AI-Driven Firm Operations Lead (Equity Eligible)

Ascend; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, Dental, Vision, disability

Flexible Time Off

FSA & HSA

Employee Assistance Programs

401(k) Matching

Commuter Benefits

Paid Parental Leave

Equity Participation

Job summary

KSDT, now part of Ascend, seeks a Manager of Firm Operations in Miami to own core workflows, systems and reporting across departments. You will partner with partners and staff, drive automation, and lead special projects to scale operations as the firm grows.

Reporting to the Chief Growth Officer, you will optimize processes, implement AI, and build an operating model that supports rapid growth with strong governance and data integrity.

Qualifications

• Bachelor’s degree in accounting, finance, business, information systems or a related field.
• 5+ years of experience in operations, practice management, finance or analytics in a CPA or professional services firm.
• Demonstrated experience mapping, documenting and standardizing workflows, and owning recurring processes end to end.
• Advanced Excel proficiency and comfort building dashboards using different data sources.
• Strong working comfort with AI tools and an instinct to leverage them to work faster and smarter.
• Clear and direct communicator, with the ability to articulate what is changing, why it matters and what people need to do differently.

Responsibilities

• Own the firm’s core operating workflows end to end, including the client lifecycle, employee onboarding and offboarding, and tax busy‑season production.
• Identify bottlenecks, recurring errors and operational risks; design practical fixes and see them through to adoption.
• Standardize procedures, forms and templates across departments and service lines; maintain standard operating procedures and train staff so they hold up when people change.
• Implement better workflow designs and automation to remove manual steps from recurring work.
• Administer the firm’s core systems, including practice management, client portal and engagement letter platforms, and serve as the firm’s subject matter expert on how they are used.
• Configure systems around how the work should flow, and keep client, staff and engagement data accurate and consistent across platforms.
• Keep staff access and settings current across systems for new hires, departures and role changes.
• Apply AI and automation to the firm’s operational workflows and support adoption of existing improvements on the roadmap.
• Manage software licenses and coordinate technology requests in partnership with IT.

Skills

Operations management

Practice management

Finance analytics

Advanced Excel

AI tools familiarity

Clear communication

Workflow standardization

Education

Bachelor’s degree in accounting, finance, business, information systems or related field

Tools

CCH Axcess

Practice management systems

Engagement letter platforms

Billing systems

Client portal systems

Job description

KSDT, now part of Ascend, seeks a Manager of Firm Operations in Miami to own core workflows, systems and reporting across departments. You will partner with partners and staff, drive automation, and lead special projects to scale operations as the firm grows.

Reporting to the Chief Growth Officer, you will optimize processes, implement AI, and build an operating model that supports rapid growth with strong governance and data integrity.