Operations & Workflow Manager, Tax & Accounting Automation

Virtual Hire Staffing; Ambler (Montgomery County); On-site; USD 65,000 - 95,000; Full time

Job summary

Virtual Hire Staffing seeks an organized Operations & Workflow Manager for an accounting firm. You will oversee production across tax, bookkeeping, and tax resolution, lead the administrative team, and drive smarter processes through technology and AI tools.

You will manage client intake to billing, set milestones, and coordinate with IT and vendors to implement automation while safeguarding data privacy.

Qualifications

• Bachelor's degree in accounting or business is required.
• Experience in accounting, tax, or CPA firm environment is preferred.
• Strong background in workflow management, operations, or administrative leadership.
• Comfort with practice management and tax software; interest in automation and AI tools.

Responsibilities

• Oversee firm workflow across tax, bookkeeping, tax resolution, and notice response.
• Track active engagements: status, deadlines, budgets, and billing; manage milestones.

Skills

Workflow management

Team leadership

Process improvement

Communication

Budget management

Education

Bachelor's degree in accounting or business

Tools

Practice management software

Tax software

Job description

Virtual Hire Staffing seeks an organized Operations & Workflow Manager for an accounting firm. You will oversee production across tax, bookkeeping, and tax resolution, lead the administrative team, and drive smarter processes through technology and AI tools.

You will manage client intake to billing, set milestones, and coordinate with IT and vendors to implement automation while safeguarding data privacy.