Note: The job is a remote job and is open to candidates in USA. Weiss & Company LLP is a full-service CPA firm dedicated to serving small to mid-sized businesses as well as individuals and families. They are seeking a highly organized and proactive Firm Operations & Client Services Manager to support day-to-day operations, blending project management, office leadership, and administrative oversight while serving as a key partner to firm leadership.
Responsibilities
- Lead and manage internal firm projects (process improvements, system implementations, seasonal initiatives)
- Coordinate deadlines and workflows across tax, audit, and accounting services teams
- Monitor project progress, identify bottlenecks, and drive accountability
- Implement and maintain project tracking tools, dashboards, and reporting
- Ensure accurate and timely processing of client deliverables (reports, filings, correspondence)
- Assist with CRM/database management and data integrity
- Support billing and collections coordination with accounting/partners
- Maintain and improve operational processes and procedures
- Provide direct support to Managing Partner and leadership team
- Prepare regular project status reports for firm leadership
- Assist with strategic initiatives and special projects
- Act as a liaison between leadership and staff to ensure alignment and follow-through
- Identify opportunities to streamline workflows and improve efficiency
- Drive adoption of new tools, technologies, and best practices
- Help develop scalable processes as the firm grows
Skills
- Bachelor's degree in business, Management, Accounting, Finance, or a related field
- 4+ years of project management experience, preferably in a professional services or CPA firm environment
- Strong organizational and time management skills with the ability to manage multiple priorities
- Excellent communication and interpersonal skills
- Proficiency in project management and workflow tools (e.g., practice management software, Microsoft 365, or similar platforms)
- Experience working in a CPA firm, accounting firm, or professional services environment
- Familiarity with tax, audit, or accounting workflows and seasonal deadlines
- Experience with process improvement or change management initiatives
Benefits
- Competitive compensation and performance-based bonuses
- Medical, dental, and vision insurance
- Retirement plan with employer contribution
- Paid time off and paid holidays
- Flexible/hybrid work environment (position-dependent)
- Collaborative and supportive firm culture
Company Overview
Weiss & Company is an accounting firm that provides audit, accounting, and management advisory services. It was founded in 1968, and is headquartered in Glenview, Illinois, USA, with a workforce of 51-200 employees. Its website is http://weisscpa.com.