Operations Manager

CPA Solutions, LLC

Remote

We are seeking an experienced Operations Manager who is passionate about working with a high growth CPA firm that is on the cutting edge of advanced proactive wealth and tax strategy development and implementation. We specialize in helping clients minimize their tax liability to $0, and consider ourselves a new era Tax and Accounting firm that follows the Wealth Ability Playbook. As a member of our team, you will work directly with clients and our Tax Advisors helping them maximize their tax savings and gain a greater understanding of their overall financial well-being.

CPA Solutions is a fully remote and Work From Home (WFH) Firm which offers some great benefits and unique challenges. We love to meet candidates excited about driving operational excellence in a modern working environment.

At CPA Solutions, LLC, our team members love working with us. Our flexible work environment allows them to work from home and balance their busy lifestyles. Things like not driving through snowstorms and spending time with their families or creating opportunities for growth and development, and allowing them to train and work with our clients on different wealth strategies just be a numbers machine.

Unlike traditional CPAs, who are often the bearers of bad news when it comes to taxes, at CPA Solutions, we solve complicated tax problems, turning them into wealth generating opportunities, resulting in happy clients.

One of the things that our team members enjoy the most about working at CPA Solutions, LLC is the opportunity to help entrepreneurs achieve financial freedom. They get to work closely with business owners, who are the backbone of our country. By helping their clients achieve their financial goals and not get crushed with taxes, our team members get to see real tangible results creating a positive impact on their lives and business.

Moreover, at CPA Solutions, LLC, we foster a culture of open communication, and our team members can easily communicate with each other and leadership. If they need assistance or guidance, it's always available, making their job much more manageable.

Key Responsibilities:

The Sr. Operations Manager will be executing and leading a team of Operations and Administrative personnel to drive these areas of the business:

Managing client workflow process to collect engagement letters, invoicing client documents, scheduling meetings, coordinating deadlines, collecting signatures and verifying all documentation is complete to ensure that our Tax Advisors can spend their time consulting with clients

Develop and enhance our process and procedures to accommodate challenges associated with a fast growth firm

Overseeing day-to-day operations and managing the firm's financial aspects

Managing the firm's recruiting efforts, human resources, policies, and procedures to ensure compliance with laws and regulations

Developing and implementing marketing strategies to identify new business opportunities

Managing the firm's technology infrastructure to ensure it is up-to-date with the latest technology trends

Working with partners to develop and implement long-term strategic plans for the firm

Preferred Prior Experience (not required):

Experience leading operations and administrative teams for a professional services organization with strong preference with working in a CPA Firm, or Law Firm.

Experience leading a company through fast growth

Experience with growth through acquisition

We pride ourselves on being a flexible, collaborative, and laid-back company with great working partnerships and a team environment. We offer leadership development programs for those interested in elevating their career and value work/life balance as a culture, even keeping our busy season hours reasonable. If you are passionate about working with a team helping clients minimize their tax liability and are looking for a challenging and rewarding career opportunity with a high growth firm, we encourage you to apply today.

Join our team at CPA Solutions, LLC, and experience a flexible, supportive work environment that allows you to grow, develop and achieve your professional goals while making a positive impact on our clients' businesses and personal financial health.

To learn more about our firm and the Wealth Ability Playbook, please visit our website at https://www.cpaso.com/ and https://wealthability.com/.

We are an equal opportunity employer and welcome all qualified candidates to apply.