Firm Administrator

Chris Baily; New York (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits

Bonus opportunities

Profit sharing

Professional development support

Job summary

Chris Baily is seeking a Firm Administrator to onsite in Old Bridge, NJ, leading daily operations of an established tax practice and coordinating with firm leadership. You will own workflow efficiency, resolve issues early, and guide the team toward smoother processes and higher client satisfaction.

The role offers a clear path for long-term growth, competitive benefits, and bonus opportunities, with profit sharing and professional development support.

Qualifications

• 3+ years of team leadership experience within accounting, tax, or professional services.
• Experience managing workflows, priorities, and operational processes.
• Familiarity with practice management software; Canopy experience is a plus.

Responsibilities

• Monitor team workload, deadlines, and file status using workflow management systems.
• Identify and resolve bottlenecks before they impact client service or deadlines.
• Lead regular check-ins with CPAs to keep projects moving and remove obstacles.
• Manage client service escalations and oversee issue resolution from start to finish.
• Provide partners with ongoing updates on workflow, performance metrics, and team capacity.

Skills

Team leadership

Operations management

Prioritization

Tools

Canopy

Job description

Ready to step into a leadership role where your impact is measured by how smoothly the team operates, not by technical tax reviews? Join a growing firm where you'll drive workflow excellence, solve problems before they escalate, and work directly with firm leadership.

Firm AdministratorFully onsite in Old Bridge, NJ$75,000-$90,000 + bonus + OT Eligible

Why This Opportunity Stands Out:

• Lead and influence the daily operations of an established tax practice
• Work directly with firm partners and gain high visibility across the organization
• Own process improvement initiatives and help shape how work gets done
• Empowered to make decisions, resolve issues, and reallocate workflow without unnecessary bureaucracy
• Strong long-term career growth within a respected and growing firm
• Competitive benefits, bonus opportunities, profit sharing, and professional development support

Key Responsibilities for the Firm Administrator:

• Monitor team workload, deadlines, and file status using workflow management systems
• Identify and resolve bottlenecks before they impact client service or deadlines
• Lead regular check-ins with CPAs to keep projects moving and remove obstacles
• Manage client service escalations and oversee issue resolution from start to finish
• Provide partners with ongoing updates on workflow, performance metrics, and team capacity

Qualifications for the Firm Administrator:

• 3+ years of team leadership experience within accounting, tax, or professional services
• Experience managing workflows, priorities, and operational processes
• Familiarity with practice management software; Canopy experience is a plus
• Proven ability to drive accountability and manage multiple priorities effectively