Operations Manager

Zohorecruit; Idaho; Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Retirement plan with employer match

Job summary

Perry and Associates in Ketchum, Idaho or Enterprise, Oregon seeks an Operations Manager to serve as the firm’s operational hub, overseeing office operations, onboarding, workflow coordination, billing administration, technology systems, and internal business support.

The role partners with leadership to advance strategic initiatives and maintain the organized, responsive environment that defines the firm’s service.

Qualifications

• 3+ years of progressive experience in office operations or professional services administration.
• Experience coordinating projects, workflows, and deadlines.
• Strong written and verbal communication skills.

Responsibilities

• Manage daily office operations to keep the workplace organized and efficient.
• Serve as first point of contact for clients and visitors.
• Own and improve client onboarding, including engagement letters, intake, and workflows.

Skills

Office operations

Project coordination

Communication

Tech literacy

Education

Bachelor's degree or equivalent

Tools

Practice management systems

Billing software

CRM software

Job description

Job Description

Ketchum, ID or Enterprise, OR, United States | Posted on 09/19/2026

A full-service Certified Public Accounting and advisory firmlicensed in Idaho and Oregon, Perry and Associates offers its clientsaccounting expertise with an individualized approach — the capabilities of alarger company with the personal service of a boutique firm. We go to greatlengths to ensure we are always there for our clients. From professional topersonal accounting needs, our mission is to be an expert advisor, and atrusted friend throughout the process.
Perry and Associates has earned a reputation for exceptionalwork, responsive service, and a down-to-earth philosophy. We love what we do —empowering our clients’ long-term success with proactive, effective accountingas well as sound financial advice. We draw from years of specialized expertiseto provide a full range of professional accounting, advisory, and tax servicesfor individuals and businesses in need of accurate advice and financialconfidence.

POSITION SUMMARY

TheOperations Manager is the firm’s operational hub, ensuring seamlessday-to-day operations, consistent administrative processes, andexceptional client and employee experience. This role overseesoffice operations, client onboarding, workflow coordination, billingadministration, technology systems, and internal business supportwhile partnering closely with leadership to advance strategicinitiatives and maintain the organized, responsive environment thatdefines the firm’s service.

Position is in-office, either in Ketchum, Idaho or Enteprise, Oregon.

KEY RESPONSIBILITIES

• Managedaily office operations to keep the workplace organized,productive, and efficient.
  
• Serveas the first point of contact for clients, visitors, prospects,and incoming communications.
  
• Ownand improve client onboarding, including engagement letters,intake, document collection, portal setup, and communicationworkflows.
  
• Coordinatecalendars, meetings, appointments, schedules, and firm events.
  
• Maintainfirm records, client files, confidential documents, andadministrative systems in line with policies andrequirements.
  
• Trackworkflow systems and administrative deadlines to support projectvisibility, capacity planning, and resource needs.
  
• Supportteams with project administration, workflow coordination, documentprocessing, and deadline tracking.
  
• Serveas administrator or key user for practice management, documentmanagement, client portal, workflow, and operational technologyplatforms.
  
• Coordinatewith external vendors, consultants, and providers for technology,facilities, and office support.
  
• Overseeoffice supplies, equipment, facilities, vendors, and generalworkplace operations.
  
• Assistwith invoicing, billing, accounts receivable follow-up, paymentprocessing, collections support, and related financialadministration.
  
• Monitoradministrative budgets, vendor contracts, subscriptions, andoperating expenses.
  
• Supportemployee orientation and ensure new team members have the toolsand resources needed to succeed.
  
• Develop,document, and improve office procedures, administrative workflows,and operational best practices.
  
• Supportleadership with special projects, strategic initiatives, andoperational improvements.
  
• Promotecompliance with firm policies, confidentiality, data security, andoperational standards.
  

SUCCESS IN THIS ROLE

Thesuccessful candidate:

• Createsa polished, professional, and memorable clientexperience.
  
• Keepsthe office is organized, efficient, and service-ready.
  
• Completesclient onboarding accurately, promptly, and consistently.
  
• Drivesfirm deadlines and workflow priorities through proactivecoordination and follow-through.
  
• Maintainsaccurate systems, records, and processes with minimalerrors.
  
• Handlesconfidential information with sound judgment, discretion, andprofessionalism.
  
• Improvessystems, removes friction, and strengthens client and employeeexperiences.
  
• Balancescompeting priorities while meeting deadlines and maintainingaccuracy.
  
• Anticipatesneeds, solves problems, and serves as a trusted resource forleadership and staff.
  
• Contributesdirectly to firm growth, operational excellence, and long-term success.
  

CORE BEHAVIORS

• Client-focused: Delivers a welcoming, responsive,professional experience that builds lasting trust.
  
• Ownership: Takes responsibility for outcomes and followsthrough with consistency.
  
• Organization: Creates structure, priorities, and systemsthat drive efficiency and consistency.
  
• Professionalism: Brings maturity, reliability, discretion,and sound judgment to every interaction.
  
• Communication: Communicates clearly, effectively, andrespectfully with clients, leadership, and the team.
  
• Collaboration: Works across departments and service areasto advance firm-wide success.
  
• Problem-solving: Anticipates challenges and developspractical, effective solutions.
  
• Adaptability: Stays flexible, resourceful, and effective asneeds evolve.
  
• Continuous improvement: Strengthens processes, systems, andclient service through thoughtful improvement.
  
• Integrity: Upholds confidentiality, ethics, and trust inevery aspect of the work.
  

WHY JOIN US

Join arespected firm committed to building the premier tax and advisorypractice in the communities we serve. In this position, you willhelp shape the client experience, strengthen firm operations, andcontribute to a collaborative team that values trust,professionalism, and long-term growth. This role offers meaningfulopportunities for professional growth, expanded responsibility, andthe ability to contribute directly to the success of a firm thatvalues its people, its clients, and its community.

DISCLAIMER

Thisjob description is intended to describe the general nature and levelof work performed by employees assigned to this position. Duties andresponsibilities may change as business needs evolve.

Requirements

REQUIRED QUALIFICATIONS

• Bachelor’sdegree in business administration, accounting,management, communications, or related fieldpreferred; equivalent experience considered.
  
• 3+years of progressive experience in office operations,professional services administration, officemanagement, or business operations; 5+ years preferred.
  
• Provenability to manage competing priorities in adeadline-driven environment.
  
• Trustedto handle confidential information with discretionand professionalism.
  
• Experiencecoordinating projects, workflows, deadlines, andadministrative processes.
  
• Strongtechnology skills, including Microsoft Office andcloud-based business software; ability to learn andadminister practice management, workflow, and documentmanagement systems.
  

PREFERRED QUALIFICATIONS

• Experienceworking in a CPA firm, tax practice, accounting firm,financial advisory firm, or other professionalservices organization.
  
• Experiencewith billing, bookkeeping, payroll coordination,vendor relationships, or related financialadministrative functions.
  
• Experiencesupporting a growing organization through processdevelopment and operational improvement initiatives.
  

We are committed tosupporting the health, financial well-being, and long-term successof our employees through a comprehensive benefits package designedto provide meaningful value and security.

• Health, dental,and vision insurance to help protect you and your family’shealth.
• Retirement planwith an employer match, helping you build long-term financialsecurity.

• Health, dental,and vision insurance to help protect you and your family’shealth.
• Retirement planwith an employer match, helping you build long-term financialsecurity.

OUR COMMITMENT

We recognize thatbenefits are an important part of the overall employee experience.In addition to providing valuable health, dental, vision, andretirement benefits today, we remain committed to reviewing andenhancing our offerings over time to meet the changing needs ofour employees and support a healthy work-life balance.