Larson Tax Partners, LLC is currently seeking a strategic and results-driven Director of Operations to join our dynamic team. In this key leadership role, you will be responsible for overseeing the operational excellence of our firm, enhancing departmental processes, and ensuring the delivery of exceptional services to our clients. Your expertise in managing operational functions within a tax firm will be instrumental in driving our company's growth and maintaining our reputation for excellence in the industry. If you have a passion for operational leadership and a proven track record in tax services, we invite you to apply and help shape the future of our firm.
Job Responsibilities
- Oversee daily operations of the tax firm, ensuring efficient and effective service delivery to clients.
- Develop and implement operational policies and procedures to enhance productivity and ensure compliance with industry regulations.
- Manage the firm's operational budget, including forecasting, expense control, and financial reporting.
- Collaborate with senior management to set strategic goals and objectives plus monitor progress towards achieving them.
- Lead and supervise operational staff, providing training, guidance, and performance evaluations to foster a high-performing team environment.
- Ensure the firm's technology infrastructure supports tax preparation, filing, and client service requirements effectively.
- Coordinate with the IT department to manage and optimize tax software and other operational systems.
- Coordinate with the HR department to recruit, onboard, and retain skilled operational personnel.
- Foster strong relationships with vendors, service providers, and external partners to negotiate contracts and secure favorable terms.
- Oversee client data management processes, ensuring confidentiality, accuracy, and compliance with data protection laws.
- Address and resolve complex operational issues and client concerns promptly and professionally.
- Analyze operational metrics and data to assess performance and identify areas for improvement.
- Ensure continuous improvement of operational processes through regular review and adaptation to changing tax laws and industry standards.
- Represent the firm at professional events, conferences, and networking
Job Requirements
- Bachelor's degree in Business Administration, Finance, Accounting, or related field; Master's degree or MBA preferred
- CPA (Certified Public Accountant) highly desirable
- Minimum of 8-10 years of experience in a managerial role within a tax or accounting firm
- Proven track record of operational leadership and management skills
- Experience in strategic planning and business development
- Strong understanding of tax laws and regulations desirable
- Familiarity with tax software and advanced proficiency in MS Office, particularly Excel
- Excellent communication, negotiation, and presentation skills
- Ability to manage multiple projects and deadlines
- Strong analytical and problem-solving skills
- Detail-oriented with a high level of accuracy and accountability
- Experience in budget management and financial reporting
- Knowledge of HR practices, and ability to collaborate with the HR Department in hiring, training, and performance management
- Comfortable in a fast-paced, dynamic environment
- Commitment to maintaining the highest level of confidentiality with client information
Larson Tax Partners, LLC offers a generous employee benefits & perks package:
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical Insurance (HDHP HAS 5000 plan is 100% ER PD – other plans available with shared cost)
- Dental Insurance
- Vision Insurance
- ER PD Long Term Disability Insurance
- ER PD Life Insurance
- ER PD EAP
- Voluntary Life & STD available
- Supplemental Insurance available
- Paid time Off (112 hours after 90 days)
- Holiday Pay (12 Holidays)
- Training & Education
- ER Events, Awards, Activities
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