Firm Operations Manager

KSDT•Sunrise, FL

About The Position

The Manager of Firm Operations owns the processes, systems, data, and reporting that keep KSDT running. This hands-on role standardizes operations across departments and service lines, administers core firm systems, and provides performance reporting that partners use to run their practices. Approximately 20% of the role is dedicated to special projects that advance firm priorities. Reporting to the Chief Growth Officer, the manager works directly with partners and staff at every level, improves operational processes, and uses AI and automation to reduce manual work. The role also supports development of an operating model that can scale as the firm grows. The position is based in Miami, Florida; candidates in South Florida who can work from the Miami office are preferred, and out-of-state candidates will be considered.

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 using 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.
Experience administering practice management, engagement letter, billing, or client portal systems.

Nice To Haves

Familiarity with CCH Axcess is strongly preferred.
Based in South Florida and able to work from the Miami office; out-of-state candidates will also be considered.

Responsibilities

Own core firm 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 ensure they are adopted.
Standardize procedures, forms, and templates across departments and service lines; maintain standard operating procedures and train staff.
Improve workflow designs and implement automation to remove manual steps from recurring work.
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 desired workflows and maintain accurate, consistent client, staff, and engagement data across platforms.
Keep staff access and system settings current for new hires, departures, and role changes.
Apply AI and automation to operational workflows and support adoption of existing improvements on the roadmap.
Manage software licenses and coordinate technology requests in partnership with IT.
Produce and continually automate weekly and monthly performance reporting, including dashboards, scorecards, and key performance indicators.
Provide 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 the leadership meeting cadence by tracking priorities and action items through completion.
Support execution of key operational initiatives through project management, timelines, and accountability.
Support operational integration of newly joined teams, offices, and practices into the firm’s systems, workflows, and reporting standards.