Multi-Office CPA Firm Operations Leader

Trueline Talent; Farmingdale (NJ); Hybrid; USD 100,000 - 125,000; Full time

Job summary

Trueline Talent is seeking a Practice Manager for a growing multi-office tax, bookkeeping, and advisory firm. Based primarily in Staten Island, NY, with regular time in New Jersey offices and periodic travel to North Carolina, this role guides operations, staffing, and process design for scalable growth.

The ideal candidate is an experienced CPA or tax-firm operator who can implement firm-wide procedures, manage workflows, and align leadership priorities with practical execution across locations.

Qualifications

• 5+ years of operations leadership within a CPA, tax, accounting, or bookkeeping firm.
• Experience planning and managing at least two tax seasons, including workload and staffing.
• Ability to implement and teach operating practices in an established organization.
• Experience implementing or managing a practice-management, workflow, or CRM system.
• Strong process-development skills and writing practical procedures.

Responsibilities

• Build, document, and improve firm-wide operating procedures across client workflow, onboarding, billing handoffs, office administration, hiring, and other core functions.
• Lead the firm's workflow and practice-management systems, ensuring teams consistently use the tools and processes designed to keep work moving.
• Maintain visibility into staffing capacity, client assignments, and workload so department leaders can address bottlenecks before deadlines are affected.
• Create repeatable processes for integrating acquired practices, including systems, staff, operations, billing, and office logistics.
• Partner with leadership to evaluate new ideas, prioritize initiatives, and determine what should happen now, later, or not at all.
• Roll out policies and procedures across multiple locations and ensure managers and employees understand how to apply them.
• Oversee HR administration, including employee onboarding, payroll and HRIS administration, records, and policy acknowledgments.
• Lead and support administrative operations across multiple offices through the firm's office administration team.
• Create accountability around open projects, ownership, deadlines, and follow-through.
• Help the firm prepare for and successfully execute tax season with clear workflows, staffing plans, and operational discipline.

Skills

Operations leadership

Process development

Workflow optimization

Staffing planning

Change management

Education

CPA certification

Bachelor's degree in business/accounting

Tools

GoHighLevel

Karbon

TaxDome

Canopy

CCH Axcess

SmartVault

ADP/HRIS

MS 365

QuickBooks Online

Job description

Trueline Talent is seeking a Practice Manager for a growing multi-office tax, bookkeeping, and advisory firm. Based primarily in Staten Island, NY, with regular time in New Jersey offices and periodic travel to North Carolina, this role guides operations, staffing, and process design for scalable growth.

The ideal candidate is an experienced CPA or tax-firm operator who can implement firm-wide procedures, manage workflows, and align leadership priorities with practical execution across locations.