Operations Manager

Operational leader who drives efficiency, coordinates cross-functional workflows, and ensures seamless day-to-day performance across accounting and advisory services.

Responsibilities

• Manage day-to-day operations, including production planning, workflow management, and resource allocation
• Oversee and coordinate business functions using UltraTax, Practice CS, and HubSpot software to support efficiency and integration across departments
• Ensure compliance with company policies, regulations, and industry standards
• Apply Lean principles and best practices to improve processes and enhance overall operational performance
• Direct comprehensive production planning and oversee and enhance the department's operational efficiency, quality control, and operational management
• Foster effective communication and collaboration within the financial accounting and advisory team
• Request and track the fulfillment of any missing documents or information from clients, maintaining accurate records of outstanding items
• Prepare financial reports related to operational performance and resource utilization
• Schedule and facilitate regular team meetings to discuss project statuses, deadlines, and any arising issues
• Maintain a well-organized filing system, both digital and physical, for easy access to client and project documents
• Monitor financial project timelines and deadlines, proactively addressing any potential delays or issues
• Play a pivotal role in policy and procedure development, contributing to organizational growth and effectiveness of accounting and advisory services

Requirements

• Bachelor’s degree or foreign equivalent in Business Administration, Marketing, Management, or a related field
• One (1) year of related experience

Pay

$53,435.00 per year

Schedule

Full-time, telecommute position. Standard hours are Monday through Friday, 9:00 AM to 6:00 PM, totaling 40 hours per week.

Headquartered in Dallas, TX.