Ready to step into a leadership role where your impact is measured by how smoothly the team operates, not by technical tax reviews? Join a growing firm where you’ll drive workflow excellence, solve problems before they escalate, and work directly with firm leadership.
Operations & Client Service Manager
Old Bridge, NJ- fully onsite
$70,000-80,000 + bonus + OT
Why This Opportunity Stands Out:
• Lead and influence the daily operations of an established tax practice
• Work directly with firm partners and gain high visibility across the organization
• Own process improvement initiatives and help shape how work gets done
• Empowered to make decisions, resolve issues, and reallocate workflow without unnecessary bureaucracy
• Strong long-term career growth within a respected and growing firm
• Competitive benefits, bonus opportunities, profit sharing, and professional development support
• Work directly with firm partners and gain high visibility across the organization
• Own process improvement initiatives and help shape how work gets done
• Empowered to make decisions, resolve issues, and reallocate workflow without unnecessary bureaucracy
• Strong long-term career growth within a respected and growing firm
• Competitive benefits, bonus opportunities, profit sharing, and professional development support
Key Responsibilities for the Operations & Client Service Manager:
• Monitor team workload, deadlines, and file status using workflow management systems
• Identify and resolve bottlenecks before they impact client service or deadlines
• Lead regular check-ins with CPAs to keep projects moving and remove obstacles
• Manage client service escalations and oversee issue resolution from start to finish
• Provide partners with ongoing updates on workflow, performance metrics, and team capacity
• Identify and resolve bottlenecks before they impact client service or deadlines
• Lead regular check-ins with CPAs to keep projects moving and remove obstacles
• Manage client service escalations and oversee issue resolution from start to finish
• Provide partners with ongoing updates on workflow, performance metrics, and team capacity
Qualifications for the Operations & Client Service Manager:
• 3+ years of team leadership experience within accounting, tax, or professional services
• Experience managing workflows, priorities, and operational processes
• Familiarity with practice management software; Canopy experience is a plus
• Proven ability to drive accountability and manage multiple priorities effectively
• Experience managing workflows, priorities, and operational processes
• Familiarity with practice management software; Canopy experience is a plus
• Proven ability to drive accountability and manage multiple priorities effectively
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