*Accounting Operations & Process Manager - (HR31123G)

Job Title: Accounting Operations & Process Manager
Location: Remote (MST Time Zone)
Salary Range: up to 3000 USD

Work Schedule: Monday - Friday, 9:00 AM to 5:00 PM (MST)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

Position Overview:

The Accounting Operations & Process Manager will play a crucial role in managing and documenting accounting workflows, tracking project progress, and supporting the team in delivering high-quality client services. The ideal candidate is proactive, highly organized, and tech-savvy, with experience in accounting practice management software (TaxDome experience is a plus).

Key Responsibilities:

Process & Workflow Management:

• Quickly learn and document inherited tax and accounting workflows.
• Standardize procedures by creating SOPs and templates for sales, client onboarding, and internal operations.
• Oversee bookkeeping, tax return preparation, and accounting workflows to ensure timely completion.

Practice & Task Management:

• Track tax return progress using TaxDome and internal spreadsheets.
• Communicate urgent issues, client requests, and workflow bottlenecks with the team.
• Assist in preparing and delivering client documents through TaxDome.

Billing & Administrative Support:

• Assist with monthly billing and invoice creation.
• Manage and track e-signature requests for e-file authorization forms.

Qualifications & Skills:

• Experience using or the ability to quickly master accounting practice management software (TaxDome experience preferred).
• Strong organizational and project management skills, with the ability to track multiple priorities.
• Exceptional attention to detail and ability to document processes effectively.
• Tech-savvy, with proficiency in Microsoft Office, Excel, task management tools, and cloud-based systems.
• Proactive problem-solver with strong communication skills to support both the team and clients.

Please note: To ensure prompt processing of your application, we kindly request that you submit your resume and an introductory video in English format.