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Collective

Head of Service Operations – Sr. Manager/Director

Collective

. Own daily execution of the full Service Operations function (bookkeeping and tax preparation) as a single integrated manufacturing system.

Posted 5/2/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $190,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact
  • Own daily execution of the full Service Operations function (bookkeeping and tax preparation) as a single integrated manufacturing system.
  • Manage a team of line managers and senior managers across all production workflows. Set clear performance expectations, run tight operating cadences, and develop hands-on leaders.
  • Drive daily and weekly production reviews monitoring throughput, SLA adherence, first-pass quality rate, and capacity utilization in real time.
  • Own backlog recovery: when production falls behind, activate and execute pre-defined recovery playbooks before the problem compounds.
  • Manage capacity dynamically. Match staffing to inflow forecasts and redistribute specialists across workflow types.
  • Partner with Product Operations to enforce financial quality standards and surface patterns of failure.
  • Partner with Strategic Operations to translate floor needs into system improvement requests and own the feedback loop.

Requirements

What you’ll need
  • 10+ years managing high-volume, process-driven operations. Financial services, fintech, tax services, or professional services at scale preferred.
  • A manufacturing or industrial operations mindset: you think in throughput, utilization, cycle time, and first-pass yield, not effort and headcount.
  • Proven track record running multi-workflow operations where different work types run in parallel and must be balanced dynamically.
  • Strong people leader with direct experience managing managers. You build a player-coach culture where every leader stays in the work.
  • Familiarity with Lean and Six Sigma principles, statistical process control, root cause analysis, and variance reduction. Formal certification is a plus, not required.
  • Experience with financial services workflows (accounting, tax, bookkeeping) is strongly preferred.
  • Comfort in a systems-driven environment where workflows are encoded in tools and your job is to run the system, not redesign it on the fly.
  • A clear point of view on the AI transition in financial services.

Benefits

Comp & perks
  • Remote-Friendly Environment: Flexibility to work from home while staying connected to the team.
  • Health & Wellness: $200 quarterly reimbursement to support your well-being.
  • Fresh Lunch: Provided on in-office days for those in a hybrid schedule.
  • Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule.
  • Time Off: Flexible PTO plus 14 company holidays.
  • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents.
  • Parental Leave: 16 weeks fully paid.
  • Retirement & Ownership: 401k plan plus an equity package.
  • Team Connection: Quarterly virtual events and an annual in-person summit.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
bookkeepingtax preparationthroughputcapacity utilizationSLA adherencefirst-pass quality rateLean principlesSix Sigma principlesstatistical process controlroot cause analysis
Soft Skills
people leadershipperformance managementteam managementcoachingcommunicationproblem-solvingdynamic capacity managementcollaborationfeedback managementculture building
Certifications
Lean certificationSix Sigma certification