POSITION SUMMARY

The Operations Manager is the firm’s operational hub, ensuring seamless day-to-day operations, consistent administrative processes, and exceptional client and employee experience. This role oversees office operations, client onboarding, workflow coordination, billing administration, technology systems, and internal business support while partnering closely with leadership to advance strategic initiatives and maintain the organized, responsive environment that defines the firm’s service.

Position is in-office, either in Ketchum, Idaho or Enteprise, Oregon.

KEY RESPONSIBILITIES

• Manage daily office operations to keep the workplace organized, productive, and efficient.
• Serve as the first point of contact for clients, visitors, prospects, and incoming communications.
• Own and improve client onboarding, including engagement letters, intake, document collection, portal setup, and communication workflows.
• Coordinate calendars, meetings, appointments, schedules, and firm events.
• Maintain firm records, client files, confidential documents, and administrative systems in line with policies and requirements.
• Track workflow systems and administrative deadlines to support project visibility, capacity planning, and resource needs.
• Support teams with project administration, workflow coordination, document processing, and deadline tracking.
• Serve as administrator or key user for practice management, document management, client portal, workflow, and operational technology platforms.
• Coordinate with external vendors, consultants, and providers for technology, facilities, and office support.
• Oversee office supplies, equipment, facilities, vendors, and general workplace operations.
• Assist with invoicing, billing, accounts receivable follow-up, payment processing, collections support, and related financial administration.
• Monitor administrative budgets, vendor contracts, subscriptions, and operating expenses.
• Support employee orientation and ensure new team members have the tools and resources needed to succeed.
• Develop, document, and improve office procedures, administrative workflows, and operational best practices.
• Support leadership with special projects, strategic initiatives, and operational improvements.
• Promote compliance with firm policies, confidentiality, data security, and operational standards.

SUCCESS IN THIS ROLE

The successful candidate:

• Creates a polished, professional, and memorable client experience.
• Keeps the office is organized, efficient, and service-ready.
• Completes client onboarding accurately, promptly, and consistently.
• Drives firm deadlines and workflow priorities through proactive coordination and follow-through.
• Maintains accurate systems, records, and processes with minimal errors.
• Handles confidential information with sound judgment, discretion, and professionalism.
• Improves systems, removes friction, and strengthens client and employee experiences.
• Balances competing priorities while meeting deadlines and maintaining accuracy.
• Anticipates needs, solves problems, and serves as a trusted resource for leadership and staff.
• Contributes directly to firm growth, operational excellence, and long-term success.

CORE BEHAVIORS

• Client-focused: Delivers a welcoming, responsive, professional experience that builds lasting trust.
• Ownership: Takes responsibility for outcomes and follows through with consistency.
• Organization: Creates structure, priorities, and systems that drive efficiency and consistency.
• Professionalism: Brings maturity, reliability, discretion, and sound judgment to every interaction.
• Communication: Communicates clearly, effectively, and respectfully with clients, leadership, and the team.
• Collaboration: Works across departments and service areas to advance firm-wide success.
• Problem-solving: Anticipates challenges and develops practical, effective solutions.
• Adaptability: Stays flexible, resourceful, and effective as needs evolve.
• Continuous improvement: Strengthens processes, systems, and client service through thoughtful improvement.
• Integrity: Upholds confidentiality, ethics, and trust in every aspect of the work.

WHY JOIN US

Join a respected firm committed to building the premier tax and advisory practice in the communities we serve. In this position, you will help shape the client experience, strengthen firm operations, and contribute to a collaborative team that values trust, professionalism, and long-term growth. This role offers meaningful opportunities for professional growth, expanded responsibility, and the ability to contribute directly to the success of a firm that values its people, its clients, and its community.

DISCLAIMER

This job description is intended to describe the general nature and level of work performed by employees assigned to this position. Duties and responsibilities may change as business needs evolve.

Requirements

REQUIRED QUALIFICATIONS

• Bachelor’s degree in business administration, accounting, management, communications, or related field preferred; equivalent experience considered.
• 3+ years of progressive experience in office operations, professional services administration, office management, or business operations; 5+ years preferred.
• Proven ability to manage competing priorities in a deadline-driven environment.
• Trusted to handle confidential information with discretion and professionalism.
• Experience coordinating projects, workflows, deadlines, and administrative processes.
• Strong technology skills, including Microsoft Office and cloud-based business software; ability to learn and administer practice management, workflow, and document management systems.

PREFERRED QUALIFICATIONS

• Experience working in a CPA firm, tax practice, accounting firm, financial advisory firm, or other professional services organization.
• Experience with billing, bookkeeping, payroll coordination, vendor relationships, or related financial administrative functions.
• Experience supporting a growing organization through process development and operational improvement initiatives.

Benefits

We are committed to supporting the health, financial well-being, and long-term success of our employees through a comprehensive benefits package designed to provide meaningful value and security.

• Health, dental, and vision insurance to help protect you and your family’s health.
• Retirement plan with an employer match, helping you build long-term financial security.

OUR COMMITMENT

We recognize that benefits are an important part of the overall employee experience. In addition to providing valuable health, dental, vision, and retirement benefits today, we remain committed to reviewing and enhancing our offerings over time to meet the changing needs of our employees and support a healthy work-life balance​.