Workflow & Administrative Operations Lead

Compass Business Solutions Inc; Pittsburgh (Allegheny County); On-site; USD 70,000 - 95,000; Full time

Job summary

H2R CPA, a Western Pennsylvania accounting firm, seeks a Workflow and Administrative Supervisor to lead the back-office administrative team, ensure tasks are prioritized and completed on time, and optimize workflows in alignment with tax and A&A deadlines.

The role serves as a liaison between Leadership and staff, overseeing workflow systems such as CCH Axcess, Engagement, Microsoft 365, and SharePoint, while driving automation and best practices across the team.

Qualifications

• Bachelor's or associate degree in business/related field; relevant experience may substitute.
• 5+ years in operations, project management, administration, or workflow management.
• Experience leading administrative/operational processes.
• Experience automating manual processes.
• Experience with project management or operational excellence programs.
• Strong customer service experience.

Responsibilities

• Supervise and direct day-to-day administrative team activities across Tax and A&A service lines.
• Assign and coordinate tasks based on deadlines, capacity, and volume across departments.
• Monitor turnaround times and backlogs; redistribute work to resolve bottlenecks and escalate workflow exceptions.
• Coordinate with partners, managers, and staff to manage dependencies and keep engagements moving.
• Maintain workflow status, routing, assignments, and due dates across practice management and workflow systems.
• Identify manual steps and opportunities to improve workflow; analyze root causes and recommend improvements.
• Provide hands-on backup during staff absences and peaks; maintain core administrative knowledge.
• Drive software utilization, automation, and best practices; coordinate trainings.
• Troubleshoot software/workflow issues and liaise between users, IT, and vendors.
• Prepare and distribute reports on due dates, production metrics, backlogs, and capacity.
• Provide onboarding and coaching to ensure SLA adherence; review cross-department procedures and documentation.
• Oversee intake, document processing, and e-file tracking across service lines.
• Coordinate year-end/seasonal rollouts and department calendars.

Skills

Workflow management

Administrative leadership

Operations coordination

Process improvement

Project management

Customer service

Education

Associate's/bachelor's degree in business/related field

Tools

CCH Axcess Workflow

Engagement

Microsoft 365

SharePoint

Job description

H2R CPA, a Western Pennsylvania accounting firm, seeks a Workflow and Administrative Supervisor to lead the back-office administrative team, ensure tasks are prioritized and completed on time, and optimize workflows in alignment with tax and A&A deadlines.

The role serves as a liaison between Leadership and staff, overseeing workflow systems such as CCH Axcess, Engagement, Microsoft 365, and SharePoint, while driving automation and best practices across the team.