Office Operations Lead

Office Operations Lead | Forefront Advisory Clifton, NJ | Full time | Salaried | In office

Forefront Advisory is a full service CPA and bookkeeping practice with more than 20 years of history. The Office Operations Lead is central to the firm’s daily operations. Billing, filing, client communication and compliance all pass through this position.

Position Significance

This is one of the most important positions in the firm. Filing accuracy, billing integrity and client responsiveness depend on it.

The practice has served clients for more than 20 years. Current ownership assumed control three years ago, and revenue has grown more than 15 percent in each year since. We are seeking a long term addition to the team who will grow with the firm and help shape this role as it expands.

Responsibilities

• Billing across the full client lifecycle

• Bookkeeping

• Front desk, telephone and client reception

• Annual report filings

• Workers compensation audits

• Completeness review of tax returns, serving as the final review before filing

• Electronic signature collection and electronic filing

Role Development

Our longtime office administrator is transitioning toward retirement. During the first tax season, the successful candidate will work alongside her and receive training from her. Thereafter, this position assumes full ownership of office operations.

Firm Standards

Accuracy is the standard here and it is not negotiable. Every return, invoice and filing that leaves this office carries the firm’s name. We expect meticulous work every time, and we expect errors to be owned and corrected immediately. Clients receive proactive communication. Issues are identified and resolved well before deadlines.

The firm operates within an established system. The successful candidate will work within it and will also be expected to evaluate and improve workflows to increase efficiency and strengthen the client experience. Latitude to implement change is earned through consistent, reliable work.

Technology

Lacerte experience is greatly preferred. The firm uses Canopy for its client portal, invoicing, client bill pay and document storage. The firm also uses AccountantsWorld and QuickBooks.

Schedule

This is an in office position. Tax season, January 1 through April 15 and August 15 through October 15 is the firm’s busiest period and demands full commitment. The remainder of the year offers meaningful schedule flexibility.

Qualifications

• Several years of experience in a CPA, accounting or bookkeeping office, including tax seasons

• Proficiency in Lacerte

• Demonstrated ability to manage outcomes independently

• Professional client communication and strong deadline discipline

• Exceptional attention to detail and a record of improving processes

• Candidates returning to the workforce are encouraged to apply

Compensation

$60,000 to $75,000, commensurate with experience. Off season schedule flexibility. Eligible for a tax season bonus based on firm results and individual performance.