Operations Specialist

Overview

Are you ready to make a bold move by joining Nebraska’s first Employee-Owner (ESOP) CPA Firm? That’s only the beginning of what’s different about our culture. Bland is a group of enthusiastic employee-owners who love what they do and enjoy working with the unique challenges our clients bring.

Our recent growth has led to a new opportunity for an Operations Specialist to support one of our core service departments:
Audit, Tax, Client Accounting, & Advisory Services. In this role, you will play a key part on our Operations Team and be hands-on in keeping client workflows organized, accurate, and moving forward.

• Client Onboarding & Offboarding:
  Coordinate onboarding of new clients, including gathering documentation, setting up systems, and ensuring a smooth handoff to service teams. Manage client offboarding by organizing records, finalizing access, and ensuring data privacy standards are met. Track onboarding/offboarding progress and support continuous process improvements.
• Billing & Invoicing Support:
  Assist with invoicing and billing for your assigned department. Review time entries, generate invoices, and help monitor accounts receivable. Support timely and accurate billing during peak periods.
• Operations & Team Support:
  Serve as a primary point of contact for client operational questions within your department. Maintain organized, accurate client records and documentation. Assist other Operations Team members during high-volume periods. Help track deadlines, coordinate projects, and support department workflows.
• Process & Systems Support:
  Use Practice ERP for project tracking, time entry, billing, and reporting. Identify opportunities to improve workflows and document standard processes. Participate in weekly team meetings and quarterly planning sessions.

• Knowledge:
  Possess at least 1 year of experience in an administrative or operations position such as an Administrative Assistant, Office Assistant, Operations Assistant, Logistics Coordinator, or similar role. Experience in a CPA firm or professional services environment preferred.
• Skills:
  
  Strong organizational skills and attention to detail. Comfortable working in multiple systems and learning new technology. Clear, professional written and verbal communication skills. Ability to manage deadlines and shifting priorities. Familiarity with accounting or tax software (Quick Books, Net Suite, CCH Axcess, Case Ware, Box, etc.) and basic understanding of accounting or business operations preferred.
• Candidates must pass a background check as part of the hiring process. Performance is evaluated based on the proficiency and effectiveness of task completion, including the quality of work, application of performance, accounting knowledge, and the ability to meet time constraints.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.