CPA Firm Operations Leader — Streamline Workflow & AI Enablement

Jobsonboard; Center Square (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

PTO 10-15 days

3% Simple IRA employer match

Medical benefits $300 monthly

6 paid holidays

Business casual work environment

Job summary

Jobsonboard is seeking a proactive Firm Administrator / Firm Operations Manager to lead administrative operations, client workflow, and staff coordination. The role focuses on production tracking, technology usage, and process improvements to ensure efficient onboarding, billing, and delivery of client work.

The ideal candidate will supervise administrative staff, coordinate with leadership, and leverage AI-enabled workflows while maintaining data privacy and firm procedures.

Qualifications

• Must have strong organizational and analytical abilities.
• Ability to coordinate staff and manage multiple deadlines.
• Experience improving processes and implementing tech-enabled workflows.
• Familiarity with AI tools and automation in professional services.
• Experience in CPA/tax or accounting environments is a plus.

Responsibilities

• Oversee workflow across tax, bookkeeping, accounting, tax resolution, and notices.
• Track engagements, deadlines, staff, budgets, and billing.
• Assign and monitor deadlines, milestones, and responsibilities.
• Identify bottlenecks and risks; implement improvements.
• Coordinate production reports for leadership.
• Develop checklists, templates, dashboards, and tracking systems.
• Establish controls for client intake, billing, and project closeout.
• Monitor turnaround time, budgets, and collections.
• Supervise administrative staff and training.
• Coordinate with IT and software vendors; drive AI-enabled processes.

Skills

Organizational skills

Process improvement

Communication

Problem-solving

Education

Bachelor's degree in Business, Accounting, Finance, Operations, or related field

Tools

Practice management software

Workflow software

Job description

Jobsonboard is seeking a proactive Firm Administrator / Firm Operations Manager to lead administrative operations, client workflow, and staff coordination. The role focuses on production tracking, technology usage, and process improvements to ensure efficient onboarding, billing, and delivery of client work.

The ideal candidate will supervise administrative staff, coordinate with leadership, and leverage AI-enabled workflows while maintaining data privacy and firm procedures.