Director of Operations

7 days ago


St Louis MO USA, United States Brightpath Associates LLC Full time
Job Title: Director of Operations, Tax Firm

Location: Saint Louis, MO

Job Type: Full Time, Permanent & Onsite

Job Description:

We are seeking a highly skilled and experienced Director of Operations to join our team at Brightpath Associates LLC. As a key member of our leadership team, you will be responsible for overseeing the operational excellence of our tax firm, enhancing departmental processes, and ensuring the delivery of exceptional services to our clients.

Key Responsibilities:

  • Oversee daily operations of the tax firm, ensuring efficient and effective service delivery to clients.
  • Develop and implement operational policies and procedures to enhance productivity and ensure compliance with industry regulations.
  • Manage the firm's operational budget, including forecasting, expense control, and financial reporting.
  • Collaborate with senior management to set strategic goals and objectives, and monitor progress towards achieving them.
  • Lead and supervise operational staff, providing training, guidance, and performance evaluations to foster a high-performing team environment.
  • Ensure the firm's technology infrastructure supports tax preparation, filing, and client service requirements effectively.
  • Coordinate with the IT department to manage and optimize tax software and other operational systems.
  • Coordinate with the HR department to recruit, onboard, and retain skilled operational personnel.
  • Foster strong relationships with vendors, service providers, and external partners to negotiate contracts and secure favorable terms.
  • Oversee client data management processes, ensuring confidentiality, accuracy, and compliance with data protection laws.
  • Address and resolve complex operational issues and client concerns promptly and professionally.
  • Analyze operational metrics and data to assess performance and identify areas for improvement.
  • Ensure continuous improvement of operational processes through regular review and adaptation to changing tax laws and industry standards.
  • Represent the firm at professional events, conferences, and networking opportunities.

Requirements:

  • Bachelor's degree in Business Administration, Finance, Accounting, or related field; Master's degree or MBA preferred.
  • CPA (Certified Public Accountant) highly desirable.
  • Experience in a managerial role within a tax or accounting firm.
  • Proven track record of operational leadership and management skills.
  • Experience in strategic planning and business development.
  • Strong understanding of tax laws and regulations desirable.
  • Familiarity with tax software and advanced proficiency in MS Office, particularly Excel.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to manage multiple projects and deadlines.
  • Strong analytical and problem-solving skills.
  • Detail-oriented with a high level of accuracy and accountability.
  • Experience in budget management and financial reporting.
  • Knowledge of HR practices, and ability to collaborate with the HR Department in hiring, training, and performance management.
  • Comfortable in a fast-paced, dynamic environment.
  • Commitment to maintaining the highest level of confidentiality with client information.

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