Director of Operations - South Florida
About The Position
We are seeking a strategic and results-driven Director of Operations to lead and optimize operations within our growing CPA firm. The Director of Operations is responsible for overseeing the firm’s day-to-day operational functions to ensure efficiency, profitability, and scalability. This role works closely with firm leadership to implement strategic initiatives, improve internal processes, manage administrative teams, and drive operational excellence across all departments, including tax, audit, advisory, and client services. The ideal candidate is a strong leader with experience in professional services, preferably within a CPA or accounting firm, who understands workflow management, budgeting, compliance, and performance metrics.
Requirements
- Bachelor’s degree in Business Administration, Accounting, Finance, or related field (MBA preferred)
- 7+ years of operational leadership experience, preferably in a CPA or professional services firm
- Strong understanding of accounting firm workflows (tax, audit, advisory)
- Experience with practice management software and ERP systems
- Proven ability to manage budgets and performance metrics
- Exceptional leadership, communication, and organizational skills
Responsibilities
- Operational Leadership
- Oversee daily operations of the firm to ensure efficiency and consistency across departments
- Develop and implement operational policies, procedures, and best practices
- Monitor workflow management for tax, audit, and advisory engagements
- Identify process improvement opportunities to increase productivity and reduce bottlenecks
- Ensure operational alignment with firm goals and strategic initiatives
- Financial & Performance Management
- Oversee firm budgets in coordination with partners
- Monitor KPIs including realization, utilization, billable hours, and profitability
- Analyze financial performance and recommend operational adjustments
- Assist with forecasting, capacity planning, and resource allocation
- Systems & Technology Oversight
- Oversee practice management systems (ERP), workflow tools, document management systems, and billing platforms
- Lead implementation of new software and operational technology solutions
- Ensure data accuracy and reporting integrity across systems
- Improve automation and efficiency through technology optimization
- Compliance & Risk Management
- Ensure operational compliance with regulatory and professional standards
- Maintain internal controls and quality assurance procedures
- Oversee engagement tracking, documentation standards, and firm policies related directly to operations
- Client Experience & Service Standards
- Ensure consistent client service standards across departments
- Monitor turnaround times and service metrics
- Address operational issues that impact client satisfaction
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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What This Job Offers
Job Type
Full-time
Career Level
Director
