Operations Specialist

Bland & Associates, Inc. (BAI); Omaha (NE); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Award Winning Culture

Flexible work

Benefits incl. ESOP

Leadership program BLING

People-First Leadership

Job summary

Bland & Associates, Inc. (BAI) in Omaha, NE is seeking an Operations Specialist to join our on-site team and support the Audit, Tax, Client Accounting, & Advisory Services departments.

You will help keep client workflows organized, accurate, and moving forward, from onboarding through ongoing service and offboarding, while protecting confidential information. Ideal candidates have at least one year in an administrative/operations role, strong communication and billing skills, and familiarity

Qualifications

• 1+ year in an administrative or operations role; CPA firm experience preferred.
• Strong client service skills with professional communication and billing experience.
• Excellent organizational skills; able to manage deadlines and multiple systems.
• Familiarity with accounting software (QuickBooks, NetSuite, CCH Axcess, CaseWare, Box).

Responsibilities

• Client onboarding and relationship support end-to-end.
• Billing and invoicing support for assigned department.
• Operations and team support, keeping client records organized.
• Process and systems support using Practice ERP and workflow improvements.

Skills

Knowledge

Client service

Administrative & technical skills

Background check

Tools

QuickBooks

NetSuite

CCH Axcess

CaseWare

Box

Job description

Are you ready to make a bold move by joining Nebraska’s first Employee-Owner (ESOP) CPA Firm? That’s only the beginning of what’s different about our culture. Bland is a group of enthusiastic employee-owners who love what they do and enjoy working with the unique challenges our clients bring.

Our recent growth has led to a new opportunity for an Operations Specialist to support one of our core service departments: Audit, Tax, Client Accounting, & Advisory Services. In this role, you will play a key part on our Operations Team and be hands‑on in keeping client workflows organized, accurate, and moving forward. Must be able to work on‑site Monday-Friday 8-5pm.

OUR PERKS

• Award Winning Culture: “Best Place to Work”, “Excellence in Firm Culture”, “Best CPA Firm for Women and Best CPA Firm for Equity Leadership”.
• Work / Life Balance: Flexible work environment, unlimited paid time off, dress for your day!
• Benefits: Excellent benefits, including ESOP and additional retirement plan options.
• Growth Opportunities: 18‑month internal leadership program (BLING), Staff Advisory Board, Bland Cares, and cross‑functional training opportunities mean your voice matters!
• People-First Leadership: An environment where leaders are approachable, empathetic, authentic, and invested in the success and well‑being of every team member.

YOUR ROLE

• Client Onboarding & Relationship Support: Support clients from onboarding through ongoing service and offboarding. Gather documentation, set up systems, and help new clients understand their contacts and next steps. Maintain regular communication, coordinate requests, and follow up on outstanding items throughout each engagement. When clients leave, coordinate records, final deliverables, billing, and removal of system access while protecting confidential information.
• Billing & Invoicing Support: Assist with invoicing and billing for your assigned department. Review time entries, generate invoices, and help monitor accounts receivable. Support timely and accurate billing during peak periods.
• Operations & Team Support: Serve as a primary point of contact for client operational questions within your department. Maintain organized, accurate client records and documentation. Assist other Operations Team members during high‑volume periods. Help track deadlines, coordinate projects, and support department workflows.
• Process & Systems Support : Use Practice ERP for project tracking, time entry, billing, and reporting. Identify opportunities to improve workflows and document standard processes. Participate in weekly team meetings and quarterly planning sessions.

YOUR SKILLS

• Knowledge: Possess at least 1 year of experience in an administrative or operations position such as an Administrative Assistant, Office Assistant, Operations Assistant, Logistics Coordinator, or similar role. Experience in a CPA firm or professional services environment preferred.
• Client Service: Comfortable initiating phone calls, asking thoughtful questions, and handling client concerns and billing conversations with warmth and professionalism. Takes ownership of follow-up, uses sound judgment about when to involve others, and balances relationship‑building with accurate, timely completion of routine administrative tasks.
• Administrative & Technical Skills: Strong organizational skills and attention to detail. Comfortable working in multiple systems and learning new technology. Clear, professional written and verbal communication skills. Ability to manage deadlines and shifting priorities. Familiarity with accounting or tax software (QuickBooks, NetSuite, CCH Axcess, CaseWare, Box, etc.) and basic understanding of accounting or business operations preferred.
• Candidates must pass a background check as part of the hiring process. Performance is evaluated based on the proficiency and effectiveness of task completion, including the quality of work, application of performance, accounting knowledge, and the ability to meet time constraints.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.