Operations Manager

Distinct | North America; McKinney (TX); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

Health Insurance

401(k)

PTO and paid holidays

Hybrid working

Reduced hours during summer/holidays

Professional development support

Job summary

Distinct | North America in McKinney, TX is seeking an Operations Manager to own the operational side of the CPA firm, sitting at the center of tax, accounting, advisory, admin, and leadership teams. You will manage workflows, deadlines, onboarding, billing, and internal processes, and help design templates and checklists.

You'll also own the client journey from onboarding to established relationships.

Qualifications

• 3–5 years of experience in practice operations, client service, office management.
• Proficiency with QuickBooks.
• Experience with a practice management system.
• Ability to own deadlines, follow up with clients and staff, and organize multiple moving parts.
• Comfort taking ownership and driving improvements.

Responsibilities

• Manage workflow across the firm and monitor work and deadlines.
• Oversee onboarding, billing, and internal processes.
• Coordinate operational setup around tax season and organize returns.
• Identify process inefficiencies and help build templates, checklists, and workflows.
• Own the client journey from onboarding to established relationships.
• Track WIP, accounts receivable, utilization, turnaround times, and billing.
• Support bookkeeping, billing, time tracking, reconciliations, and reporting.
• Provide leadership with operational insights across the practice.

Skills

Practice operations

Client service

Office management

Tools

QuickBooks

Practice management system

Job description

Operations Manager | CPA Firm | McKinney, TX | Hybrid

If you are the person who naturally keeps things moving, spots problems before they become bottlenecks, and brings structure to a busy professional services environment, this could be a very good next step.

We are representing a growing CPA and advisory firm in McKinney TX that is looking for an Operations Manager to take ownership of the operational side of the practice.

This is not a traditional office manager position. You will sit at the centre of the firm, connecting the tax, accounting, advisory, admin, and leadership teams and making sure deadlines, client onboarding, billing, workflow, and internal processes stay on track.

The firm changing some of their systems & processes in September, so this is also a chance to have a meaningful role in improving how the practice operates rather than simply maintaining existing processes.

What the role looks like

A big part of the position is practice management.

You will help manage workflow across the firm, assign and monitor work, keep visibility over deadlines, and make sure files do not sit untouched during busy periods.

Around tax season, you will coordinate the operational setup behind the work, including rolling returns forward, preparing organizers, assigning work, monitoring e filing progress, and helping ensure completed returns are properly assembled before reaching clients.

You will also have the opportunity to improve the systems behind that work. The firm wants someone who can look at a process, identify where time is being lost, and help build better templates, checklists, and workflows.

You will also own much of the client journey

You will help take new tax, accounting, and advisory clients from initial onboarding through to becoming fully established with the firm.

That includes gathering documentation, coordinating QuickBooks access, confirming services, setting clients up internally, and making sure they are connected with the right accountant or bookkeeper.

You will also be a point of contact for existing clients when documents are outstanding, billing questions arise, or administrative filings need to be completed.

The aim is simple: clients should always know what is happening next, and the accounting team should have what they need to do their jobs.

There is a financial and operational side too

You will work with QuickBooks and support internal bookkeeping, billing, collections, time tracking, reconciliations, and reporting.

You will also help leadership understand what is happening across the practice by tracking areas such as WIP, accounts receivable, utilization, turnaround times, billings, and realization.

For someone who enjoys turning operational data into practical decisions around capacity, staffing, and workflow, there is plenty of scope to make an impact.

Who this could suit

You will likely have around 3 to 5 years of experience in practice operations, client service, office management, or a similar role within public accounting or another professional services environment.

You should be comfortable using QuickBooks and have experience with a practice management system, or something comparable.

More importantly, you should be someone who is comfortable taking ownership. The firm needs a person who can manage deadlines, follow up with clients and staff, solve day to day operational issues, and keep multiple moving parts organized without needing constant direction.

Why consider it?

This could be a strong move if you enjoy public accounting but want a broader position than a purely administrative or bookkeeping role.

You will have visibility across the entire practice, regular interaction with leadership, and the opportunity to influence how the firm operates as it grows and introduces new systems.

The package includes:

Base salary from $65,000, depending on experience, plus incentive potential

Seasonal performance bonus linked firm performance

Health insurance

401(k)

PTO and paid holidays

Hybrid working, structured around the demands of the season

Reduced hours during summer and holiday periods

Support toward relevant professional development

Location: McKinney, Texas

Schedule: Full time, hybrid

If your background sits somewhere between accounting operations, client service, and practice management, and you want a role where you can genuinely improve how a CPA firm runs, this is worth a conversation.