Firm Operations & Client Services Manager

Job Overview

We are seeking a highly organized and proactive Firm Operations & Client Services Manager to support the day-to-day operations of our growing public accounting firm. This role blends project management, office leadership, administrative oversight, and executive support, serving as a key partner to firm leadership.

The ideal candidate thrives in a fast-paced, professional services environment and has the ability to manage priorities across client service delivery, internal operations, and leadership support.

• Project & Workflow Management
• Lead and manage internal firm projects (process improvements, system implementations, seasonal initiatives)
• Coordinate deadlines and workflows across tax, audit, and accounting services teams
• Monitor project progress, identify bottlenecks, and drive accountability
• Implement and maintain project tracking tools, dashboards, and reporting

• Administrative & Client Service Support
• Ensure accurate and timely processing of client deliverables (reports, filings, correspondence)
• Assist with CRM/database management and data integrity
• Support billing and collections coordination with accounting/partners
• Maintain and improve operational processes and procedures

• Executive Support
• Provide direct support to Managing Partner and leadership team
• Prepare regular project status reports for firm leadership
• Assist with strategic initiatives and special projects
• Act as a liaison between leadership and staff to ensure alignment and follow-through

• Process Improvement & Firm Growth Initiatives
• Identify opportunities to streamline workflows and improve efficiency
• Drive adoption of new tools, technologies, and best practices
• Help develop scalable processes as the firm grows

• Bachelor’s degree in business, Management, Accounting, Finance, or a related field
• 4+ years of project management experience, preferably in a professional services or CPA firm environment
• Strong organizational and time management skills with the ability to manage multiple priorities
• Excellent communication and interpersonal skills
• Proficiency in project management and workflow tools (e.g., practice management software, Microsoft 365, or similar platforms)

• Experience working in a CPA firm, accounting firm, or professional services environment
• Familiarity with tax, audit, or accounting workflows and seasonal deadlines
• Experience with process improvement or change management initiatives
• Attention to detail and strong follow-through
• Ability to work effectively with partners, managers, and staff at all levels
• Problem-solving mindset with a focus on continuous improvement
• Ability to manage deadlines in a fast-paced, deadline-driven environment
• Discretion and professionalism when handling client and firm information

• Competitive compensation and performance-based bonuses
• Medical, dental, and vision insurance
• Retirement plan with employer contribution
• Paid time off and paid holidays
• Flexible/hybrid work environment (position-dependent)
• Collaborative and supportive firm culture

Weiss & Company LLP is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.