COO / Integrator [HT-1043177]

B.A.T. CONSULTING AND CPAs

CHIEF OPERATION OFFICER / INTEGRATOR

THE PERSON

Are you energized by developing leaders, strengthening teams, and building systems that allow exceptional people to do their best work? Do you enjoy balancing technical accounting expertise with operational leadership while helping a growing organization reach its full potential? Will you naturally bring clarity to complexity and build trust through transparency while inspiring others to reach their full potential? If you're looking for an opportunity to make a lasting impact while helping shape the future of a growing accounting and advisory firm, we want to talk to you!

Our ideal COO / Integrator is:

• A Servant Leader : You believe leadership is about serving others before yourself. You enjoy developing people, creating accountability, and helping individuals and teams reach their full potential.
• A Builder of People and Process : You thrive on creating structure without unnecessary bureaucracy. Whether you're improving workflows, strengthening communication, or mentoring leaders, you enjoy building systems that allow great people to do their best work.
• Technically Credible : You are comfortable diving into accounting, tax, and advisory discussions while maintaining confidence and client presence to guide both internal teams and external relationships. Your technical knowledge earns connection and helps you make sound operational decisions.
• A Thoughtful Problem Solver : You ask great questions before jumping to conclusions. You enjoy understanding the "why" behind challenges, identifying root causes, and developing practical solutions that improve both people and performance.
• Honest, Humble, and Accountable : You communicate with transparency, welcome feedback, and hold yourself to the same high standards you expect from others. You lead with integrity, remain calm under pressure, and foster a culture built on relationships and mutual respect.

Our ideal COO / Integrator   is excited by the opportunity to help transform a successful accounting practice into a premier business advisory firm. You understand that sustainable growth requires both exceptional people and systems, by finding fulfillment in building both. Most importantly, you measure your success by the leaders you develop, the teams you strengthen, and the legacy you leave behind.

RESPONSIBILITIES

The responsibilities of the COO / Integrator role include, but are not limited to:

Leadership

• Provide strategic leadership and day-to-day oversight for the firm's Accounting, Tax, Bookkeeping, and Advisory teams.
• Develop, coach, and mentor department leaders and team members while fostering a culture of accountability, continuous improvement, professional growth, and leadership development throughout the organization.
• Lead regular leadership meetings, performance reviews, and EOS® meeting rhythms to ensure organizational alignment and execution.
• Evaluate team structure, identify talent needs, and ensure the right people are in the right seats as the firm continues to grow.
• Partner with the Visionary to execute strategic initiatives while preserving B.A.T.'s collaborative, people-first culture.

Management

• Oversee the firm's day-to-day operations while ensuring exceptional client service, operational consistency, and technical excellence across all service lines.
• Improve and standardize workflows, systems, and processes to increase efficiency, scalability, and service quality.
• Provide technical oversight and quality review for accounting and tax engagements while supporting complex client situations when needed.
• Manage firm capacity, resource planning, and workflow to ensure deadlines, deliverables, and client expectations are consistently achieved.
• Oversee operational reporting, financial metrics, and resource utilization to support informed business decisions and sustainable growth.
• Ensure the firm remains current with changing tax laws, accounting standards, and industry best practices to strengthen internal processes and client advisory services.

Accountability

• Establish and monitor key performance indicators, departmental scorecards, and measurable goals that drive organizational performance.
• Lead continuous improvement initiatives that enhance efficiency, profitability, and the overall client experience.
• Support the successful integration of new clients, acquisitions, and strategic growth initiatives while maintaining operational excellence.
• Build the operational foundation that enables B.A.T. Consulting & CPAs to scale while allowing the Visionary to focus on growth, innovation, and client relationships.
• Ensure cross-functional communication and accountability by translating the Visionary's strategic priorities into actionable plans, assigning ownership, removing operational bottlenecks, and driving successful execution across the organization.

** This is a full-time, hybrid position based in Doylestown, PA. Open to exceptional remote candidates located within Eastern or Central Time Zone . **

QUALIFICATIONS

Required

• 7+ years of progressive accounting, tax, or public accounting experience with demonstrated success reviewing complex engagements and providing technical guidance.
• 3+ years of leadership experience leading multiple departments, teams, or business functions with a demonstrated ability to develop leaders, build high-performing teams, and foster a culture of accountability and continuous improvement.
• Strong technical knowledge of accounting principles, tax regulations, and financial reporting with the ability to confidently review work and advise both clients and internal teams.
• Demonstrated ability to improve operational efficiency by developing and managing KPIs, operational metrics, resource planning, and departmental performance while maintaining a high standard of client service.
• Exceptional communication, coaching, and relationship-building skills with the ability to lead through influence and collaboration.
• Bachelor's degree in Accounting, Finance, Business, or a related field.

Preferred

• Active CPA or Enrolled Agent (EA) designation, or a strong desire to pursue professional certification.
• Background in serving as a Director of Operations, Director of Firm Operations, Integrator, COO, General Manager, Practice Manager, or similar operational leadership role.
• Recognized for leading or growing an Accounting, Tax, or Client Advisory Services (CAS) department.
• Familiarity with workflow automation, practice management software, Thomson Reuters products, CRM platforms, or other accounting technology solutions.
• Skilled at developing leadership scorecards, operational dashboards, and performance reporting systems.
• Strong understanding of balancing technical client work with leadership, coaching, and firm management responsibilities.

Desired

• Experience working within the Entrepreneurial Operating System (EOS®) or a similar business operating framework.
• MBA, Master's in Taxation, or other advanced business or accounting degree.
• Project Management certification or demonstrated success leading complex cross-functional initiatives.
• Comfortable with supporting mergers, acquisitions, or significant organizational growth.
• Effective in both public accounting and private industry environments.
• A passion for mentoring others and a genuine alignment with BAT's values-driven culture, servant leadership philosophy, and faith-inspired approach to serving both people and clients.

THE COMPANY – B.A.T. Consulting & CPAs, LLC

B.A.T. Consulting & CPAs, LLC was started in April 2020 for the purpose of revolutionizing public accounting. We are a growing public accounting and business advisory firm headquartered in Doylestown, Pennsylvania, serving individuals, entrepreneurs, small to mid-sized businesses, and organizations throughout Pennsylvania and beyond. While the firm provides comprehensive bookkeeping, accounting, tax, payroll, and outsourced CFO services, its true passion lies in helping business owners build stronger, healthier organizations through proactive financial leadership and strategic business consulting. Founded with the vision of redefining what clients should expect from a CPA firm, B.A.T Consulting & CPAs goes beyond traditional compliance work to become a trusted advisor and long-term business partner. By combining technical expertise with practical business insight, the team helps clients improve financial performance, navigate growth, strengthen internal operations, and make confident decisions that position their businesses for long-term success. This commitment to serving clients through bookkeeping, accounting, tax, and consulting is what continues to set B.A.T. apart.

WHY WORK WITH US?

At B.A.T. Consulting & CPAs, you'll have the opportunity to help shape the future of a growing accounting and business advisory firm that is redefining what clients should expect from their trusted financial partner. Guided by faith-inspired values, we believe our greatest investment is our people, and we're committed to creating an environment where leaders are empowered to make an impact, continuously grow, and help others succeed.

• Help shape the future. Play a key leadership role in guiding the firm's next stage of growth while making a meaningful impact on our people, clients, and long-term success.
• People-first culture. Join a collaborative, supportive team where relationships, unity, and respect are valued every day. From team-building events and celebrations to an open-door environment, you'll be joining a firm that genuinely values its people both professionally and personally.
• Work-life flexibility. Enjoy a flexible work environment with hybrid and remote opportunities for the right candidate.
• Leadership that listens. Work alongside an approachable Visionary who values transparency, collaboration, and empowering others to lead.
• Professional growth. Continue developing your leadership and technical expertise through ongoing learning and educational reimbursement opportunities.
• Competitive rewards. Receive a competitive compensation package that includes bonus opportunities, PTO, 401(k), and health benefits.

Core Values:

Bookkeeping: The primary purpose of bookkeeping is timely and efficiently performing transactional entries and processes which feed into reports used for further analysis. Bookkeeping is primarily maintainable repeatable tasks. Examples include recording checks and bank deposits, entering bills and making vendor payments, creating invoices, recording customer payments and bank deposits, collection calls, generating paystubs, entering employee timesheets, making tax deposits, etc.

Accounting: Accounting involves some level of analysis. The ability to look at information and determine completeness, accuracy, identify inconsistencies or identify the correlation to other information or documents is a skill most people take for granted. Accounting primarily revolves around the ability to analyze and create a complete picture of a financial situation. The accounting function involves taking transactional data and creating an accurate report from that information. In the public accounting, this can involve bank reconciliations, accrual accounting entries, analyzing cost accounting, break even analysis, financial statement preparation, cash flow analysis, budgeting, etc.

Tax: The tax department is a general area primarily driven by compliance related reporting for taxes related to income, gross receipts or sales, payroll, and estate transitioning. However, there is also more abstract or creative work which includes tax and estate planning and tax research.

Consulting: Consulting has historically been a very general term which has included general client questions and tax planning and research. However for BAT Consulting, we have expanded consulting to primarily focus on aligning client's financial information with their goals and assist in achieving their stated goals and direction. Consulting work includes reworking client's organizational structures, overseeing all accounting functions within the organization and performing CFO functions, overseeing the financial management of significant company expansion, turn-around consulting, employee recruiting, manager meetings and employee training and leadership development, etc.

Salary: Base salary of $120K - $135K. Performance bonus of 10-20% target based upon a combination of: Firm profitability, achievement of annual strategic objectives, operational KPI improvements, and individual leadership performance. Potential total target compensation of $132K - $162K.

Benefits: PTO, 401 (k), Health, Medical, Vision, Dental, Tuition Reimbursement

If you find genuine fulfillment in helping good teams become great through leadership, alignment, and people development, then apply now!