Director of Operations – Integration

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

📋 Description

• Take charge of the weekly operational rhythm, encompassing scorecards, priorities, accountability, leadership meetings, Rocks, to-dos, Issues List, and meeting discipline.

• Produce same-day written summaries while ensuring clear ownership, deadlines, and definitions of completion.

• Safeguard CPA billable capacity by achieving 85–90% utilization or the board-approved target.

• Manage WIP aging, coordinate billing, follow up on accounts receivable, and eliminate non-billable tasks from CPA workloads.

• Recognize capacity constraints prior to tax season.

• Oversee the accountability chart and levels of delegation.

• Develop role scorecards, recruit, onboard, and manage the performance of operations and administrative personnel.

• Set up weekly one-on-one meetings, articulate written expectations, and ensure performance accountability.

• Construct the firm’s operating system for tracking client status, tasks, deadlines, documents, and billing status.

• Create standard operating procedures (SOPs), quality checklists, and handoff processes that facilitate busy-season operations and support acquired teams.

• Lead integration plans for Day-1, Day-30, and Day-90 for acquired practices.

• Oversee systems cutover, role mapping, client communications, cultural integration, cadence establishment, and synergy monitoring.

• Elevate Visionary-level decisions to the Principal while managing all other integration tasks.

• Maintain effective communication through receipt confirmations, progress updates, completion summaries, daily briefs, and written confirmations of verbal requests.

⛳️ Requirements

• A minimum of 5 years of experience in operations management within a professional services firm (CPA, legal, advisory, healthcare practice, or PE-backed roll-up preferred).

• Demonstrated ability to establish an operational cadence (meetings, scorecards, accountability), rather than merely keeping things organized.

• At least one significant integration experience (acquisition, office merger, system cutover, or multi-entity consolidation).

• Ability to hold professionals accountable without needing to be a technical expert yourself.

• Exceptional writing skills; an active participant in the communication process.

• Clear background check.

• References from previous principals, CEOs, or managing partners.

🏝️ Benefits

• Flexibility to work from home.