Operations Manager
: Job Details :


Operations Manager

J&B Tax Accountants an SPFG Company

Location: Wheat Ridge,CO, USA

Date: 2024-12-20T17:04:43Z

Job Description:

Position Summary

We are a 40+ year old tax planning firm in Wheat Ridge, CO seeking a professional with prior operational experience in a public accounting office to take on the leadership role of our recently created Operations Manager role. Due to a recent change in ownership, upgrades in technology, and an overall desire to create an amazing client experience, our organization is ready to hire a cultural leader to coordinate and implement all operational facets of our small tax planning business, both team-based and client-facing.

If you're seeking a 9-to-5 at a company with multiple levels of “vice president” in its org chart and the ability to work from home every day, we're not the right fit. If you're seeking a new challenge in a fun, flexible, dynamic work environment with an established company that is proud to call itself local, keep reading…

Key Responsibilities

Office Administration:

  • Manage day-to-day office operations and “people flow”, both during and outside of tax season.
  • Ensure compliance with tax preparation procedures, and client confidentiality standards.
  • Work with IT management to maintain office equipment.
  • Purchase office supplies.
  • Manage IT relationship to efficiently solve technology problems.

Team Management:

  • Supervise and support all existing staff members, including tax preparers, accountants, receptionists, and support team.
  • Coordinate employee schedules to meet business needs, particularly during peak tax season.
  • Assist in staff training and ensure adherence to company policies and regulations.
  • Oversee client appointment scheduling process.
  • Monitor progress to meet deadlines for tax preparation and submission.

Client Support:

  • Assist clients and team with billing and scheduling questions.
  • Resolve client concerns professionally and efficiently.

Financial Oversight:

  • Assist with billing, invoicing, and payment tracking.
  • Monitor office budgets and expenses to ensure cost-effective operations.
  • Compile and report financial data as needed.

Reporting:

  • Help manage record-keeping systems for client documentation and office operations.
  • Prepare reports and updates for senior management.

Operational Support:

  • Responsible for streamlining processes and workflows throughout the year.
  • Work with leadership to implement marketing strategies and year-round client communication plan.

Preferred Qualifications

  • Education: Associate's or Bachelor's degree in Business Administration, Accounting, or related field preferred.
  • Experience as outlined below will be considered in lieu of preferred education qualifications.

Experience:

  • At least three years' experience in office management, administrative leadership, or a related role in the public accounting industry.
  • Applicants with equivalent operations experience in a financial services or legal environment will be considered.

Professional Skill Requirements

  • Ability to recognize process inefficiencies and develop and implement strategies to consistently improve them.
  • General knowledge of office software (e.g., MS Office Suite) and tax preparation software (e.g., QuickBooks and ProConnect).
  • General knowledge of tax preparation and accounting processes.
  • Project management skills
  • Leadership skills
  • Team development and mentorship skills

Personal Attributes

  • Detail-oriented and highly organized.
  • Client-focused with excellent interpersonal skills.
  • Proactive problem-solver with a positive attitude.
  • Ability to thrive in a fast-paced, deadline-driven environment.
  • Strong ability to effectively communicate with firm leadership to overcome operational challenges.

Work Schedule

  • Full-time availability required during tax season (January-April).
  • Consideration for either full or part-time availability during off-peak tax season for the ideal candidate.
  • Roles and responsibilities will include more client-facing and tactical items during peak tax season, and more strategic and operations items the remainder of the year.

Compensation & Benefits

  • Competitive salary/hourly wage based on experience.
  • Healthcare reimbursement plan and 401k retirement plan with company match – contingent on full-time employment.
  • Paid time off and holidays – contingent on full-time employment.
  • Paid professional development opportunities.

Apply Now!

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