Firm Operations Manager
Core
Oversee firm administrative operations, client workflow, staff scheduling, production tracking, and internal process improvement for a tax and accounting firm.
Role type
Senior operational leader / Firm Administrator
Builds
Efficient client engagement lifecycle from onboarding to billing and delivery
Domain
Accounting / Tax Services / Firm Operations
Required skills
Workflow management, production oversight, process improvement, internal controls, technology coordination, staff supervision, client onboarding, billing and collections monitoring
Preferred skills
CPA firm workflow management, tax season deadline management, supervising administrative staff, client engagement processes, billing and accounts receivable, practice management software implementation, AI and automation tools
Technologies
Practice management software, tax software, client portals, document management systems, e-signature tools, communication platforms, AI-enabled workflow tools
Responsibilities
Oversee firm workflow across tax preparation, bookkeeping, and tax resolution; maintain visibility over active client engagements; coordinate staff schedules and workload assignments; implement internal controls over client intake and billing; manage technology and AI tool integration; supervise administrative staff; coordinate client onboarding and service delivery; monitor billing and engagement budgets
Seniority
Senior, hands-on IC