Office Operations Lead
$60k - $75kForefront Advisory LLC
Office Operations Lead | Forefront Advisory Clifton, NJ | Full time | Salaried | In office
Forefront Advisory is a full service CPA and bookkeeping practice with more than 20 years of history. The Office Operations Lead is central to the firms daily operations. Billing, filing, client communication and compliance all pass through this position.
Position Significance
This is one of the most important positions in the firm. Filing accuracy, billing integrity and client responsiveness depend on it.
The practice has served clients for more than 20 years. Current ownership assumed control three years ago, and revenue has grown more than 15 percent in each year since. We are seeking a long term addition to the team who will grow with the firm and help shape this role as it expands.
Responsibilities
Billing across the full client lifecycle
Bookkeeping
Front desk, telephone and client reception
Annual report filings
Workers compensation audits
Completeness review of tax returns, serving as the final review before filing
Electronic signature collection and electronic filing
Role Development
Our longtime office administrator is transitioning toward retirement. During the first tax season, the successful candidate will work alongside her and receive training from her. Thereafter, this position assumes full ownership of office operations.
Firm Standards
Accuracy is the standard here and it is not negotiable. Every return, invoice and filing that leaves this office carries the firms name. We expect meticulous work every time, and we expect errors to be owned and corrected immediately. Clients receive proactive communication. Issues are identified and resolved well before deadlines.
The firm operates within an established system. The successful candidate will work within it and will also be expected to evaluate and improve workflows to increase efficiency and strengthen the client experience. Latitude to implement change is earned through consistent, reliable work.
Technology
Lacerte experience is greatly preferred. The firm uses Canopy for its client portal, invoicing, client bill pay and document storage. The firm also uses AccountantsWorld and QuickBooks.
Schedule
This is an in office position. Tax season, January 1 through April 15 and August 15 through October 15 is the firms busiest period and demands full commitment. The remainder of the year offers meaningful schedule flexibility.
Qualifications
Several years of experience in a CPA, accounting or bookkeeping office, including tax seasons
Proficiency in Lacerte
Demonstrated ability to manage outcomes independently
Professional client communication and strong deadline discipline
Exceptional attention to detail and a record of improving processes
Candidates returning to the workforce are encouraged to apply
Compensation
$60,000 to $75,000, commensurate with experience. Off season schedule flexibility. Eligible for a tax season bonus based on firm results and individual performance.
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