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.