Chief Operating Officer (COO) / CPA - Execution Focus
November 24, 2025
by a searcher in New York, NY, USA
For a new accounting and bookkeeping firm with huge added value, we are looking for a qualified CPA COO who will manage the day-to-day operations.
This is a great opportunity for someone who has experience in similar roles and possesses high motivation and management skills
Position Summary
Key Responsibilities: Day-to-Day Operations
1. Client Service & Delivery Managemen
tClient Experience: Act as the internal champion for client satisfaction. Monitor service delivery timelines and manage client feedback loops to ensure clients are consistently happy.
Workload Coordination: Oversee the daily assignment and tracking of client work (tax, bookkeeping, etc.) to ensure deadlines are met and staff capacity is fully utilized.
Quality Control: Establish and enforce standards for all client deliverables before final review, minimizing errors and partner corrections.
2. Workflow & Process Executio
nSystem Uptime: Ensure all critical firm technology (practice management, security, software) is functional, integrated, and optimized for maximum staff productivity
.Process Enforcement: Directly manage and enforce the use of standard operating procedures (SOPs) for all staff, from client intake to file archiving.
Administrative Oversight: Directly manage the administrative team, ensuring accurate and timely client billing, collections, and office organization.
3. Staff Management & Coordinatio
nTeam Supervision: Directly manage and mentor all staff accountants and administrative personnel. Conduct regular check-ins and performance monitoring.
Remote Team Management: Ensure seamless communication, workflow, and quality control between in-site and remote team members.
Capacity Scheduling: Handle daily and weekly scheduling to balance staff workload and prevent burnout, particularly during peak seasons
Required Qualification
sActive Certified Public Accountant (CPA) license is strongly preferred
Minimum of 3+ years of hands-on management experience in a CPA firm or similar professional services environment
Demonstrated ability to manage daily operations, track workflows, and enforce process compliance.
Proven track record of managing teams both in-site and remotely.
Must be highly organized, detail-oriented, and focused on operational consistency.
from Dartmouth College in Garden Grove, CA, USA
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