Head of Operations

Role Description

This is a ground-floor leadership opportunity with direct access to the Founder and a clear, intentional path to becoming COO as the organization grows. The Head of Operations will own the full delivery and operational infrastructure of the accounting practice — ensuring quality, continuity, and efficiency across every acquired firm as the company scales.

This role sits at the intersection of accounting operations, people leadership, and technology influence. You will serve as the diagnostic engine between the accounting practice and the internal product team — not selecting tools, but identifying the problems worth solving, and driving the feedback loop that shapes what gets built. Working closely with the Founder on strategy and the product team on execution, you are the critical link between field reality and product direction.

This is a high-trust, high-impact role designed for someone the company can grow with — and reward accordingly.

Responsibilities

• Delivery & Quality
  • Ensure that all accountants across acquired firms are performing to standard — work is completed accurately, on time, and at the quality level clients expect.
  • Actively monitor client responsiveness and delivery timelines across the portfolio.
  • Assess the quality of CAS and tax work at the engagement level, with the ability to identify and address gaps directly.
• Integration & Change Management
  • Lead the human side of firm integration — bringing staff through transitions in tools, processes, and operating models with clarity and buy-in.
  • Build and manage onboarding and training programs that allow acquired staff to ramp quickly and perform consistently.
  • Own the hiring and development of replacement or backfill talent as the portfolio grows.
• Operational Excellence & Scale
  • Drive process improvement across the practice — identifying inefficiencies, standardizing workflows, and maintaining operational performance through multiple concurrent acquisitions.
  • Act as the primary diagnostic voice for the product team: your job isn't to select software — it's to identify the problems worth solving. The internal team will build and iterate on the tools that address what you surface.
  • Own the feedback loop between the accounting practice and the product team — continuously translating field reality into product direction, and ensuring that what gets built actually gets adopted and used.

Qualifications

• Significant experience in accounting services delivery, ideally in a client-facing or operational leadership capacity.
• CPA preferred, not required.
• Demonstrated ability to assess the quality of CAS and tax work at the engagement level.
• Experience managing and developing accounting teams, with a track record of hiring and building training programs.
• Comfortable operating in a technology-forward environment; able to engage substantively with product teams on workflow and tooling decisions.
• Prior exposure to M&A, firm integration, or multi-entity operations is a strong plus.
• Highly organized, with the ability to manage complexity across multiple firms and workstreams simultaneously.
• Resilient and adaptable in a fast-moving, startup environment — a team-first leader who earns trust across every level of an organization.
• Someone who drives change because it makes the work better, not for the sake of it.

Benefits

• $250,000 – $350,000 year one cash compensation plus equity in this VC-backed accounting firm roll-up.
• Comprehensive and negotiable benefits package.
• Fully remote work arrangement.