Operations Manager

Join our Team

We work in an environment where everyone's voice is heard.

We are one of the largest regional accounting firms headquartered in Orange County, California. We're accountants providing solid guidance, support & solutions to businesses, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally.

Operations Manager – Tax

As the Operations Manager with our Tax team, you will play a key role in driving the overall administration, strategic planning, and operational efficiency of the Tax Department. This role involves close collaboration with Tax Partners, the COO, senior leadership, and cross-departmental teams to ensure the department runs smoothly and meets both internal and regulatory requirements.

Location: Fully Remote (with occasional travel to our Irvine, CA headquarters for meetings, trainings, or firm events)

What you will be doing:

• Oversee engagement scheduling, staffing allocation, and resource management for the Tax Department.
• Manage billing and collections for Tax clients, ensuring accurate and timely invoicing in collaboration with engagement leadership.
• Lead internal communications within the department, aligning initiatives with firmwide strategy.
• Supervise and streamline administrative processes to enhance productivity and service quality, delegating to administrative support staff as needed.
• Ensure compliance with regulatory bodies (AICPA, NASBA, state boards) regarding continuing education and industry requirements.
• Oversee tracking and reporting of CPE for Tax team members to maintain licensing compliance.
• Collaborate with Tax Partners, Training Committee, and Management to plan training events, webinars, and in-person learning opportunities.
• Lead special projects such as software implementations, process automation, budgeting, policy updates, and state controller reporting.
• Manage department-wide initiatives focused on client service improvements, business development, and internal efficiencies.
• Oversee new-hire onboarding, departmental training schedules, and team meetings to ensure a seamless transition for new employees.
• Support employee engagement and retention initiatives within the Tax Department.
• Partner with leadership to foster a positive work environment and enhance team collaboration.
• Coordinate scheduling for team meetings, Partner appointments, and committee check-ins.
• Plan and execute firm-wide and departmental events; maintain vendor relationships and manage travel logistics, budgets, and data.
• Arrange travel (flights, hotels, transportation, reservations) for Tax Partners attending client meetings, board events, trainings, and conferences.
• Provide software and program support for PCS, CCH, Compass, LCvista, Expense Reports, and other department-specific tools.
• Manage new-client onboarding, including PCS updates, scheduling, and project initiation tracking.
• Oversee daily administrative functions and the Tax Administrative Assistant (AA) and Tax Operations Assistant (OA), including scheduling, time-off management, development, and performance reviews.
• Other duties as assigned.

Preferred Qualifications:

• Education: High school diploma or GED required; Bachelor's degree preferred.
• Experience:
• 5+ years of professional services firm operations or administrative experience required.
• Experience managing multiple projects and deadlines in a fast-paced environment.
• Skills & Technical Knowledge:
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams) required.
• Familiarity with Practice CS and Power BI preferred.
• Professional Skills:
• Excellent organizational, time management, and multitasking abilities.
• Strong communication skills—both verbal and written.
• Demonstrated ability to lead, coach, and develop administrative staff.
• Professional demeanor, discretion, and confidentiality.
• Strong interpersonal skills and a collaborative, positive attitude.
• Ability to plan events, solve problems, and make decisions effectively.

What We Offer:

• Fully Remote: Work from anywhere, with occasional visits to our Irvine, CA HQ for collaboration and team events.
• 9/80 Schedule: Enjoy every other Friday off to recharge and reset.
• Flexibility: A supportive environment that values work-life balance.
• Career Growth: Clear pathways for advancement and professional development.
• Culture: A collaborative, people-first culture where your contributions truly matter.
• Impact: Join a team that serves businesses, governments, and nonprofits with excellence and purpose.