POSITION SUMMARY
The Director, Firm Operations is responsible for overseeing the operational functions of a multi-office professional services firm. This role ensures that firm operations run efficiently, consistently, and support the firm�s leadership and strategic priorities across all firm locations.
Working closely with the managing partner and office leaders, the Director leads operational coordination across offices, leads the operations team, and oversees firmwide operational processes. This role supports the implementation of firm initiatives, improves operational processes, and helps ensure the firm�s internal infrastructure effectively supports its professionals and clients.
The ideal candidate has experience in a professional services environment (preferably accounting, financial services, or law) and is comfortable coordinating across multiple offices, departments, and leadership teams while ensuring the firm�s employees and clients are well supported.
Salary Range: $120,000 � $150,000 (depending on experience)
KEY RESPONSIBILITIES
Firm Operations Oversight
- Oversee day-to-day operational functions across all firm office locations
- Ensure operational processes support efficient delivery of firm services and a consistent employee and client experience
- Serve as a central point of coordination for operational matters affecting multiple departments or locations
- Work with partners and firm leadership to support firmwide initiatives and operational priorities
- Monitor operational workflows and address operational issues affecting multiple offices or departments
- Evaluate operational effectiveness and implement improvements where appropriate
- Develop, document, and maintain standardized operational procedures across the firm
Operations Team Leadership & Supervision
- Lead and supervise the operations team across all firm locations
- Ensure workflows, performance, and service standards meet the needs of firm personnel and clients
- Provide direction, training, and ongoing support to operations team members
- Monitor workloads and operational coverage across offices
- Support the professional development and training of operations team members
Multi-Office Coordination
- Work closely with office leaders and department heads to coordinate operational support across all firm locations
- Ensure operational practices remain consistent across offices
- Travel periodically between office locations to understand operational needs and support coordination across offices
- Support operational planning related to staffing changes, office needs, and firm initiatives
Process Development & Continuous Improvement
- Evaluate operational workflows and recommend improvements where appropriate
- Identify ways to improve processes, eliminate inefficiencies, and better coordinate operational support across offices
- Develop and implement standardized operational procedures across firm locations
- Ensure operational processes are consistently applied across offices while allowing for location-specific needs where appropriate
- Maintain documentation of operational procedures and best practices
- Support implementation of new operational systems, tools, and firm initiatives introduced by leadership
Partner & Leadership Support
- Coordinate logistics and operational support for partner meetings, retreats, committee meetings, department meetings, and firmwide events
- Assist firm leadership with planning and coordination related to internal initiatives and firm gatherings
Office Operations
- Coordinate operational aspects of office services including supplies, equipment, and shared resources across locations
- Ensure offices maintain a professional and functional environment for employees and clients
- Oversee procurement and budgeting for office supplies, breakroom supplies, and operational equipment across offices
- Ensure office equipment and systems (copiers, mail, and postage equipment, etc.) remain operational and appropriately supported
- Coordinate office moves, relocations, and space planning initiatives as needed
Vendor & Operational Oversight
- Manage vendor relationships that support firm operations
- Review contracts and monitor vendor performance to ensure service quality and cost effectiveness
- Evaluate and ensure firm is adequately insured (professional liability, cyber, etc.)
- Ensure firm licenses and operational compliance requirements are maintained across jurisdictions the firm operates in
Finance & Operational Coordination
- Work with the finance team to support billing, collections, and operational financial processes
- Support administration of the firm credit card program and related policies
- Coordinate with finance regarding vendor payments, contracts, and operational expenditures
- Serve as liaison with financial institutions on operational matters when needed
Information Technology Coordination
- Work with IT leadership to support technology infrastructure across offices
- Assist in evaluating hardware and software systems used by the firm to improve operational efficiency and security
- Coordinate workstation setup, equipment needs, and operational support for technology initiatives
- Support vendor relationships and maintenance contracts related to firm technology
Competencies
- Operational Leadership
- Process Improvement & Standardization
- Project Management
- Multi-Office Coordination
Communication & Collaboration
- Staff Supervision & Development
Organization & Follow-Through
Relationship Management
- Problem Solving
Position Type:
- This is a full-time permanent position.
Physical Demands:
This position requires movement around the office and to various locations in the building using the stairs or elevator. This would require the ability to lift files, open filing cabinets and bend, or stand, as necessary.
Travel:
- Travel to other Firm office locations required, quarterly.
Required Education and Experience:
- Minimum of 7 years� experience working in a CPA, financial services, or law firm in a similar position
- Bachelor�s degree and significant amount of firm operations experience
- Exceptional written and verbal communication skills
- Punctual/ Reliable/ Professional
- Ability to perform multiple tasks concurrently with ease, professionalism, and positive outlook.
- Requires skills with MS Word, Excel, Outlook, and other common office tools.
- Provide clerical and administrative support to management when needed, for highly sensitive matters.
- Demonstrate willingness and ability to support the firm�s growth.
Supervisory Responsibility:
- All positions in the administrative department
Work Authorization:
- Must have valid work authorization for employment in the United States
Other Duties:
- Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
