Accounting Firm Operations Manager, Part-Time

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise and consistently enhance firm processes, policies, and workflows for the delivery of client services.

• Facilitate client onboarding to guarantee smooth and positive experiences.

• Deploy and oversee tools and software for optimal workflow efficiency and data security.

• Ensure adherence to industry standards and firm protocols.

• Suggest and aid in the implementation of new technologies and processes to boost efficiency.

• Address operational or workflow challenges as they occur, escalating when necessary.

• Organize regular assessments of systems and applications used by the firm to confirm proper billing and utilization.

• Manage external IT partnerships, ensuring the highest standards of data integrity, innovation, and integration.

• Monitor and report on critical operational metrics (e.g., turnaround times, team deadlines, process enhancements).

• Aid in maintaining high-quality standards in deliverables and client communications.

• Promote a positive, inclusive, and highly engaged team culture.

• Plan, organize, and lead regular team meetings, ensuring clear agendas and actionable outcomes.

• Oversee and track professional development initiatives and continuing education compliance for all team members.

• Arrange and manage logistics for the annual team retreat, including planning activities aligned with team-building and strategic objectives.

• Create and execute team engagement initiatives (e.g., recognition programs, surveys, team challenges) to enhance motivation, collaboration, and well-being.

• Collaborate with the service team on client renewals, engagement letters, and fee schedules.

• Assist the client services team in managing communications and addressing operational inquiries or issues.

• Lead or engage in internal training sessions on new processes, software, and client service strategies.

• Collect team feedback on workflows and suggest modifications for improved performance and satisfaction.

• Act as a personal assistant to the Managing Partner, providing proactive scheduling and calendar management.

• Organize, manage, and respond to emails on behalf of the firm owner as directed, ensuring timely communication.

• Arrange meetings, appointments, and travel plans.

• Prepare correspondence, meeting agendas, and routine communications as required.

• Support special projects and confidential tasks at the discretion of the firm owner.

⛳️ Requirements

• Preferred Bachelor’s degree in business, operations, or a related field.

• At least 3 years of relevant experience, ideally in an accounting/bookkeeping or professional services context.

• Excellent organizational, communication, and project management abilities.

• Knowledge of accounting or bookkeeping processes and cloud-based software (e.g., QuickBooks Online, workflow management tools).

• Experience in planning team activities, meetings, or retreats.

• Proven capacity to foster a positive, collaborative team environment.

• High level of integrity and respect for confidentiality.

• Self-driven, capable of working independently and managing multiple priorities.

🏝️ Benefits

• Mission-Driven Work: Assist businesses and nonprofits in achieving their objectives through expert financial guidance.

• Supportive Team Culture: Work alongside dedicated professionals in an inclusive, growth-focused firm.

• Flexibility: Enjoy a remote, part-time role (20-25 hours/week), promoting work-life balance and autonomy.

• Engagement and Growth: Benefit from a culture that values feedback, celebrates successes, and invests in professional development.