Firm Operations Manager

KSDT; Boca Raton (FL); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health,Dental,Vision,ShortandLong-Term

FlexibleTimeOff

FSA&HSA

EmployeeAssistancePrograms

401(k)Matching

CommuterBenefits

Paid ParentalLeave

Equity Participation

Job summary

KSDT, a Forbes-recognized accounting and tax firm, seeks a Manager of Firm Operations in Miami, FL to own processes, systems, data and reporting across the firm. You will standardize workflows, administer core systems, and deliver performance reporting used by partners.

This hands-on role includes 20% special projects, working with partners and staff, leveraging AI and automation to scale operations as the firm grows.

Qualifications

• Bachelor’s degree in accounting, finance, business, information systems or related field.
• 5+ years in operations, practice management, finance or analytics in a CPA or professional services firm.
• Experience mapping, documenting and standardizing workflows and owning recurring processes end to end.
• Advanced Excel and dashboard-building across data sources.
• Familiarity with AI tools to improve efficiency.

Responsibilities

• Own firm operating workflows end to end across client lifecycle, onboarding, and peak periods.
• Identify bottlenecks, errors and risks; design fixes and drive adoption.
• Standardize procedures, forms and templates; train staff to maintain SOPs.
• Configure and administer core systems; ensure data accuracy across platforms.

Skills

Advanced Excel

Dashboards

AI tools

Workflow mapping

Stakeholder comms

Education

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

Tools

Practice management systems

Engagement letters

Billing systems

Client portal

Job description

Manager, Firm Operations

About KSDT

KSDT has long been recognized as one ofForbes Best Accounting and Tax Firms in Americaand one of theSouth Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend,we’restepping into the next phase of growth and opportunity.

Whathasn’tchanged is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keeppoliticsout, and make work-life balance a priority. Weseekhighly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development.

InSeptember2025,KSDTmade the strategic decision to joinAscend! WithAscend’spartnership and shared resources,KSDTis well positioned for strong innovation and growth in the years to come.

About Ascend

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms-from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you’renot just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transformthe publicaccounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources,best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.

For more information, visit www.ascendtogether.com.

Position Summary

The Manager of Firm Operations will own the processes, systems, data and reporting that keep KSDT running. The role standardizes how work gets done across departments and service lines, administers the firm’s core systems, and delivers the performance reporting that partners use to run their practices. About 20% of the role is dedicated to special projects that move firm priorities forward.

Reporting to the Chief Growth Officer, this is a hands-on role for someone who likes improving how things work, not just reporting on them. You will work directly with partners and staff at every level, use AI and automation to take manual effort out of recurring work, and help the firm build an operating model that scales as it grows.

Key Responsibilities

Process Ownership and Improvement

• 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

Systems, Data and Automation

• 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

Performance and Operating Rhythm

• Produce and continually automate the firm’s weekly and monthly performance reporting, including dashboards, scorecards and key performance indicators
• Give partners and engagement teams clear visibility into work in process, receivables, project budgets and deadlines, and work with the billing team on at-risk balances
• Deliver analysis on project delivery, profitability and staff capacity, and support the leadership meeting cadence by tracking priorities and action items to completion

Special Projects (approximately 20%)

• Support execution of key operational initiatives, ensuring strong project management, timelines, and accountability
• Support operational integration of newly joined teams, offices and practices on the firm’s systems, workflows and reporting standards

Desired 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
• Experience administering practice management, engagement letter, billing or client portal systems; CCH Axcess familiarity strongly preferred

Location

Miami, FL

We prefer candidates based in South Florida who can work from our Miami office; out of state candidates will be considered

Benefits and Perks

• Health,Dental,Vision,ShortandLong-TermDisability
• FlexibleTimeOff
• FSA&HSA
• EmployeeAssistancePrograms
• 401(k)Matching
• CommuterBenefits
• Paid ParentalLeave
• Modernized Incentives and Equity Participation

KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.

KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.

We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship.

This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.

Job description is subject to change.