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Operations Manager Santa Ynez

Excel Personnel Services

Santa Ynez, CA · Posted October 14, 2026

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About the job

We are currently recruiting for a Operations Manager for a close-knit company that prides itself on serving the community. This is a fantastic opportunity for anyone seeking a financial or managerial position, so if you’re interested, submit your resume NOW because this position will fill quickly!

The Operations Manager position located in Santa Ynez, CA and temp-to-hire, or possibly direct hire for the right fit. The schedule is full-time consisting of Monday – Friday from 8:00am – 5:00pm. The rate of pay ranges between a salary of $65k – $85k per year, depending on experience.

**THIS POSITION REQUIRES A BACKGROUND CHECK**

Benefits if hired by client include:

Health reimbursement program

Fuel stipend for out-of-area commute

Two weeks of time off

Eligibility for future 401k plan

Duties & Responsibilities:

Supervise the tax return assembly process, ensuring accuracy and compliance with regulatory standards

Collaborate with the tax, accounting, bookkeeping, and resolutions teams to optimize workflows and meet deadlines

Act as a central point of contact for client service requests, ensuring timely and effective execution

Foster positive client relationships through professional communication and problem-solving

Manage and maintain office supplies, ensuring adequate inventory levels

Effectively manage calendars for executives and team members, scheduling appointments and meetings

Provide executive assistance, including correspondence, remote arrangements, and meeting preparation

Oversee the billing process, ensuring accurate and timely invoicing

Manage payments, address discrepancies and facilitate a smooth financial transaction process

Implement and maintain an efficient document management system, ensuring confidentiality and accessibility

Efficiently assign tasks to team members, ensuring alignment with project goals and deadlines

Review and analyze timesheets for accuracy and completeness

Skills & Qualifications:

Bachelor’s degree preferred; but not required for consideration.

Accounting experience is preferred but not mandatory

Proficient in Microsoft Office, Lacerte, CanopyTax, CFS, Zoom, QuickBooks, WebEx, Adobe, and Slack

We provide equal employment opportunities in hiring, promotion, transfer, compensation, benefits, and all other employment decisions. These opportunities and other conditions of employment are extended to qualified applicants and employees without regard to an individual’s ancestry, race, color, religious creed, sex, pregnancy, genetic information, sexual orientation, gender, gender identity (including transgender) or expression, age, marital status, medical condition, mental or physical disability, national origin, citizenship/immigration status, military or veteran status, or any other protected status under applicable laws.