Chief Operating Officer

Chief Operating Officer

Join to apply for the Chief Operating Officer role at Shah & Associates CPAs PA
. We are looking for a top‑tier COO (A‑player only).

At Shah & Associates CPAs PA we don’t just prepare tax returns—we partner with clients year‑round to deliver proactive tax planning strategies that create measurable savings and long‑term wealth. Our mission is to elevate our clients’ financial position through collaborative advisory services designed to increase revenues, profits, and overall net worth.

This role exists because the firm is growing rapidly and needs a senior operations leader to bring structure, accountability, and execution discipline to the next stage of scale.

• Client Success – Our clients’ success is the foundation of everything we do.
• Communication & Collaboration – Open communication and teamwork are central to our culture.
• Accountability – We hire professionals who own their responsibilities and deliver results.
• Adaptability & Flexibility – We welcome change and thrive in an evolving industry.
• Transparency – Knowledge flows openly; informed teams make better decisions.
• Innovation – We’re forward‑thinkers always seeking better ways to serve clients.
• Growth – We invest in your professional and personal development.
• Aligned & Intentional – Clear goals, deliberate action, and consistency lead to big wins.
• Results‑Oriented – Success is measured by outcomes, not just effort.
• Gratitude, Integrity & Empathy – High integrity, empathy for people, and accountability for performance.

The Chief Operating Officer owns everything related to delivery, people, process, and capacity—so the CEO never has to. Your mandate is to drive operational excellence, accountability, and efficiency to support firm growth to $4M in Annual Recurring Revenue with a 50% profit margin. You will serve as the firm’s day‑to‑day execution leader, allowing the CEO to focus exclusively on vision, strategy, and R&D.

You will directly manage a team of approximately 8 team members (including administration and marketing) and will be responsible for scaling the organization to 15+ people while maintaining performance, culture, and profitability.

• Achieve and maintain a 50% profit margin on ARR
• Scale the team from 8 to 15+ A‑players
• Improve systems documentation from 6/10 to 8/10
• Reduce qualified client churn by 50%
• Implement firmwide utilization and billable‑time tracking via Karbon
• Reduce CEO time spent on operational and managerial tasks
• Improve system integration across core platforms
• Implement and adapt the firm’s SCALE operating model quarterly
• Eliminate last‑minute scrambles and seasonal chaos
• Maintain strong performance without losing A‑players

• Leadership, People Management, & Accountability (The "Will" Driver)
• Direct manager for all department leaders and managers
• Execute a consistent, non‑emotional accountability framework
• Define and track KPIs with the CEO to drive desired outcomes
• Drive a high‑performance culture focused on ownership and execution
• Run daily huddles, weekly planning, and monthly reviews
• Operational execution & system management; consolidate SOPs into a firmwide Operations Manual
• Lead software transitions, automation, and AI initiatives
• Convert CEO decision‑making into repeatable workflows
• Own the P&L; partner with finance to improve margins, pricing, and cost control
• Manage vendor & referral‑partner relationships and lead negotiation of terms/fees
• Balance delivery capacity across tax strategists
• Improve compliance and manage the delivery team for tax plans & filing deadlines
• Scaling & organizational design: build scalable org charts, create recruitment & onboarding systems, run quarterly planning
• Identify and solve operational bottlenecks

• 30 Days
  • Shadow CEO heavily, map processes, understand systems and design, own a weekly ops meeting.
  • Meet 1:1 with every team member; map hidden dependencies on the CEO.
  • Understand technology stack and AI tools; complete training on client journey, value delivery, client retention, referrals and upsell revenue streams.
  • Meet stakeholders (Tax Planners, Sales Rep, Marketing…