Accounting Operations & Workflow Manager

Are you a public accounting professional looking to leverage your experience outside of the traditional busy-season cycle? Mohle Adams is currently conducting a search for an Accounting Operations & Workflow Manager. This leadership role will oversee a team of accounting administrative professionals responsible for supporting Tax and Audit operations. Success in this position will require a strong focus on process optimization, workflow management, and continuous operational improvement.

Job Summary:

The Accounting Operations & Workflow Manager will oversee daily accounting administrative operations, ensuring an efficient and organized workspace. Duties/Responsibilities:
Supervise accounting administrative professionals in providing support and assign duties such as internal and external client support, e-filing tax returns, client billing, preparing documents and other tasks. Identify opportunities to streamline accounting workflows. Develop workflow controls to improve compliance and reduce processing errors. Monitor workflow progress and ensure tasks are completed within established deadlines Implement automation, artificial intelligence and system enhancements where appropriate.

Improve efficiency, accuracy, and scalability of accounting administrative operations. Document and standardize accounting administrative procedures. Data Administrator for SharePoint, Practice Management Maintenance, and firm wide software. Oversee petty cash fund, general purchases for office needs, and firm event planning. Maintain office files; assist in implementing an efficient system for other staff to access files and records. Performs other related duties as assigned.

Required Skills/Abilities:
Proficient with Tax E-Filing (Experience with CCH XCM
-Workflow, CCH Axcess Tax, Engagement, Sharefile Portal, Right Signature, and CCH Pro System Practice Management is preferred) Ability to type at least 60 words per minute. Knowledge of office management procedures. Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines.

Proficient with Microsoft Office Suite or related software.

Education and Experience:

Associate's degree or higher in accounting and/or business administration or related field preferred. Experience working at a CPA firm is a plus.

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.