[Remote] Firm Operations & Client Services Manager

Remote Full-time
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.ResponsibilitiesLead and manage internal firm projects (process improvements, system implementations, seasonal initiatives)Coordinate deadlines and workflows across tax, audit, and accounting services teamsMonitor project progress, identify bottlenecks, and drive accountabilityImplement and maintain project tracking tools, dashboards, and reportingEnsure accurate and timely processing of client deliverables (reports, filings, correspondence)Assist with CRM/database management and data integritySupport billing and collections coordination with accounting/partnersMaintain and improve operational processes and proceduresProvide direct support to Managing Partner and leadership teamPrepare regular project status reports for firm leadershipAssist with strategic initiatives and special projectsAct as a liaison between leadership and staff to ensure alignment and follow-throughIdentify opportunities to streamline workflows and improve efficiencyDrive adoption of new tools, technologies, and best practicesHelp develop scalable processes as the firm growsSkillsBachelor's degree in business, Management, Accounting, Finance, or a related field4+ years of project management experience, preferably in a professional services or CPA firm environmentStrong organizational and time management skills with the ability to manage multiple prioritiesExcellent communication and interpersonal skillsProficiency 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 environmentFamiliarity with tax, audit, or accounting workflows and seasonal deadlinesExperience with process improvement or change management initiativesBenefitsCompetitive compensation and performance-based bonusesMedical, dental, and vision insuranceRetirement plan with employer contributionPaid time off and paid holidaysFlexible/hybrid work environment (position-dependent)Collaborative and supportive firm cultureCompany OverviewWeiss & 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.

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