Operations Manager

About Us

Tandem Advisors is a full-service accounting firm based in Louisville, Colorado. We help individuals and businesses tackle their financial challenges with clarity and confidence, offering services that span tax preparation and planning, bookkeeping, financial projections, retirement planning, and more. Our team is collaborative, community-minded, and committed to making finances as approachable as possible for every client we serve.

About The Role

The Operations Manager is the operational backbone of Tandem Advisors, keeping the day-to-day running of the firm organized, efficient, and on track. This role touches nearly every part of the business—accounting, client communications, and office administration. The right person for this role is highly organized, comfortable switching between tasks, and takes real ownership of their responsibilities. They work closely with the managing partner and support the broader team, and they take pride in making sure nothing falls through the cracks.

This is a mid-level individual contributor role, well-suited to someone with a few years of experience in office or operations management who is ready to take on meaningful responsibility in a small, close-knit professional services environment.

What’s In It For You

• Medical, Dental, and Vision benefits
• 401(k) with a company match
• A supportive culture that allows you to live a fulfilling, happy, and impactful life
  
  

Key Responsibilities

Accounting & Financial Operations

• Process and record daily financial transactions in QuickBooks, including deposits, accounts payable, and credit card entries
• Set up and manage bill payment through Bill.com; sync to QuickBooks weekly
• Reconcile bank accounts and credit card statements monthly
• Manage accounts receivable, prepare billing reminders, and send client statements
• Support year-end processes, including journal entries, 1099 preparation, and deferred revenue adjustments
  
  

Human Resources

• Serve as the onsite HR liaison for Tandem staff
• Coordinate with Human Resources Team for HR guidance and support
• Manage the onsite onboarding process for new employees
• Conduct exit interviews and manage the onsite offboarding process
• Support recruiting efforts, including coordination with candidates and onsite job fairs
  
  

Office & Administrative Management

• Manage administrative team and processes, including client onboarding, billing support, and client communications
• Facilitate Partner meetings, including setting agendas, soliciting additional topics from partners, and keeping discussions on track; provide regular reporting on banking and A/R status, EFIN monitoring, and HR/IT issues
• Lead the firm's Tech Team, convening during the summer to troubleshoot and evaluate challenges from the prior busy season, propose process and software improvements to partners, and oversee training and implementation of approved changes
• Manage administrative aspects of client projects in practice management software, including engagement letters, e-file forms, project assignments, and return delivery
• Lead weekly staff meetings, including agenda preparation and facilitation
• Act as the central point of communication for the firm, facilitating effective information flow between partners, employees, and clients
• Serve as primary contact for vendor billing
• Coordinate with the IT service provider to ensure technology systems and software are optimized (e.g. ordering equipment, overseeing software renewal, troubleshooting, etc.)
• Maintain firm registrations, licenses, and annual compliance filings (e.g., state corporate renewal, personal property tax return)
• Coordinate workers compensation audit
  
  

Communications & Culture

• Lead internal communications, including all-staff announcements and updates on behalf of firm leadership
• Work with Marketing Team to support brand management and firm marketing materials, including the firm's online presence (website, LinkedIn, Google, and other platforms)
• Champion firm culture through recognition programs, milestone celebrations, seasonal events, and engagement of remote employees
  
  

Required Skills

• 2–4 years of experience in office management, operations, or a similar role
• Proficiency in QuickBooks and Microsoft Office (Word, Excel, Outlook)
• Strong organizational skills and attention to detail
• Demonstrated ability to manage multiple responsibilities with competing priorities
• Clear, professional written and verbal communication skills
• Comfortable working in a small-team environment with a high degree of autonomy
  
  

Preferred Skills

• Experience in a professional services or accounting firm environment
• Familiarity with ADP, Bill.com, or similar payroll and accounts payable platforms
• Experience with HR processes, including onboarding and offboarding
• Associate's or Bachelor's degree in business, accounting, or a related field
  
  

At Baysora, we partner with boutique tax and accounting firms to protect what makes them unique while fueling their next chapter. Backed by patient family capital, we take a long-term approach that prioritizes people, culture, and client service. Joining our team means being part of a network that values autonomy, invests in growth, and creates clear pathways for future leaders.