Operations Advisor

Jobtailor; Aurora (IL); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor seeks a skilled Office Operations Manager to support the integration of acquired CPA offices into H&R Block operations and processes. The role partners with office leadership to drive client growth, community involvement and business initiatives while overseeing daily operations.

The candidate will coordinate across departments to support tax associates, manage projects and resources, and maintain precise records and reporting with a keen eye for accuracy and efficiency.

Qualifications

• Strong analytical, decision-making, and judgement skills.
• Proficient in MS Office and web-based applications.
• Strong interpersonal and communication abilities.
• Customer-centric mindset.
• Ability to manage multiple tasks.
• Experience in tax, bookkeeping, and business services or integration projects.
• Detail-oriented with accuracy and efficiency.
• Minimum 3 years of related work experience.

Responsibilities

• Support the integration of acquired CPA offices into H&R Block operations and processes.
• Partner with office leadership to drive client growth, community involvement, and business initiatives.
• Oversee day-to-day office operations.
• Coordinate across departments to support tax associates.
• Manage projects, resource allocation, and issue resolution.
• Maintain accurate operational records, documentation, and reporting.
• Collaborate with office leaders to ensure operational tasks are completed.

Skills

Analytical skills

Decision making

Judgement

Multitasking

Customer-centric mindset

Interpersonal skills

Communication skills

Tools

MS Office

Web-Based Applications

Job description

• Support the integration of acquired CPA offices into H&R Block operations and processes
• Partner with office leadership to drive client growth, community involvement, and business initiatives
• Oversee day-to-day office operations
• Coordinate across departments to support tax associates
• Manage projects, resource allocation, and issue resolution
• Maintain accurate operational records, documentation, and reporting
• Collaborate with office leaders to ensure operational tasks are completed

Requirements

• Strong analytical, decision-making, judgement skills
• Computer proficient in MS Office and other web-based applications/software
• Strong interpersonal and communication skills
• Customer-centric mindset
• Must be capable of managing multiple tasks effectively
• Experience in tax, bookkeeping, and business services field or worked with integration processes
• Detail-oriented with a focus on accuracy and efficiency
• 3 years minimum related work experience

Core Competencies

Demonstrates expertise in managing office operations, project coordination, and resource allocation while ensuring accuracy and efficiency in documentation and reporting. Strong analytical and decision-making skills support effective client growth and community involvement initiatives.

Highest-signal resume keywords

• Office Operations Management
• Project Coordination
• Analytical Skills
• Customer-Centric Mindset
• Tax and Bookkeeping Experience

ATS Optimization Keywords

Hard Skills

• Project Management
• Operational Record Maintenance
• Resource Allocation
• Tax Services
• Bookkeeping

Soft Skills

• Interpersonal Skills
• Communication Skills
• Decision-Making
• Detail-Oriented
• Judgement Skills

Industry Keywords

• CPA Integration
• Business Services
• Client Growth
• Community Involvement

Tools & Technologies

• MS Office
• Web-Based Applications