Operations & Client Service Manager

About the role

Lead and influence the daily operations of an established tax practice; work directly with firm partners and gain high visibility across the organization; own process improvement initiatives and help shape how work gets done; empowered to make decisions, resolve issues, and reallocate workflow without unnecessary bureaucracy; strong long-term career growth within a respected and growing firm. Position is based in Old Bridge, NJ and requires fully onsite work.

Responsibilities

• Monitor team workload, deadlines, and file status using workflow management systems
• Identify and resolve bottlenecks before they impact client service or deadlines
• Lead regular check-ins with CPAs to keep projects moving and remove obstacles
• Manage client service escalations and oversee issue resolution from start to finish
• Provide partners with ongoing updates on workflow, performance metrics, and team capacity

Qualifications

• 3+ years of team leadership experience within accounting, tax, or professional services
• Experience managing workflows, priorities, and operational processes
• Familiarity with practice management software; Canopy experience is a plus
• Proven ability to drive accountability and manage multiple priorities effectively

Benefits

Competitive benefits, bonus opportunities, profit sharing, and professional development support.

Pay

$70,000-80,000 + bonus + OT