Head of Operations & Business Management

A full-service Certified Public Accounting and advisory firmlicensed in Idaho and Oregon, Perry and Associates offers its clientsaccounting expertise with an individualized approach — the capabilities of alarger company with the personal service of a boutique firm. From professional topersonal accounting needs, our mission is to be an expert advisor, and atrusted friend throughout the process.
Perry and Associates has earned a reputation for exceptionalwork, responsive service, and a down-to-earth philosophy. We love what we do —empowering our clients’ long-term success with proactive, effective accountingas well as sound financial advice. We draw from years of specialized expertiseto provide a full range of professional accounting, advisory, and tax servicesfor individuals and businesses in need of accurate advice and financialconfidence.

TheOperations Manager is the firm’s operational hub, ensuring seamlessday-to-day operations, consistent administrative processes, andexceptional client and employee experience. This role overseesoffice operations, client onboarding, workflow coordination, billingadministration, technology systems, and internal business supportwhile partnering closely with leadership to advance strategicinitiatives and maintain the organized, responsive environment thatdefines the firm’s service.

Position is in-office, either in Ketchum, Idaho or Enteprise, Oregon.

Managedaily office operations to keep the workplace organized,productive, and efficient.

Ownand improve client onboarding, including engagement letters,intake, document collection, portal setup, and communicationworkflows.

Maintainfirm records, client files, confidential documents, andadministrative systems in line with policies andrequirements.

Trackworkflow systems and administrative deadlines to support projectvisibility, capacity planning, and resource needs.

Supportteams with project administration, workflow coordination, documentprocessing, and deadline tracking.

Serveas administrator or key user for practice management, documentmanagement, client portal, workflow, and operational technologyplatforms.

Coordinatewith external vendors, consultants, and providers for technology,facilities, and office support.

Overseeoffice supplies, equipment, facilities, vendors, and generalworkplace operations.

Assistwith invoicing, billing, accounts receivable follow-up, paymentprocessing, collections support, and related financialadministration.

Develop,document, and improve office procedures, administrative workflows,and operational best practices.

Supportleadership with special projects, strategic initiatives, andoperational improvements.

Promotecompliance with firm policies, confidentiality, data security, andoperational standards.

Keepsthe office is organized, efficient, and service-ready.

Creates structure, priorities, and systemsthat drive efficiency and consistency.

Stays flexible, resourceful, and effective asneeds evolve.

Continuous improvement: WHY JOIN US Join arespected firm committed to building the premier tax and advisorypractice in the communities we serve. In this position, you willhelp shape the client experience, strengthen firm operations, andcontribute to a collaborative team that values trust,professionalism, and long-term growth. This role offers meaningfulopportunities for professional growth, expanded responsibility, andthe ability to contribute directly to the success of a firm thatvalues its people, its clients, and its community.

Duties andresponsibilities may change as business needs evolve.

Bachelor’sdegree in business administration, accounting,management, communications, or related fieldpreferred; 3+years of progressive experience in office operations,professional services administration, officemanagement, or business operations; Provenability to manage competing priorities in adeadline-driven environment.

Trustedto handle confidential information with discretionand professionalism.

Experiencecoordinating projects, workflows, deadlines, andadministrative processes.

Strongtechnology skills, including Microsoft Office andcloud-based business software; ability to learn andadminister practice management, workflow, and documentmanagement systems.

PREFERRED QUALIFICATIONS Experienceworking in a CPA firm, tax practice, accounting firm,financial advisory firm, or other professionalservices organization.

Experiencewith billing, bookkeeping, payroll coordination,vendor relationships, or related financialadministrative functions.

We are committed tosupporting the health, financial well-being, and long-term successof our employees through a comprehensive benefits package designedto provide meaningful value and security.
Health, dental,and vision insurance to help protect you and your family’shealth.
Retirement planwith an employer match, helping you build long-term financialsecurity.
Health, dental,and vision insurance to help protect you and your family’shealth.
Retirement planwith an employer match, helping you build long-term financialsecurity.
In addition to providing valuable health, dental, vision, andretirement benefits today, we remain committed to reviewing andenhancing our offerings over time to meet the changing needs ofour employees and support a healthy work-life balance.

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