Director of Operations - Creative Financial Staffing

About the Company:

Our client is a rapidly growing Public Accounting business who are looking to add a Director of Operations to their team. The company has enjoyed incredible success in the last few years' and are seeking a candidate with or without a Public Accounting background to join their team as they continue their expansion.

Reasons to Work Here:

• Opportunities to grow
• Bonus of up to 5%
• Office based role
• Educational Opportunities
• Team based work environment
• 401(k) with employer contribution; eligible after 1 year of employment
• Health & dental insurance coverage partially paid by employer
• Paid Holidays
• Paid Vacation/Personal Time
• $70,000 - $100,000

As an integral part of the team, the Director of Operations is responsible for ensuring all the trains run on time and the services promised are delivered. The Director of Operations serves as a critical linchpin between the wealth management and accounting and tax services teams.

Strong candidates possess good people management skills, have an operations mind and are committed to continuous process improvement. This individual is able to review reports, analyze data and hold people accountable to ensure top quality client service.

Essential Job Functions:

• Review daily task reports and adjust workloads and workflow as necessary
• Review processes and create appropriate documentation
• Manage and engage in client communication as necessary
• Establish performance goals and conduct semi-annual performance reviews
• Work with human resources to source, interview, on-board and train full-time and seasonal team members
• Evaluate technology solutions and look for ways to best utilize resources for efficiency
• Manage and be accountable to a budget
• Work with senior leadership to execute on the strategic initiatives for the firm and roll out new services and product offerings as needed
• This position is required to work extended hours during tax season from February-April.

Attributes Required:

• Ability to see the end goal, and then reverse engineer the process to get there
• Tactful and motivating communication style and ability to hold others accountable
• Client-first attitude: ability to interact with clients professionally and timely
• Solid mastery of intermediate level MS Excel – including pivot tables, formulas, and macros, preferred
• Proven ability to prioritize and handle multiple tasks efficiently
• Ability to work in a fast-paced environment
• Ability to pick up new technology (current applications used: Thompson Reuters – Practice Management and Ultra Tax, QuickBooks Desktop, Redtail CRM, MS Office)
• Upbeat, smart, resourceful, solution-oriented
• Attention to detail, analytical thinking, and problem-solving abilities

Desired Experience:

• Bachelor's degree in Business Administration, Operations, Finance, or a related field. Advanced degree or relevant certifications (e.g., CPA, CFA) not required
• Proven experience in operations management within a professional services business required, operations experience in a tax and accounting firm and/or wealth management setting is preferred, but not required
• Working knowledge of tax regulations, accounting principles, and wealth management practices preferred, or possess a strong curiosity and willingness to learn Excellent leadership, communication and interpersonal skills:

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