatives to improve customer service practices.

Time Management / Organization

• Participates and contributes to team projects and resources efficiently.
• Implements effective time management strategies for their work.
• Anticipates and addresses potential scheduling conflicts.

Communication

• Communicates complex ideas clearly and persuasively.
• Manages difficult conversations with tact and diplomacy.
• Coaches others on effective communication techniques.

Teamwork

• Leads team projects and fosters a collaborative environment.
• Mentors and supports team members to enhance performance.
• Resolves minor conflicts within the team.

Self-Motivated

• Inspires and motivates others to achieve high performance.
• Takes on challenging projects and drives them to completion.
• Leads initiatives to improve team or department performance.

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.

Preferred

Qualifications:

• 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.

Qualifications

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
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, 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 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.