Firm Operations Manager

Job overview

The Firm Operations Manager role is onsite in Ambler, PA. Compensation is not specified. The position supports a firm whose work includes individual and business tax preparation, bookkeeping and accounting, tax resolution, and tax notice response. The manager coordinates firm workflow, staff, client onboarding, technology, and administrative processes. The role helps leadership meet deadlines, improve operational controls, and provide consistent service across the firm's work.

What you'll do

• Oversee workflow across tax, bookkeeping, accounting, and tax-resolution engagements
• track engagement status, assignments, deadlines, budgets, and billing
• balance workloads and identify bottlenecks
• coordinate workflow meetings and production reports
• improve processes and internal controls
• coordinate practice-management and tax software
• support appropriate AI and automation workflows
• supervise administrative staff
• oversee client onboarding and tax-season preparation
• monitor billing, work in process, collections, and engagement budgets.

What we're looking for

Skills & competencies

firm operations manager

ambler pa

metaoption

workflow management

tax preparation

bookkeeping

client onboarding

process improvement

practice management software

ai workflow coordination

staff supervision

billing

collections

bachelor's degree

Work arrangement

• Weekend coverage required

Why this role

Preferred experience includes CPA firm or tax-preparation workflow, tax-season deadline management, staff supervision, client onboarding, billing, practice-management software, and AI or automation tools. A bachelor's degree is listed.

About the employer

MetaOption, LLC is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.