Staff Workflow Manager (Operations) -- CPA Firm

Job Description

Job Description

Downtown Sarasota, FL | Full-time

We’re hiring an organized, high-energy operations leader to manage and continually improve the flow of work through our busy CPA firm. This role is central to keeping corporate-client deliverables on track, supporting staff, and ensuring deadlines are met—without things slipping through the cracks.

What you’ll do

• Work closely with partners to set and manage firm-wide workflow priorities and deadlines

• Take the lead on-boarding new business clients

• Supervise the workflow from client intake through final delivery of projects

• Communicate clearly with clients to request missing items, confirm details, and keep work moving

• Work closely staff to coordinate priorities, assign work, and remove bottlenecks across multiple deadlines

• Track status, due dates, and capacity; flag risks early and drive resolutions

• Assist staff to maintain accountability, quality, and turnaround times

• Maintain strong reporting/visibility for leadership and the team

• Improve processes, checklists, and handoffs to increase efficiency and accuracy

What we’re looking for

• Strong client-facing communication skills (confident, clear, professional)

• Tech-savvy and comfortable learning firm systems and tools quickly

• Highly organized, fast-paced, detail-oriented, and deadline-driven

• Positive, self-motivated, and steady under pressure

• High integrity and good judgment

CPA firm or professional services operations experience preferred.

How to apply

Please send your resume and professional references .