Office Manager

Weiss & Company LLP; Glenview (IL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

Retirement plan with employer contrib

Paid time off and paid holidays

Collaborative firm culture

Job summary

Weiss & Company LLP is seeking an organized Office / Operations Manager to support the day-to-day operations of our growing public accounting firm in Illinois. This role backs partners and accountants to deliver exceptional client service while maintaining efficient office operations and scalable processes.

You will coordinate administrative and IT-related tasks, manage CRM data, support billing, and help drive firm growth through thoughtful workflow improvements.

Qualifications

• Bachelor's degree in business, Business Administration, Accounting, or a related field.
• 4+ years of office management experience, preferably in a professional services or CPA firm environment.
• Strong organizational and time management skills with the ability to manage multiple priorities.
• Excellent communication and interpersonal skills.
• Proficiency in project management and workflow tools (e.g., practice management software, Microsoft 365, or similar platforms).

Responsibilities

• Administrative & Client Service Support: Ensure accurate and timely processing of client deliverables (reports, filings, correspondence).
• Administrative & Client Service Support: Assist with CRM/database management and data integrity.
• Administrative & Client Service Support: Support billing and collections coordination with accounting/partners.
• Administrative & Client Service Support: Maintain and improve operational processes and procedures.
• Administrative & Client Service Support: Coordinating internal staff training.
• Technology and Systems Coordination: Serve as liaison between the firm and IT service.
• Technology and Systems Coordination: Coordinate software licensing, equipment purchases, and technology upgrades.
• Technology and Systems Coordination: Support implementation and oversight of firm software applications.
• Executive Support: Provide direct support to Managing Partner and leadership team.
• Executive Support: Prepare regular project status reports for firm leadership.
• Executive Support: Assist with strategic initiatives and special projects.
• Executive Support: Act as a liaison between leadership and staff to ensure alignment and follow-through.
• Process Improvement & Firm Growth Initiatives: Identify opportunities to streamline workflows and improve efficiency.
• Process Improvement & Firm Growth Initiatives: Drive adoption of new tools, technologies, and best practices.
• Process Improvement & Firm Growth Initiatives: Help develop scalable processes as the firm grows.

Skills

Strong organizational skills

Excellent communication

Project management

Time management

MS 365 proficiency

Education

Bachelor's degree in Business Administration or related field

Tools

Practice management software

Microsoft 365

Job description

Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois "Best Places to Work" for the past 10 years, we've been committed to shaping the workplace around our people - their personal as well as professional needs. If you are passionate about growing your career, join our team!

Job Overview:

We are seeking a highly organized and proactive Office / Operations Manager to support the day-to-day operations of our growing public accounting firm. This role supports the partners and accountants to provide exceptional client service, and ensure efficient office operations. The ideal candidate is highly organized, detail-oriented, professional, and capable of managing multiple priorities in a fast-paced public accounting environment.

Primary Responsibilities:

Administrative & Client Service Support

• Ensure accurate and timely processing of client deliverables (reports, filings, correspondence)
• Assist with CRM/database management and data integrity
• Support billing and collections coordination with accounting/partners
• Maintain and improve operational processes and procedures
• Coordinating internal staff training

Technology and Systems Coordination

• Serve as liaison between the firm and IT service
• Coordinate software licensing, equipment purchases, and technology upgrades
• Support implementation and oversight of firm software applications

Executive Support

• Provide direct support to Managing Partner and leadership team
• Prepare regular project status reports for firm leadership
• Assist with strategic initiatives and special projects
• Act as a liaison between leadership and staff to ensure alignment and follow-through

Process Improvement & Firm Growth Initiatives

• Identify opportunities to streamline workflows and improve efficiency
• Drive adoption of new tools, technologies, and best practices
• Help develop scalable processes as the firm grows

Required Qualifications:

• Bachelor's degree in business, Business Administration, Accounting, or a related field
• 4+ years of office management experience, preferably in a professional services or CPA firm environment
• Strong organizational and time management skills with the ability to manage multiple priorities
• Excellent communication and interpersonal skills
• Proficiency in project management and workflow tools (e.g., practice management software, Microsoft 365, or similar platforms)

Preferred Qualifications:

• Experience working in a CPA firm, accounting firm, or professional services environment
• Familiarity with tax, audit, or accounting workflows and seasonal deadlines
• Experience with process improvement or change management initiatives
• Attention to detail and strong follow-through
• Ability to work effectively with partners, managers, and staff at all levels
• Problem-solving mindset with a focus on continuous improvement
• Ability to manage deadlines in a fast-paced, deadline-driven environment
• Discretion and professionalism when handling client and firm information

What We Offer:

• Competitive compensation and performance-based bonuses
• Medical, dental, and vision insurance
• Retirement plan with employer contribution
• Paid time off and paid holidays
• Collaborative and supportive firm culture

Equal Opportunity Employer:

Weiss & Company LLP is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.