Operations Manager – Firm Workflow & AI-Driven Efficiency

JoB Training & Coaching; Center Square (PA); Presencial; USD 65 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

PTO 10–15 days

3% Simple IRA employer match

Medical benefits $300 monthly

Medical coverage available

6 paid holidays

Business casual environment

Resumo da oferta

JoB Training & Coaching is seeking a proactive Firm Administrator / Firm Operations Manager to lead administrative operations, client workflow, staffing, production tracking, technology, and process improvements. The role focuses on turning onboarding into timely, billable delivery while enhancing controls and productivity.

The ideal candidate will partner with leadership, tax professionals, bookkeepers, IT providers, and vendors to implement efficient systems and AI-enabled workflows with

Qualificações

• Bachelor's degree in Business, Accounting, Finance, Operations, or a related field.
• Experience in firm administration, operations, workflow management, or professional services.
• Familiarity with automation, AI tools, or technology-enabled process improvement is highly desirable.

Responsabilidades

• Oversee workflow across tax preparation, bookkeeping, accounting, tax resolution, and notice response services.
• Track client engagements, deadlines, budgets, open items, and billing status.
• Supervise administrative staff and coordinate workloads and onboarding.

Formação académica

Bachelor's degree in Business, Accounting, Finance, Operations, or a related field

Descrição da oferta de emprego

JoB Training & Coaching is seeking a proactive Firm Administrator / Firm Operations Manager to lead administrative operations, client workflow, staffing, production tracking, technology, and process improvements. The role focuses on turning onboarding into timely, billable delivery while enhancing controls and productivity.

The ideal candidate will partner with leadership, tax professionals, bookkeepers, IT providers, and vendors to implement efficient systems and AI-enabled workflows with