Operations Project Manager
Listed on 2026-07-26
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Accounting
Accounting Manager -
Management
Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois “Best Places to Work” for the past 10 years, we’ve been committed to shaping the workplace around our people – their personal as well as professional needs.
If you are passionate about growing your career, join our team!
We are seeking a highly organized and proactive Operations Project 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.
Primary Responsibilities: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
- 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
- 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
- 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
Employer:
Weiss & Company LLP is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.
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