Audit Director – Practice Operations

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🔥 10 minutes ago

🌵 Arizona, Nevada, +3 more states – Remote

🌵 Arizona – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote

💵 $138.4k - $173k / year

⏰ Full Time

🔴 Lead

⚙️ Operations

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REDW Wealth Management

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1997

💸 Finance

🤝 B2B

Finance • B2B

REDW Wealth Management is the wealth management and SEC-registered investment advisory subsidiary of REDW Advisors & CPAs. REDW Advisors & CPAs provides integrated advisory services including financial advising, accounting, tax, valuation, wealth management, corporate finance, cybersecurity, HR consulting, forensic and investigative services, business valuation, audit & assurance, tax services, and advisory for Tribal Nations and other clients. REDW Wealth offers financial planning, wealth management, fee-only fiduciary advisory services, Social Security guidance, and retirement planning; it supports private clients and employer-sponsored retirement plan services. REDW serves national and international clients with multiple offices in the U. S. and emphasizes tailored, integrated financial and tax strategies.

📋 Description

• Lead day-to-day department operations and execute strategies supporting service delivery, department goals, KPIs, and continuous improvement • Monitor workflows, deadlines, service levels, and team output using dashboards and reporting • Partner with leadership to achieve monthly, quarterly, and annual revenue and profitability goals • Monitor revenue, productivity, utilization, realization, margin, turnaround time, and capacity metrics • Oversee revenue projections, scheduling variance, and budget-to-actual reporting • Align pipeline, budgets, billing rates, staffing, and scheduling with projected demand and revenue goals • Lead and support assigned team members by setting expectations, managing workloads and priorities, and promoting accountability • Allocate work effectively, address performance gaps, and implement action plans • Develop staffing plans and compare budgeted staffing needs to actual capacity • Partner with leadership and People Operations on employee relations, performance concerns, coaching needs, and team matters • Support quality assurance and adherence to firm service standards, quality management processes, and legal, regulatory, and professional requirements • Collaborate with department and firm stakeholders to resolve issues, improve coordination, and execute initiatives

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, Business, Operations Management, or a related field • Minimum of 8 years of progressive experience in public accounting, practice operations, professional services operations, or a related leadership role • Public accounting firm experience strongly preferred • Experience with budgeting, KPI reporting, resource planning, workflow management, and operational decision-making in professional services • Experience working cross-functionally with firm leadership, People Operations, Finance, Resource Management, Client Success, and internal stakeholders • Experience using practice management, project management, time management, workflow, reporting, or similar operational systems • Experience leading process improvement, technology adoption, automation, or AI-enabled workflow initiatives • Specific technical knowledge or experience may be required for Tax, Assurance, Client Accounting Services, or other consulting and advisory services • CPA or other applicable professional certification preferred • Experience partnering with Client Success and other client-facing leadership functions preferred

🏖️ Benefits

• Medical, dental, vision, life, disability • 401(k) with match • HSA and FSA options • Flexible PTO + 10 holidays • Monthly wellness reimbursement • Learning platform + credential support • Ongoing development resources • $150 annual WFH allowance • Tech provided • Award-winning workplace • Strong focus on collaboration and inclusion • Commitment to fair and equitable pay practices