Manager of Practice Operations

Job Title : Manager of Practice Operations

Location : Hybrid; four days per week on-site in office located in Midtown Manhattan

Status : Full Time, Employee

Salary : Commensurate with experience; $90,000-$135,000

Experience : 8+ years of progressive business operations, operational leadership, consulting, or professional services management experience.

Presti & Naegele is a mid-size accounting firm with a diverse client base seeking a motivated Tax Operations Coordinator. We believe in investing time in our professionals, and pride ourselves on an environment where our people can build their technical skills as well as develop strong connections and meaningful relationships. With our smaller client service teams and an excellent partner-to-associate ratio, you will have the opportunity to stand out and make a distinct impact. You will be part of an environment where your work is noticed by your peers, partners, and clients.

The Manager of Practice Operations is responsible for overseeing firm-wide operational strategy and execution. This role partners closely with Partners, Department Leaders, and Administrative Leadership to ensure that people, technology, processes, and resources are aligned to support firm objectives. This individual will lead operational initiatives, oversee workforce planning and project resourcing, monitor production capacity against deadlines, develop KPI reporting and dashboards, drive process improvements, and help create a scalable operating infrastructure that supports continued growth. The position requires a highly analytical, results-oriented leader who can connect business data to operational decision-making while effectively managing relationships across all levels of the organization.

Key Responsibilities:

Strategic Operations Leadership

• Serve as a key operational leader responsible for improving efficiency, scalability, and profitability across the firm.
• Partner with executive leadership to establish operational priorities and performance goals that align with firm priorities.
• Identify opportunities to improve workflows, eliminate bottlenecks, and enhance overall productivity.
• Lead the execution of strategic initiatives and operational improvement projects.
• Develop and implement operational best practices across departments.
• Explore how AI can be used across current workflows to enhance productivity and efficiency.

Workplace Planning & Resource Management

• Own firm-wide work resourcing and capacity management.
• Oversee assignment of work across all accounting teams to ensure appropriate utilization and delegation based on experience level and expertise.
• Monitor workload distribution and production capacity during tax season and throughout the year.
• Manage workflow against tax deadlines and other critical client deliverables.
• Identify staffing gaps, workload imbalances, and resource constraints before they impact client service.
• Develop resource forecasting models to support hiring and staffing decisions.
• Collaborate with department leaders to optimize productivity and engagement.

Business Intelligence, Reporting & Analytics

• Design, develop, and maintain executive dashboards using:
• Microsoft Power BI
• Excel
• Microsoft 365 Reporting Tools
• CRM
• Establish meaningful firm-wide KPIs and performance metrics.
• Analyze operational, financial, staffing, and client service data.
• Produce real-time dashboards and executive-level reporting.
• Transform analytical findings into actionable business recommendations.
• Present insights and trends to leadership in a clear and compelling manner.
• Utilize data storytelling techniques to connect operational results to business outcomes.

Process Improvement & Change Management

• Evaluate existing workflows and identify opportunities for automation and optimization.
• Identify where AI can be used to enhance current workflows and processes.
• Lead change management initiatives associated with new technology, operational processes, and organizational improvements.
• Establish documentation, training, and adoption plans for new procedures.
• Drive continuous improvement initiatives throughout the firm.
• Facilitate cross-functional collaboration and process standardization.

Technology & Systems Management

• Serve as a super-user for key operational systems, including:
• CCH Axcess Tax
• CCH Axcess Practice
• CRM platforms
• Power BI
• Microsoft 365
• Workflow management tools
• Partner with IT and vendors on system enhancements.
• Evaluate and recommend technology solutions that improve operational effectiveness.
• Ensure systems are being leveraged appropriately to maximize productivity and reporting capabilities.

People Leadership

• Lead, mentor, and develop administrative and operational team members.
• Utilize matrix-management techniques to influence leaders and teams across the organization.
• Facilitate accountability and follow-through on firm initiatives.
• Drive organizational alignment through communication, coaching, and collaboration.
• Support leadership development and organizational effectiveness initiatives.

Client Service & Administrative Operations

Provide leadership and oversight for certain firm administrative functions that could include:

• Billing and collections support
• Accounts receivable process
• Accounts payable processes
• Client onboarding and offboarding processes
• Client relationship support initiatives
• Vendor management
• Operational reporting
• Tax deadline-centric compliance activities

Qualifications:

Required Experience

• 8+ years of progressive business operations, operational leadership, consulting, or professional services management experience.
• Data Analytics, visualization, and reporting
• Experience leading operations within a professional services organization, accounting firm, financial services firm, legal firm, or consulting organization strongly preferred.
• Demonstrated experience managing people, projects, processes, and organizational change.
• Experience managing cross-functional teams through influence and matrix reporting structures.

Technology & Analytical Skills

• Advanced Microsoft Excel skills.
• Experience with Power BI / Tableau preferred.
• Experience building dashboards, scorecards, and reporting frameworks.
• Strong business intelligence and data analysis capabilities.
• Experience working with CRM systems.
• Experience with CCH Axcess Tax Suite and/or CCH Axcess Practice and QuickBooks strongly preferred.

Leadership & Business Skills

• Strong business acumen and operational decision-making skills.
• Excellent project management and organizational abilities.
• Exceptional communication and presentation skills.
• Ability to influence stakeholders across all levels of the organization.
• Proven ability to manage multiple priorities and competing deadlines.
• Demonstrated success leading change initiatives and operational improvement efforts.

Personal Qualifications

The successful candidate will be:

• Analytical and data-driven
• Highly organized
• Results-oriented
• Proactive mindset
• Business savvy
• An independent self-starter
• Personable and relationship-focused
• Adaptable and resilient
• A critical thinker and problem solver
• Comfortable challenging the status quo
• Able to balance strategic thinking with tactical execution

Measures of Success:

Success in this role will be measured by:

• Improved workflow efficiency
• Timely completion of client deliverables
• Increased realization and utilization rates
• Reduced operational bottlenecks
• Improved staffing and capacity planning
• Enhanced dashboard reporting and visibility
• Successful implementation of operational initiatives
• Strong employee engagement and accountability
• Improved firm profitability and client service outcomes

To all staffing agencies: Presti & Naegele LLC (“P&N”) will not be utilizing agencies to staff this position. P&N does not accept unsolicited outreach, resumes, or candidate profiles from recruiters, agencies, nor headhunters. Please do not forward resumes to P&N partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with P&N on other positions must have an updated contractual agreement with P&N. Please be reminded, P&N is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of P&N.