Practice Operations Manager

Job Description

Job Description

About RMJ Consultant

RMJ Consultant is a fast-growing, multi-service accounting and tax advisory firm based in Houston, TX. We provide tax preparation, tax planning, tax resolution, bookkeeping, CFO advisory, and advanced financial strategy services to business owners and high-income professionals.

We are entering a scale and acquisition phase , with plans to grow through both organic expansion and firm acquisitions. We are seeking a senior operator who can run the firm day-to-day , build systems, lead teams, and drive performance—allowing the Founder to focus on growth, capital, and strategy.

Role Summary

The Director of Operations / Managing Director will serve as the #2 executive and be responsible for running RMJ Consultant’s operations end-to-end . This role owns execution, people, systems, and performance.

This is not an administrative office manager role . The ideal candidate has a strong accounting or tax firm background , understands how professional service firms operate, and can both lead strategically and execute tactically when needed.

Key Responsibilities

Firm Operations & Execution

• Oversee all daily operations of the accounting and tax practice

• Ensure timely, accurate delivery of tax preparation, planning, bookkeeping, and advisory services

• Manage workflows during tax season and off-season

• Handle complex client escalations and operational decision-making

• Step into technical or review work when required

SOPs, Systems & Process Design

• Build, document, and maintain SOPs for:

  • Tax preparation & review

  • Tax planning & advisory

  • Bookkeeping & CFO services

  • Client onboarding & communication

  • Quality control and compliance

• Reduce founder dependency through systemization

• Implement operational tools and workflows to improve efficiency

KPIs, Performance & Profitability

• Design and track KPIs including:

  • Revenue per client

  • Turnaround time

  • Error and rework rates

  • Client retention

  • Upsell and cross-sell conversion

• Monitor margins and operational efficiency

• Deliver weekly and monthly performance reports to leadership

Team Leadership & Talent Management

• Lead and manage staff (tax preparers, bookkeepers, VAs, contractors)

• Onboard, train, and develop team members

• Enforce accountability, quality standards, and firm culture

• Participate in hiring, performance management, and termination decisions

Growth & Expansion Support

• Support implementation of higher-value services (tax planning, tax resolution, CFO advisory, insurance integration where compliant)

• Assist with onboarding and integration of acquired firms

• Prepare RMJ Consultant to scale from hundreds to thousands of clients annually

• Help position the firm as acquisition-ready and institution-grade

Qualifications

Required

• 5+ years of experience in an accounting or tax firm environment

• Strong understanding of tax operations and professional services workflows

• Proven experience managing teams and firm operations

• Ability to both lead strategically and execute hands-on when needed

Strongly Preferred

• CPA or Enrolled Agent (EA)

• Prior role as Operations Manager, Practice Manager, Senior Manager, or Director

• Experience in a $1M+ revenue accounting or tax firm

• Exposure to tax planning, advisory, or firm acquisitions