Operations Manager

Job Description

Job Description

Helping Our Clients Succeed. Helping Professionals Thrive.

Simons Bitzer is a boutique CPA firm established in 1995 that focuses on helping businesses and ultra-high net worth families reach their goals. Our clients are progressive and they desire more than just accounting and tax services.

OVERALL SUMMARY OF POSITION:

We are seeking an experienced Operations Manager with a strong public accounting background to play a key leadership role in managing and enhancing the day-to-day operations of our firm. This individual will play a critical leadership role in executing the firm’s strategic vision, enhancing internal processes, and driving operational excellence across all functional areas.

This is more than an administrative position. The Operations Manager will work closely with the managing partner and leadership team to turn strategy into action, enhance workflow and efficiency, develop our people, and help position the firm for continued growth.

For the right individual, this position offers a clear leadership growth track to Operations Director, with the potential for future executive leadership and equity partnership.

JOB RESPONSIBLITIES:

• Lead Firm Operations: Oversee workflow across tax, accounting, and advisory services, including scheduling, staffing, deadlines, utilization, and overall capacity.
• Drive Strategic Execution: Partner with the managing partner and leadership team to implement firm initiatives, monitor key performance indicators, and hold teams accountable to established goals.
• Improve Processes: Identify inefficiencies and bottlenecks and develop practical solutions to improve workflow, technology, communication, and profitability.
• Develop Our Team: Lead recruiting, onboarding, retention, performance management, career development, training, and employee engagement initiatives.
• Monitor Firm Financial Performance: Oversee budgeting, forecasting, billing, collections, cash flow, and key financial metrics while supporting pricing and profitability decisions.
• Support Marketing & Business Development: Help execute marketing initiatives, strengthen the firm's brand and client experience, and support partners in business development.
• Lead Technology & Systems: Evaluate and implement practice management and workflow systems and promote automation and technology that helps to improve efficiency.
• Champion Client Service: Help ensure consistent, high-quality client experience and address operational issues that may affect client satisfaction.

And so, what does it take to be part of our team?  A professional (CPA License or actively pursuing, preferred, but not required) with 5–10+ years of relevant experience, with public accounting experience preferred. Candidates with strong operations, practice management, and leadership experience in other professional services environments are also encouraged to apply. A professional with a strong understanding of tax and/or accounting workflows would also be a preferred qualification

COMPENSATION & BENEFITS

Compensation: $110,000 + based on experience, CPA certification, and technical expertise

Bonus Eligibility : Performance-based bonuses and significant long-term career growth opportunity

  Benefits May Include : Health insurance/Simple Plan with employer match/AFLAC/Paid Time Off & Paid Holidays, CPA license and professional dues /Continuing Professional Education (CPE)/Professional development opportunities

Why Join Our Team?

At Simons Bitzer, you’ll be more than just a number—you’ll be part of a collaborative team that values relationships, professional growth, and making a meaningful impact for our clients. As a boutique CPA firm, we provide the opportunity to work closely with business owners and ultra-high net worth families, tackle complex challenges, and gain experience beyond traditional accounting and tax services, including controllership and consulting.

We believe in investing in our people through mentorship, continued learning, and opportunities to grow professionally. Our team members enjoy a supportive culture where their ideas are valued, their contributions are recognized, and they can build a rewarding career while maintaining a healthy work-life balance.

If you are looking for a firm where you can make a difference, develop your skills, and be part of a team that truly cares about its clients and employees, we invite you to explore a future with Simons Bitzer.

What Makes Us Different?
Every day presents new challenges and opportunities to grow. Unlike firms where your work is limited to one specialty, you’ll gain experience across multiple service areas, including:
•\tOutsourced Controllership and CFO Services
•\tStrategic Planning and Business Consulting
•\tAccounting and Financial Statement Analysis Services
•\tTax Planning Preparation and Compliance
Career Opportunities Beyond Traditional Public Accounting
Many accounting professionals eventually choose between public accounting and private industry. At our firm, you do not have to choose.

Because we provide outsourced controllership and consulting services, you’ll gain valuable experience typically only found inside private companies and ultra-high net worth families, while enjoying the diversity and advanced opportunities of public accounting. This creates a unique career path with exceptional long-term growth potential.

You’ll develop expertise in:
•\tFinancial leadership
•\tBusiness operations
•\tStrategic decision-making
•\tTeam leadership
•\tClient advisory services

Your Future Starts Here!

Company Description

Why Join Our Team?\n\nAt Simons Bitzer, you’ll be more than just a number—you’ll be part of a collaborative team that values relationships, professional growth, and making a meaningful impact for our clients. As a boutique CPA firm, we provide the opportunity to work closely with business owners and ultra-high net worth families, tackle complex challenges, and gain experience beyond traditional accounting and tax services, including controllership and consulting.\n\nWe believe in investing in our people through mentorship, continued learning, and opportunities to grow professionally. Our team members enjoy a supportive culture where their ideas are valued, their contributions are recognized, and they can build a rewarding career while maintaining a healthy work-life balance.\n\nIf you are looking for a firm where you can make a difference, develop your skills, and be part of a team that truly cares about its clients and employees, we invite you to explore a future with Simons Bitzer.\n\nWhat Makes Us Different?\nEvery day presents new challenges and opportunities to grow. Unlike firms where your work is limited to one specialty, you’ll gain experience across multiple service areas, including:\n•\tOutsourced Controllership and CFO Services\n•\tStrategic Planning and Business Consulting\n•\tAccounting and Financial Statement Analysis Services\n•\tTax Planning Preparation and Compliance\nCareer Opportunities Beyond Traditional Public Accounting\nMany accounting professionals eventually choose between public accounting and private industry. At our firm, you do not have to choose. \n\nBecause we provide outsourced controllership and consulting services, you’ll gain valuable experience typically only found inside private companies and ultra-high net worth families, while enjoying the diversity and advanced opportunities of public accounting. This creates a unique career path with exceptional long-term growth potential.\n\nYou’ll develop expertise in:\n•\tFinancial leadership\n•\tBusiness operations\n•\tStrategic decision-making\n•\tTeam leadership\n•\tClient advisory services\n\nYour Future Starts Here!