Operations & Workflow Lead (Tax & Accounting)

Cephas Consultancy Services Private Limited; Ambler (Montgomery County); On-site; USD 90,000 - 120,000; Full time

Job summary

Cephas Consultancy Services Private Limited in Ambler, PA seeks a Firm Operations Manager to orchestrate workload across tax, bookkeeping, and related services. You will supervise administrative staff, align resource allocation, and ensure timely delivery of engagements.

You will drive process improvements, implement automation, and coordinate with leadership on budgeting, client onboarding, and reporting. This role demands strong organizational skills and oversight of firm-wide operations.

Qualifications

• Experience leading administrative teams and coordinating client engagements.
• Proven ability to optimize workflows and meet deadlines.
• Strong familiarity with tax, accounting, and client service processes.

Responsibilities

• Oversee workflow across tax preparation, bookkeeping, and tax resolution services.
• Monitor client engagements, due dates, budgets, and staff assignments.
• Develop and implement workflow checklists and routing rules.
• Coordinate with leadership to balance workloads and manage capacity.
• Produce weekly production reports for partners and managers.
• Lead onboarding, billing support, and client communications.

Skills

Workflow management

Process improvement

IT systems

AI workflow

Staff coordination

Tools

Practice management software

Tax software

Document management system

E-signature tools

Client portal

Job description

Cephas Consultancy Services Private Limited in Ambler, PA seeks a Firm Operations Manager to orchestrate workload across tax, bookkeeping, and related services. You will supervise administrative staff, align resource allocation, and ensure timely delivery of engagements.

You will drive process improvements, implement automation, and coordinate with leadership on budgeting, client onboarding, and reporting. This role demands strong organizational skills and oversight of firm-wide operations.