Operations Project Manager

Posted last month

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Empire Tax Advisors is seeking an experienced Operations Project Manager to support our growing bookkeeping and tax operations team. We are looking for someone who is highly organized, proactive, detail oriented, and comfortable managing client communication, onboarding, workflows, and internal operations. Responsibilities: • Manage onboarding processes for new clients • Conduct kickoff calls with clients and help guide them through onboarding • Manage projects and workflows through Asana • Follow up with clients and internal team members to ensure tasks are completed • Assist with bookkeeping operations and workflow management • Connect and manage QuickBooks Online (QBO) accounts • Support bookkeeping cleanup and operational processes • Help create, improve, and maintain SOPs and operational systems • Coordinate between departments to ensure projects move efficiently • Provide excellent client facing communication and support Requirements: • Must have strong experience using Asana • Must know QuickBooks Online (QBO) • Experience connecting bank feeds and managing QBO accounts • Bookkeeping and accounting experience required • Experience with onboarding and client communication • Strong project management and operations experience • Ability to manage multiple projects and deadlines • Excellent communication and organizational skills • Self motivated, proactive, and dependable Position Details: • Remote • Full Time • Client facing role • Approximately 10–15 hours per week of client communication/calls • $25–$35/hour based on experience • Must be able to work within 10am - 6pm EST We are looking to move quickly and would love to learn more about your experience.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • $25.00

    -

    $35.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Finance & Accounting
Asana
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:4 weeks ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 20, 2015
  • United States
    New York12:04 PM
  • $266K total spent
    260 hires, 5 active
  • 36,177 hours
  • Finance & Accounting
    Mid-sized company (10-99 people)

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