Operations Manager - Remote - Accounting Firm (US/Canada)

**About us** Blue Cloud CPA is an accounting and tax firm licensed in both the United States and Canada. Our clients are individuals, families and businesses, many of them with a life or a company on both sides of the border. We run on documented workflows and a lot of automation, and we're growing. **The role** You run the day\-to\-day operation of the firm so client work keeps moving and nothing gets dropped. You're not preparing returns. You're making sure the people and systems that do are fed, on schedule and accountable. On a given week you will: * Run client onboarding: engagement letters, intake, portal setup, first document requests * Own the client pipeline in TaxDome: every client in the right stage, every deadline visible, every stalled file chased * Chase missing documents and signatures on a schedule, and keep each client's status current * Track filing deadlines, extensions and agency notices so nothing is late * Handle billing: invoices, payment follow\-up, and the monthly picture of what's owed * Keep the weekly workload balanced and flag anything at risk before it's late * Improve the checklists and workflows as you find the gaps **Who does well here** * 3\+ years running operations, client service or workflow at a CPA or accounting firm * You've lived inside practice management software (TaxDome, Karbon, Canopy, Financial Cents or similar) * You keep a lot of moving parts straight without being reminded, and you say early when something's slipping * Clear written English and comfortable working remote and async * Full time, and available during US Eastern business hours Nice to have: tax season experience, QuickBooks or Xero, cross\-border clients. **How to apply** Apply with a resume and answer the three application questions. Applications without answers won't be considered. Application Question(s): * Tell us about a time a client deadline was about to be missed. What did you do, and what did you change afterwards? * Which practice management tools have you run day to day, and what did you set up or fix in them? * What's your availability, and are you looking for full time work with one firm? Work Location: Remote