Client Support Manager

Location: Tampa, FL

Job Type: Full-Time

At 1

Source Partners, we serve as trusted advisors dedicated to supporting the growth and long-term success of our clients. We operate in a dynamic, fast-paced environment where relationships, precision, agility, and collaboration drive everything we do. Our firm provides comprehensive accounting, tax, assurance, and advisory services tailored to the unique needs of business owners, executives, and independent professionals. Our team is composed of experienced professionals who bring both technical expertise and a deep understanding of business operations.

We value strong client relationships and work collectively to deliver insightful guidance, exceptional service, and measurable results.

The Practice Support and Integration Manager stands up and runs centralized practice support across the firm's four practices:
Tax, Client Advisory Services, Assurance, and Transaction Advisory, and integrates the practice support of each firm that joins 1

Source. Tax support carries slightly more weight, given its client volume and return deadlines.

The purpose of the function is to take operational and administrative work off the practices so practice time goes to clients and to the team rather than to logistics. The role builds the team, manages it, owns how work gets done and how capacity is allocated, and performs quality control on the work that carries real exposure. The role works with the Practice Leaders and the VP of Growth to streamline non-technical work wherever similar responsibilities sit in more than one practice.

The role learns every process it supports end to end, and is expected to keep optimizing and streamlining each one.

As the firm grows through acquisition, the role integrates each acquired firm's practice support into 1

Source. That means bringing client data into the firm's practice systems, training the firm's practice support staff on 1

Source systems and approaches, and absorbing their practice support work and people into this function, so their clients receive the same support as every 1

Source client.

The Practice Support and Integration Manager reports directly to the Chief Operating Officer. The CAS and Assurance/TAS Practice Support Coordinator, Tax Operations Senior Coordinator, Tax Operations Coordinator, and all offshore practice support seats report to this position. In addition, the role collaborates heavily with the Practice Leaders, so the support each practice receives meets and exceeds what they expect, and with the VP of Growth, so practice support strengthens the client path from the first conversation onward.

• Stand up the centralized practice support function by leveraging the team already in place, defining the seats, service standards, and operating model the platform needs, and hiring and developing into the gaps.
• Manage, coach, and develop the practice support team: hiring, training, performance, coverage, capacity, and quality, with clear expectations, regular feedback, individual development plans, and a path into the seats the platform will need.

• Learn every practice support process end to end, map it, and streamline and optimize it continuously, removing unnecessary steps, handoffs, and rework.
• Own the operating system of practice support, working with the Practice Leaders to delineate lines of authority and communication with the practice support team so expectations are clear for everyone.
• Establish a single intake channel with published response standards for practice support requests, with capacity visible to every Practice Leader, so support is allocated by entitlement rather than by who asks hardest.
• Perform quality control review on high-risk, high-exposure work produced by the practice support teams, escalating technical questions and process opportunities to the Practice Leaders. Own the QC system behind that review: the checklists, the review points built into each workflow, the defect log, and the root cause review that closes each defect with a documented change.
• Own the standard operating procedure system for practice support, with published procedures, defined controls at each handoff, a defect loop that closes with a documented change and an acknowledgment, and retrospectives that keep the system improving.

• Stabilize and optimize Tax Operations: clean up data and process, apply AI and automation, and build the…