Accounting Firm Operations Manager, Part-Time

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Whittle Strategic Accounting

WebsiteLinkedInAll Job Openings

1 - 10 employees

⚖️ Legal

🛡️ Insurance

💼 Consulting

Legal • Insurance • Consulting

Whittle Strategic Accounting is a comprehensive accounting firm that aims to redefine the traditional accounting model through exceptional client service and a personalized approach. The company partners with both businesses and nonprofits to help them achieve their financial and operational goals by providing services such as strategic planning, bookkeeping, and CFO consulting. Whittle Strategic Accounting emphasizes building strong relationships with clients, proactively identifying potential issues, and acting as a trusted resource in their financial journey.

📋 Description

• Oversee and continually improve firm processes, policies, and workflows for client service delivery. • Coordinate client onboarding to ensure efficient, positive experiences. • Implement and monitor tools and software for optimal workflow and data security. • Maintain compliance with industry standards and firm protocols. • Recommend and support the adoption of new technology and processes to enhance efficiency. • Troubleshoot operational or workflow issues as they arise, escalating as needed. • Coordinate regular evaluation of systems and apps utilized by the firm to ensure proper billing and utilization of these systems. • Supervise external IT relationships and ensure the highest standards of data integrity, innovation and integration. • Track and report on key operational metrics (e.g., turnaround times, team deadlines, process improvements). • Assist in maintaining high-quality standards across deliverables and client communications. • Champion a positive, inclusive, and high-engagement team culture. • Plan, schedule, and facilitate regular team meetings, ensuring agendas are clear and outcomes are actionable. • Coordinate and monitor professional development activities and continuing education compliance for all team members. • Organize and manage logistics for the annual team retreat, including planning activities aligned with team-building and strategic goals. • Develop and implement team engagement initiatives (e.g., recognition programs, surveys, team challenges) to foster motivation, collaboration, and well-being. • Coordinate with service team on client renewals, engagement letters, and fee schedules. • Support the client services team in managing communications and addressing operational questions or concerns. • Lead or participate in internal training on new processes, software, and client service strategies. • Gather team feedback on workflows and recommend changes for enhanced performance and satisfaction. • Serve as a personal assistant to the Managing Partner, providing proactive scheduling and calendar management. • Monitor, organize, and respond to emails on behalf of the firm owner as directed, ensuring timely communication. • Coordinate meetings, appointments, and travel arrangements. • Prepare correspondence, meeting agendas, and routine communications as needed. • Assist with special projects and confidential tasks at the discretion of the firm owner.

🎯 Requirements

• Bachelor’s degree in business, operations, or related field preferred • 3+ years of relevant experience, preferably in an accounting/bookkeeping or professional services setting • Strong organizational, communication, and project management skills • Familiarity with accounting or bookkeeping workflows and cloud-based software (e.g., QuickBooks Online, workflow management tools) • Experience planning team activities, meetings, or retreats • Demonstrated ability to promote a positive, collaborative team culture • High integrity and respect for confidentiality • Self-motivated, able to work independently and manage multiple priorities.

🏖️ Benefits

• Mission-Driven Work: Help businesses and nonprofits achieve their goals through expert financial guidance. • Supportive Team Culture: Collaborate with dedicated professionals in an inclusive, growth-oriented firm. • Flexibility: Remote, part-time role (20-25 hours/week), offering work-life balance and autonomy. • Engagement and Growth: Enjoy a culture that values feedback, celebrates achievements, and invests in professional development.