Senior Operations Manager, CPA/EA Job Listing at JDA TSG in San Francisco, CA (Job ID 1350-San Francisco, California, US)

Description

Overview

JDA TSG is seeking full-time Senior Operations Managers to champion operational excellence and support a high-performing remote team. In this role, you will lead a group of seasonal managers, ensure strong service delivery results, and provide essential support through administrative oversight, operational coordination, and ad hoc initiatives. This strategic, year-round position emphasizes consistent leadership, talent development, and ongoing organizational improvement.  If you have 3+ years of leadership experience in an operations/customer success/tax services environment, including 2-4 years managing other managers/leads, and are looking for a full-time, work‑from‑home opportunity, we encourage you to apply!  

• Provide effective leadership and direction to a team of remote Seasonal Managers across varying shifts and functional areas.
• Serve as a point of escalation and alignment for seasonal leadership, ensuring program compliance and consistent policy execution.
• Promote a high-performance culture through regular feedback, accountability, and recognition.
• Support workforce planning, readiness, and performance initiatives throughout pre-season, peak, and post-season cycles.
• Conduct regular coaching, mentoring, and performance reviews with seasonal leadership.
• Monitor daily and weekly metrics, including KPIs related to NPS, Quality of Service, timecard compliance, system use, and productivity.
• Maintain oversight of timekeeping, payroll reconciliation, and attendance reporting processes.
• Collaborate cross-functionally to support escalations, policy rollouts, systems issues, and training implementation.
• Fulfill administrative responsibilities, including team documentation, schedule tracking, meeting facilitation, and internal reporting.
• Complete ad hoc assignments related to strategic initiatives, special projects, and leadership priorities as needed.
• Act as a key contributor to the culture, efficiency, and long-term success of the Tax Services Group.

• 3+ years of leadership experience in an operations, customer success, or tax services environment, including 2-4 years managing other managers or team leads.
• Strong knowledge of seasonal business operations, workforce planning, or client service environment.
• Demonstrated experience working in a remote environment with diverse, distributed teams.
• Preferred Active Enrolled Agent (EA) or CPA certification.
• Proven ability to analyze operational metrics and lead performance improvement initiatives.
• Strong understanding of timekeeping systems, compliance processes, and workforce planning.
• Excellent communication skills, with a track record of cross-functional collaboration and stakeholder alignment.
• Strong organizational skills, with the ability to manage multiple priorities, systems, and deadlines.
• Proficiency in Microsoft 365, Slack, professional tax software, and workforce management tools.
• A dedicated workspace with a hardwired Ethernet connection (No Wi-Fi or Satellite internet).

• Full-time, year-round W2 employment
• Remote flexibility with a collaborative leadership culture
• Annual performance-based incentives and bonus eligibility
• Benefits including 401(k) with match, medical, dental, vision, and paid time off
• Growth opportunities within JDA TSG

We are an equal opportunity employer committed to building an inclusive workplace. To view our Equal Employment Opportunity (EEO) policy, please click here.

• 3+ years of leadership experience in an operations, customer success, or tax services environment, including 2-4 years managing other managers or team leads.
• Strong knowledge of seasonal business operations, workforce planning, or client service environment.
• Demonstrated experience working in a remote environment with diverse, distributed teams.
• Preferred Active Enrolled Agent (EA) or CPA certification.
• Proven ability to analyze operational metrics and lead performance improvement initiatives.
• Strong understanding of timekeeping systems, compliance processes, and workforce planning.
• Excellent communication skills, with a track record of cross-functional collaboration and stakeholder alignment.
• Strong organizational skills, with the ability to manage multiple priorities, systems, and deadlines.
• Proficiency in Microsoft 365, Slack, professional tax software, and workforce management tools.
• A dedicated workspace with a hardwired Ethernet connection (No Wi-Fi or Satellite internet).

• Provide effective leadership and direction to a team of remote Seasonal Managers across varying shifts and functional areas.
• Serve as a point of escalation and alignment for seasonal leadership, ensuring program compliance and consistent policy execution.
• Promote a high-performance culture through regular feedback, accountability, and recognition.
• Support workforce planning, readiness, and performance initiatives throughout pre-season, peak, and post-season cycles.
• Conduct regular coaching, mentoring, and performance reviews with seasonal leadership.
• Monitor daily and weekly metrics, including KPIs related to NPS, Quality of Service, timecard compliance, system use, and productivity.
• Maintain oversight of timekeeping, payroll reconciliation, and attendance reporting processes.
• Collaborate cross-functionally to support escalations, policy rollouts, systems issues, and training implementation.
• Fulfill administrative responsibilities, including team documentation, schedule tracking, meeting facilitation, and internal reporting.
• Complete ad hoc assignments related to strategic initiatives, special projects, and leadership priorities as needed.
• Act as a key contributor to the culture, efficiency, and long-term success of the Tax Services Group.