Office Manager (Operations)

Are you someone who naturally stays one step ahead? Do you thrive on creating organized systems, improving processes, and ensuring nothing falls through the cracks?

Our client is seeking an experienced Office & Operations Manager to oversee the daily operations of a CPA firm while leading the administrative team with confidence, accountability, and professionalism.

This is much more than a traditional office management position. You'll serve as the operational hub of our organization—keeping projects on schedule, supporting our employees, improving processes, managing office systems, and ensuring the administrative team delivers exceptional service to both internal and external clients.

Our ideal candidate is proactive rather than reactive. You don't wait to be reminded about deadlines—you anticipate them. You enjoy building efficient workflows, solving problems before they arise, and creating an environment where people can do their best work.

If you're an organized leader who takes ownership, enjoys improving operations, and believes details matter, we'd love to hear from you.

• Oversee the daily operations of the office to ensure efficiency and exceptional client service.
• Supervise and coordinate the workflow of the administrative team.
• Monitor work assignments and deadlines to ensure projects are completed accurately and on time.
• Anticipate upcoming priorities and proactively address potential obstacles.
• Manage office calendars, scheduling, meetings, and administrative activities.
• Produce reports, business correspondence, and professional documents.
• Draft engagement letters, contracts, and other business documents.
• Review client billing for completeness and accuracy.
• Recommend operational improvements that enhance efficiency and productivity.
• Develop and document office procedures and standard operating processes.
• Support firm leadership with strategic and operational initiatives.

• Coordinate recruiting activities and support the hiring process.
• Facilitate employee onboarding and offboarding.
• Create and deactivate employee system accounts.
• Maintain confidential employee personnel records.
• Coordinate the firm's performance review process.
• Support employee training and professional development initiatives.
• Serve as a resource for employee questions while maintaining confidentiality and professionalism.

• Administer company software applications.
• Train employees on payroll and internal business systems.
• Ensure employee information is maintained accurately across company systems.
• Identify opportunities to improve technology utilization and office workflows.

Successful candidates will:

• Take ownership of projects without requiring frequent follow-up from leadership.
• Keep multiple priorities moving while ensuring deadlines are consistently met.
• Hold themselves and their team accountable for delivering high-quality work.
• Build systems and processes that improve efficiency and reduce errors.
• Anticipate business needs and proactively recommend solutions.
• Communicate clearly and professionally with leadership, employees, and clients.
• Foster a culture of organization, accountability, collaboration, and continuous improvement.

The ideal candidate is:

• Highly proactive and self-directed.
• Exceptionally organized and detail oriented.
• Process-driven and continuously looking for ways to improve operations.
• Comfortable managing multiple priorities simultaneously.
• An effective coach who can motivate and support an administrative team.
• A strong problem solver who takes initiative.
• Professional, dependable, and trustworthy.
• Able to maintain strict confidentiality.
• Calm under pressure and adaptable in a fast-paced environment.

• Minimum of 3–5 years of office management, operations management, or business administration experience.
• Experience supervising or leading administrative staff.
• Demonstrated ability to manage multiple priorities and competing deadlines.
• Experience creating or improving office processes and workflows.
• Proficiency with QuickBooks Online.
• Strong Microsoft Office skills, including Outlook, Word, and Excel.
• Excellent organizational, written, and verbal communication skills.
• Strong project coordination and follow-through abilities.
• Must be able to work extended hours and weekends during the tax "busy season." 

• Bachelor's degree in Business Administration, Human Resources, Accounting, or a related field.
• Experience working in a CPA firm, accounting firm, or other professional services environment.
• Experience with payroll administration or HRIS systems.
• Experience with QuickBooks, Tax Dome, Ultra Tax and Sure Prep tools strongly desired. 
• Experience supporting recruiting, onboarding, and employee development.

We believe great businesses are built by great people.

As our Office Manager, you'll play a key leadership role in helping our firm operate efficiently while supporting the professionals who serve our clients every day. You'll have the opportunity to make meaningful improvements, influence how work gets done, and contribute to a collaborative culture where initiative and innovation are valued.

If you're looking for a role where your organizational skills, leadership, and operational expertise will make a visible impact, we'd love to meet you.

If you're a proactive operations professional who enjoys leading people, improving processes, and ensuring work gets done accurately and on time, we'd love to hear from you.