Operations Manager CPA Firm

I-Tech Resources Inc.
  • Jacksonville, FL
  • Instant Apply
Today

Job Description

A growing Jacksonville CPA firm is seeking a hands-on Operations Manager to make its processes, systems, and day-to-day operations work better. You'll partner with firm leadership and teams across tax, accounting, advisory, and administration to turn operational challenges into practical solutions.

This role is a strong fit for someone who enjoys building structure, leading projects through completion, and helping people adopt better ways of working. The firm offers a collaborative, family-oriented environment where leadership welcomes feedback and new ideas.

What you'll do

  • Evaluate workflows, improve handoffs, and reduce duplicate work across departments.
  • Create and maintain standard operating procedures, process maps, checklists, and internal controls.
  • Lead operational improvement and AI initiatives from assessment through implementation, training, and follow-up.
  • Manage professional service vendors, including technology, telecommunications, facilities, insurance, and benefits providers. Coordinate selection, renewals, service reviews, and issue resolution.
  • Lead business software implementations and integrations, including requirements gathering, testing, data migration coordination, training, and adoption.
  • Serve as an internal resource for Firm360 and other workflow, document management, communication, and productivity systems.
  • Track hardware, software, subscriptions, user access, vendors, renewal dates, and key contract terms.
  • Develop useful metrics and dashboards for capacity, turnaround times, bottlenecks, vendor performance, and project progress.
  • Coordinate employee onboarding and offboarding across technology, equipment, training, and documentation.
  • Safeguard confidential employee, financial, firm, and client information.

What you bring

  • At least 5 years of experience in business operations, professional services administration, project management, systems implementation, or a related field.
  • A track record of developing SOPs and improving workflows across teams.
  • Experience managing vendors, contracts, renewals, and service expectations.
  • Experience implementing business software and helping employees use it effectively.
  • Strong project management, business writing, communication, and training skills.
  • Proficiency with Microsoft 365 and cloud-based business applications.
  • Sound judgment, attention to detail, and the ability to manage competing priorities.

A bachelor's degree in business, operations, information systems, or a related field is preferred. Experience in a CPA firm or another professional services setting is also preferred. Familiarity with Firm360, QuickBooks, Google Workspace, CRM platforms, or workflow automation tools is a plus.

Benefits

  • Bonus and commission programs
  • Flexible work hours
  • Company-paid professional development
  • Unlimited PTO
  • Medical, dental, and vision insurance
  • 401(k) with matching

Numbers & Facts

LocationJacksonville, FL

Skills

  • Artificial Intelligence (AI)unmatched
  • Automationunmatched
  • Business Operationsunmatched
  • Business Solutionsunmatched
  • Business Writingunmatched
  • Certified Public Accountant (CPA)unmatched
  • Cloud Computingunmatched
  • Communication Skillsunmatched
  • Communication Systemsunmatched
  • Contract Managementunmatched
  • Customer Relationship Management (CRM)unmatched
  • Data Migrationunmatched
  • Dental Insuranceunmatched
  • Detail Orientedunmatched
  • Document Managementunmatched
  • Documentationunmatched
  • Information Technology & Information Systemsunmatched
  • Intuit Quickbooksunmatched
  • Leadershipunmatched
  • Metricsunmatched
  • Microsoft Product Familyunmatched
  • Onboardingunmatched
  • Operational Improvementunmatched
  • Operations Managementunmatched
  • Operations Processesunmatched
  • Problem Solving Skillsunmatched
  • Professional Servicesunmatched
  • Project/Program Managementunmatched
  • Reporting Dashboardsunmatched
  • Requirements Managementunmatched
  • Standard Operating Procedures (SOP)unmatched
  • Standards Developmentunmatched
  • Tax Accountingunmatched
  • Team Playerunmatched
  • Telecommunicationsunmatched
  • Test Dataunmatched
  • Training/Teachingunmatched
  • Vendor/Supplier Evaluationunmatched
  • Vendor/Supplier Managementunmatched
  • Vision Planunmatched
  • Workflow Analysisunmatched

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