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.

J&B Tax Accountants an SPFG Company jobs

J&B Tax Accountants an SPFG Company | Operations Manager