Operations Manager

Ketchum,  Enterprise, OR, United States | Posted on 09/19/2026

A full-service Certified Public Accounting and advisory firm licensed in Idaho and Oregon, Perry and Associates offers its clients accounting expertise with an individualized approach — the capabilities of alarger company with the personal service of a boutique firm. We go to great lengths to ensure we are always there for our clients. From professional to personal accounting needs, our mission is to be an expert advisor, and atrusted friend throughout the process.
Perry and Associates has earned a reputation for exceptional work, responsive service, and a down-to-earth philosophy. We love what we do —empowering our clients’ long-term success with proactive, effective accounting as well as sound financial advice. We draw from years of specialized expertise to provide a full range of professional accounting, advisory, and tax services for individuals and businesses in need of accurate advice and financial confidence.

POSITION SUMMARY

The Operations Manager is the firm’s operational hub, ensuring seamless day-to-day operations, consistent administrative processes, and exceptional client and employee experience. This role oversees office operations, client onboarding, workflow coordination, billing administration, technology systems, and internal business support while partnering closely with leadership to advance strategic initiatives and maintain the organized, responsive environment that defines the firm’s service.

Position is in-office, either in Ketchum, Idaho or Enteprise, Oregon.

KEY RESPONSIBILITIES

• Manage daily office operations to keep the workplace organized,productive, and efficient.
• Serveas the first point of contact for clients, visitors, prospects,and incoming communications.
• Ownand improve client onboarding, including engagement letters,intake, document collection, portal setup, and communication workflows.
• Coordinate calendars, meetings, appointments, schedules, and firm events.
• Maintain firm records, client files, confidential documents, and administrative systems in line with policies and requirements.
• Track workflow systems and administrative deadlines to support project visibility, capacity planning, and resource needs.
• Supportteams with project administration, workflow coordination, document processing, and deadline tracking.
• Serveas administrator or key user for practice management, document management, client portal, workflow, and operational technology platforms.
• Coordinate with external vendors, consultants, and providers for technology,facilities, and office support.
• Oversee office supplies, equipment, facilities, vendors, and general workplace operations.
• Assist with invoicing, billing, accounts receivable follow-up, payment processing, collections support, and related financial administration.
• Monitor administrative budgets, vendor contracts, subscriptions, and operating expenses.
• Support employee orientation and ensure new team members have the toolsand resources needed to succeed.
• Develop,document, and improve office procedures, administrative workflows,and operational best practices.
• Support leadership with special projects, strategic initiatives, and operational improvements.
• Promote compliance with firm policies, confidentiality, data security, and operational standards.

SUCCESS IN THIS ROLE

The successful candidate:

• Createsa polished, professional, and memorable client experience.
• Keepsthe office is organized, efficient, and service-ready.
• Completes client onboarding accurately, promptly, and consistently.
• Drives firm deadlines and workflow priorities through proactive coordination and follow-through.
• Maintains accurate systems, records, and processes with minimal errors.
• Handles confidential information with sound judgment, discretion,…