Accounting Firm Operations Manager (part-time)
About the role
Our accounting firm specializes in CFO and bookkeeping services, delivering high-touch support for business and nonprofit clients nationwide. As a member of our close-knit team, you’ll help us maintain operational excellence, ensure a thriving culture, and support our mission to empower client success.
Essential Duties and Responsibilities
Operate and continually improve firm processes, policies, and workflows for client service delivery.
Carefully coordinate client onboarding to ensure efficient, positive experiences.
Implement and monitor tools and software for optimal workflow and data security.
Maintain compliance with industry standards and firm protocols.
Recommend and support the adoption of new technology and processes to enhance efficiency.
Troubleshoot operational or workflow issues as they arise, escalating as needed.
Coordinate regular evaluation of systems and apps utilized by the firm to ensure proper billing and utilization of these systems.
Serve as a personal assistant to the Managing Partner, providing proactive scheduling and calendar management.
Monitor, organize, and respond to emails on behalf of the firm owner as directed, ensuring timely communication.
Coordinate meetings, appointments, and travel arrangements.
Prepare correspondence, meeting agendas, and routine communications as needed.
Aid in special projects and confidential tasks at the discretion of the firm owner.
Desired Skills and Experience
Bachelor’s degree in business, operations, or related field preferred
3+ years of relevant experience, preferably in an accounting/bookkeeping or professional services setting
Strong organizational, communication, and project management skills
Familiarity with accounting or bookkeeping workflows and cloud-based software (e.g., QuickBooks Online, workflow management tools)
Experience planning team activities, meetings, or retreats
Demonstrated ability to promote a positive, collaborative team culture
High integrity and respect for confidentiality
Self-motivated, able to work independently and manage multiple priorities