Firm Operations Manager

Preferred Experience · Experience managing workflow in a CPA firm or tax preparation environment. · Experience with tax season deadline management. · Experience supervising administrative or professional staff. · Experience with client onboarding and engagement letter processes. · Experience with billing, accounts receivable, work-in-process, or budget tracking. · Experience implementing or improving practice management software. · Experience working with AI tools, automation tools, or technology-enabled process improvement. Key Success Measures · Improve visibility over firm workflow and deadlines. · Reduce missed steps, last-minute bottlenecks, and unnecessary partner involvement in administrative follow-up. · Improve staff accountability for assigned work and due dates. · Improve turnaround time on client engagements. · Improve tracking of budgets, work status, missing information, billing, and collections. · Help standardize firm procedures across tax, bookkeeping/accounting, notice response, and administrative functions. · Increase effective use of firm technology, automation, and AI-enabled workflow tools. · Provide firm leadership with reliable, timely, and actionable operating reports.