Firm Operations & Client Services Manager

Company Overview: Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois “Best Places to Work” for the past 10 years, we’ve been committed to shaping the workplace around our people – their personal as well as professional needs. If you are passionate about growing your career, join our team! Job Overview: We are seeking a highly organized and proactive Firm Operations & Client Services Manager to support the day-to-day operations of our growing public accounting firm. This role blends project management, office leadership, administrative oversight, and executive support, serving as a key partner to firm leadership. The ideal candidate thrives in a fast-paced, professional services environment and has the ability to manage priorities across client service delivery, internal operations, and leadership support. Primary Responsibilities: Project & Workflow Management Lead and manage internal firm projects (process improvements, system implementations, seasonal initiatives) Coordinate deadlines and workflows across tax, audit, and accounting services teams Monitor project progress, identify bottlenecks, and drive accountability Implement and maintain project tracking tools, dashboards, and reporting Administrative & Client Service Support Ensure accurate and timely processing of client deliverables (reports, filings, correspondence) Assist with CRM/database management and data integrity Support billing and collections coordination with accounting/partners Maintain and improve operational processes and procedures Executive Support Provide direct support to Managing Partner and leadership team Prepare regular project status reports for firm leadership Assist with strategic initiatives and special projects Act as a liaison between leadership and staff to ensure alignment and follow-through Process Improvement & Firm Growth Initiatives Identify opportunities to streamline workflows and improve efficiency Drive adoption of new tools, technologies, and best practices Help develop scalable processes as the firm grows Required Qualifications: Bachelor’s degree in business, Management, Accounting, Finance, or a related field 4+ years of project management experience, preferably in a professional services or CPA firm environment Strong organizational and time management skills with the ability to manage multiple priorities Excellent communication and interpersonal skills Proficiency in project management and workflow tools (e.g., practice management software, Microsoft 365, or similar platforms) Preferred Qualifications: Experience working in a CPA firm, accounting firm, or professional services environment Familiarity with tax, audit, or accounting workflows and seasonal deadlines Experience with process improvement or change management initiatives Key Skills & Competencies: Attention to detail and strong follow-through Ability to work effectively with partners, managers, and staff at all levels Problem-solving mindset with a focus on continuous improvement Ability to manage deadlines in a fast-paced, deadline-driven environment Discretion and professionalism when handling client and firm information What We Offer: Competitive compensation and performance-based bonuses Medical, dental, and vision insurance Retirement plan with employer contribution Paid time off and paid holidays Flexible/hybrid work environment (position-dependent) Collaborative and supportive firm culture Equal Opportunity Employer: Weiss & Company LLP is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply. #J-18808-Ljbffr Socket.dev