Practice Operations Manager – CPA Firm

Oversee workflow, production, and administrative coordination for a busy accounting and tax practice, ensuring client work moves efficiently from onboarding through billing and delivery. Prepare weekly and seasonal production reports, balance workloads, and reassign tasks while maintaining visibility over active engagements, deadlines, and billing readiness. Standardize procedures to reduce rework, train staff on firm systems and automation tools, and implement internal controls for client intake and project closeout. Support onboarding of administrative personnel, coordinate schedules, and monitor billing status, collections, and budget variances. Manage practice-management software, tax software, and document systems, serving as an internal lead for automation and AI-enabled workflow tools.