Location: DFW Metroplex (Hybrid / In-Office as needed)
Position Type: Full-Time, Permanent
Reports To: Founder / Chief Executive Officer
Position Overview:
Almo Financial Solutions PLLC is a well-established, bilingual accounting and tax firm that has successfully served the Dallas-Fort Worth metroplex for ten years. We are seeking a high-integrity, growth-minded Managing Director to assume leadership of daily operations, manage our dedicated 7-person professional team, and lead our next phase of business scaling.
Initially, this role will focus on a structured 90-day operational takeover and alignment period. Moving forward, the role functions as a permanent executive leadership position focused on firm profitability, standardizing workflow optimization, enforcing team key performance indicators (KPIs), and executing new client growth strategies.
As a bilingual practice with a large percentage of Spanish-only speaking clients, fluent verbal and written proficiency in both English and Spanish is a strict requirement for this role.
Compensation & Benefits Structure:
- Permanent Base Salary
- Growth & Retention Bonus Program :
- Quarterly Retention Bonus: 15% of all gross firm revenue collected above a baseline per quarter.
- Monthly New Business Accelerator: 15% of the monthly recurring revenue (MRR) collected from any brand-new client contracts closed or onboarded by the Managing Director.
Key Responsibilities:
Phase 1: Firm Leadership & Business Continuity
- Team Leadership: Direct and oversee the daily workflows of an established 7-person team, including four bookkeepers, an accounting clerk, and an operations assistant. Implement and maintain weekly capacity trackers to balance staff workloads.
- Technical Review & Quality Control: Serve as the final technical reviewer for monthly bookkeeping files, corporate formations (LLCs/S-Corps), payroll compliance, and Texas franchise tax filings.
- Client Management: Act as the primary escalation point for the firm's 20 core monthly recurring clients and 20 seasonal/as-needed billing clients, ensuring the firm's reputation for high-quality, personalized service is maintained.
- Performance Oversight: Monitor and optimize individual team metrics, specifically focusing on KPI's, uncategorized transaction aging, and client response turnaround times.
Phase 2: Strategic Scaling & Business Acceleration
- Account Optimization: Proactively review the firm's 20 "as-needed" accounts and strategically transition eligible clients into predictable, fixed-fee monthly bookkeeping and compliance subscriptions.
- Operational Scaling: Free up the business owner to focus on expansion by continuously auditing software workflows (QuickBooks Online, TaxWise/Drake Tax) to maximize staff capacity and firm profitability.
- Client Growth & Onboarding: Leverage bilingual marketing initiatives and local DFW networking to close and onboard new monthly recurring revenue (MRR) accounts, driving the New Business Accelerator bonus.
- Process Optimization: Refine and document standard operating procedures (SOPs) to reduce time-to-close metrics across all client accounts.
- Financial Oversight: Monitor quarterly firm billing to safeguard and exceed the gross quarterly baseline revenue.
Qualifications & Skills:
- Credentials: Accounting Degree or Enrolled Agent (EA) license preferred, or equivalent senior-level public accounting experience.
- Experience: Minimum 5+ years of accounting experience, with a strong background in small business accounting, corporate formations (S-Corps/LLCs), payroll compliance, and Texas state tax regulations.
- Technical Expertise: Advanced, hands-on proficiency with QuickBooks Online and professional tax software (Drake Tax or TaxWise preferred). Strong familiarity with Texas state compliance systems (SOSDirect, Comptroller).
- Language Skills (REQUIRED): Must be fully bilingual (English/Spanish) with the ability to confidently conduct advisory meetings, handle complex client escalations, and review financial documents in both languages. Candidates who are not fully bilingual will not be considered.
- Leadership: Proven experience managing a production team, tracking staff utilization/capacity, and conducting final technical reviews.
- Attributes: Exceptional organizational skills, an entrepreneurial mindset, and a calm, supportive leadership presence.
- Growth Mindset: Strong communication and relationship-building skills with a track record of onboarding or managing client accounts.
If interested on the role, please submit a 1 -3 minute video answering the following:
- What draws you to this specific Managing Director role at Alamo Financial Solutions?
- Briefly highlight your experience managing accounting teams, overseeing technical file reviews, or handling Texas small business compliance (LLCs/S-Corps).
- Please record the first half of your response in English and seamlessly transition to Spanish for the second half.
Email this to [email protected]. Resumes without a video submission will not be considered.
Pay: $60,000.00 - $72,000.00 per year
Benefits:
- Paid time off
- Work from home
Work Location: Hybrid remote in Irving, TX 75060
