Director of Operations & Integration

Director of Operations & Integration We're building a CPA/tax platform designed to roll up practices - and we need the operator who runs the firm and integrates what we buy. You will: Own the weekly operating cadence (scorecard, priorities, accountability) Protect CPA billable time (utilization, WIP, billing, AR discipline) Build one operating system the whole firm runs on Lead Day-1 - Day-90 integration for every practice we acquire Partner with a Visionary owner and a precision-focused CPA partner - you are the person who makes the plan real You're a fit if you are structured, assertive in service of the mission, allergic to dropped balls, and proud when other people become more effective. You're not a fit if you want a book of business, need to be told every step, or go quiet when work is in progress. We are building an operating platform that can absorb other tax/accounting practices, standardize how work runs, protect CPA billable time, and scale without chaos. You are the person who makes the vision real . Follow the set direction, major bets, and the roll-up thesis. You own the machine - cadence, accountability, throughput, people ops for the firm, and integration of every practice we bring in. If you have ever wanted to be the operator who turns a good firm into a repeatable growth engine , this is that opportunity. Core responsibilities Run the operating cadence Own the weekly leadership meeting (scorecard, Rocks, to-dos, etc.) Publish a same-day written summary Keep Rocks to a short list; every Rock has one owner, one date, one definition of done Maintain the Issues List; solve the vital few completely Protect meeting discipline: on time, phones down, decide on data Protect CPA capacity Drive utilization toward 85-90% billable target (or the board- approved number) Own WIP aging, billing coordination, and AR follow-up cadence (with CSA / admin support) Keep non-billable work off CPA plates - Client Services / admin owned and measured Spot capacity cliffs before they hit tax season Own the accountability chart and people system Keep a living accountability chart: who owns what, Level of delegation clear Role scorecards written before we hire (never hire into fog) Hire, onboard, and performance-manage ops/admin seats Weekly 1:1 rhythm with directs; written expectations; no silent underperformance Build the firm operating system One system of record for client status, tasks, deadlines, documents, billing status SOPs that a newly acquired team can adopt in weeks, not years Quality checklists and handoffs that survive busy season "If it isn't written and assigned, it doesn't exist" Lead roll-up / practice integration For every acquisition or tuck-in, you own the integration playbook : Day-1 / Day-30 / Day-90 integration plan Systems cutover (files, portals, billing, calendar, communications) Role mapping: who stays, who reports where, what gets standardized vs. left local Client communication plan (no surprise drops) Culture + cadence install: scorecard, Rocks, meeting rhythm Synergy tracking: utilization, realization, turnaround time, client retention Escalate to the Principal only on Visionary-level decisions (price, brand, major bets); you run the rest Communication loop Quiet competence is a fail here. Got it on receipt Status while in progress Done summary on completion Daily brief to Principal: done / in progress / today / needs from you / risks Confirm verbal asks from Principal in writing within 24 hours Must-have experience 5+ years running operations in a professional services firm (CPA, legal, advisory, healthcare practice, or PE‑backed roll‑up strongly preferred) Proof you built an operating cadence (meetings, scorecards, accountability) - not only "kept things organized" At least one meaningful integration story (acquisition, office merge, system cutover, or multi‑entity consolidation) Comfortable holding professionals accountable without being a technician yourself Excellent writing; lives in the communication loop Clean background check; references from prior principals / CEOs / MPs #J-18808-Ljbffr Stouffer Legal