Manager, Billing and Receivables

Ascend Partner Firms•Miami, FL

12d

About The Position

The Manager of Firm Operations owns the processes, systems, data, and reporting that support KSDT’s operations. The role standardizes work across departments and service lines, administers core firm systems, and provides performance reporting to help partners manage their practices. Approximately 20% of the role is dedicated to special projects that advance firm priorities. Reporting to the Chief Growth Officer, this is a hands-on position focused on improving how work is done. The manager works with partners and staff at all levels, applies AI and automation to reduce manual effort in recurring work, and helps develop an operating model that can scale with the firm’s growth. The position is based around the Miami office, with a preference for South Florida candidates; out-of-state candidates will also be considered. KSDT is an accounting and tax firm that recently partnered with Ascend. The company describes its culture as fun and creative, with an emphasis on work-life balance, career advancement, mentorship, and professional development. KSDT provides equal employment opportunity and reasonable accommodations as described in the posting.

Requirements

Bachelor’s degree in accounting, finance, business, information systems, or a related field.
At least 5 years of experience in operations, practice management, finance, or analytics in a CPA or professional services firm.
Demonstrated experience mapping, documenting, and standardizing workflows and owning recurring processes end to end.
Advanced Excel proficiency and comfort building dashboards from different data sources.
Strong working comfort with AI tools and an instinct to use them to work faster and smarter.
Clear and direct communication skills, including the ability to explain what is changing, why it matters, and what people need to do differently.

Nice To Haves

Experience administering practice management, engagement letter, billing, or client portal systems.
Familiarity with CCH Axcess is strongly preferred.
Being based in South Florida and able to work from the Miami office is preferred; out-of-state candidates will be considered.

Responsibilities

Own core operating workflows end to end, including the client lifecycle, employee onboarding and offboarding, and tax busy-season production.
Identify bottlenecks, recurring errors, and operational risks; design practical fixes and guide them through adoption.
Standardize procedures, forms, and templates across departments and service lines; maintain standard operating procedures and train staff.
Improve workflow designs and automate recurring work to remove manual steps.
Administer core systems, including practice management, client portal, and engagement letter platforms, and serve as the firm’s subject matter expert on their use.
Configure systems to support intended workflows and maintain accurate, consistent client, staff, and engagement data across platforms.
Keep staff access and settings current for new hires, departures, and role changes.
Apply AI and automation to operational workflows and support adoption of existing roadmap improvements.
Manage software licenses and coordinate technology requests with IT.
Produce and continually automate weekly and monthly performance reporting, including dashboards, scorecards, and key performance indicators.
Give partners and engagement teams visibility into work in process, receivables, project budgets, and deadlines; work with the billing team on at-risk balances.
Analyze project delivery, profitability, and staff capacity.
Support leadership meeting cadence by tracking priorities and action items through completion.
Support key operational initiatives, ensuring project management, timelines, and accountability.
Support the operational integration of newly joined teams, offices, and practices into the firm’s systems, workflows, and reporting standards.