Operations Manager

Job Description

Job Description

Operations Manager

Accounting Firm Operations & Team Accountability

We are seeking a highly organized, process-driven Operations Manager to help lead and enforce operational excellence within a growing accounting firm. This is not a passive administrative role — we are looking for someone who thrives on accountability, execution, and follow-through.

The ideal candidate is a strong operator who can step into an established environment, ensure systems and workflows are followed consistently, and hold team members accountable for completing tasks on time and at a high standard.

This role is perfect for someone who naturally takes ownership, is comfortable having difficult conversations, and knows how to create structure, urgency, and accountability without micromanaging.

Key Responsibilities

• Oversee daily operations and workflow management across the firm
• Ensure team members consistently follow established processes and SOPs
• Monitor task completion, deadlines, and client deliverables
• Identify overdue work, operational bottlenecks, and accountability gaps
• Hold staff accountable for performance expectations and timelines
• Conduct regular workflow check-ins and status meetings
• Implement systems for tracking productivity, deadlines, and follow-through
• Collaborate with leadership to improve operational efficiency and team performance
• Create a culture of ownership, responsiveness, and execution
• Escalate issues proactively before they become client-impacting problems
• Maintain high operational standards while improving team consistency

Ideal Candidate

• Strong operational leadership experience, preferably within accounting, finance, tax, bookkeeping, or professional services environments
• Naturally assertive and confident communicator
• Extremely organized and detail-oriented
• Comfortable managing strong personalities and enforcing accountability
• Ability to gain respect from teams while maintaining professionalism
• Proven track record of improving execution, follow-through, and operational consistency
• Experience implementing or managing workflows, SOPs, task management systems, or project tracking tools
• High sense of urgency and ownership
• Does not let tasks “fall through the cracks”

Preferred Qualifications

• Experience working in an accounting firm, CPA firm, bookkeeping company, or financial services environment
• Operations management, office management, or project management background
• Familiarity with workflow management tools such as Asana, ClickUp, Monday.com, Karbon, Jetpack Workflow, or similar systems
• Experience managing remote or hybrid teams is a plus

Personality Traits We Value

• Direct but professional
• Process-oriented
• Reliable and consistent
• Calm under pressure
• Strong follow-up habits
• Results-focused
• Comfortable enforcing standards and expectations

What Success Looks Like in This Role

• Fewer overdue tasks
• Increased team accountability
• Better adherence to processes
• Improved turnaround times
• Greater operational visibility for leadership
• A stronger culture of execution and ownership