Professional Services Operations Manager

iWorld Professionals is seeking a Professional Services Operations Manager for our client, a leading regional accounting, tax and business advisory firm in Rochester NY.

In this role, you will oversee the operational administration of the tax engagement lifecycle, including client onboarding, engagement setup, document collection, billing support, workflow coordination, and day-to-day tax practice operations. You will help ensure deadlines are met, issues are addressed or escalated appropriately, and clients and tax professionals receive consistent support.

• Oversee operational processes supporting the accounting tax engagement lifecycle, from client onboarding through return delivery and filing.
• Manage client setup, engagement administration, and related operational standards.
• Coordinate client information and document collection, including follow-up on outstanding items.
• Prioritize and resolve client and internal practice issues using established procedures.
• Manage client-facing operational communications and ensure timely, professional follow-up.
• Support tax partners and professionals with invoice preparation, billing administration, payment follow-up, and billing-status monitoring.
• Monitor workloads, deadlines, handoffs, and outstanding items, escalating concerns when necessary.
• Develop and maintain procedures, checklists, service standards, and operational reports.
• Collaborate with systems and process leadership on workflow improvements, automation, testing, and technology implementations.

• Bachelor’s degree preferred or equivalent relevant professional experience.
• 5+ years of experience in tax operations, accounting practice administration, client operations, engagement administration, or a comparable environment.
• Experience managing multiple priorities and deadlines in a high-volume, deadline-driven setting.
• Strong organizational, written communication, client-service, follow-up, and problem-solving skills.
• Experience developing procedures, checklists, service standards, or operational reports preferred.
• High degree of discretion, reliability, attention to detail, and sound operational judgment.

Base Salary: $75,000–$90,000 per year, plus a comprehensive benefits package.