Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
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 info@alamo-financial.com. Resumes without a video submission will not be considered.
