What are the responsibilities and job description for the Firm Operations Specialist position at abip CPAs & Advisors?
We are looking for a highly organized, proactive, and detail-oriented Assistant to the COO to support the daily operations of our firm. This vital role is instrumental in maintaining efficient workflows, facilitating internal communication, and enabling our COO to operate at maximum effectiveness.
The ideal candidate will bring exceptional administrative and multitasking skills, a strong sense of discretion, and a background in public accounting. Experience with public accounting software is a significant plus and will enable faster onboarding and stronger operational support.
Responsibilities
- Assist the COO in daily operations and strategic planning
- Support daily operations and streamline communication and processes between departments and various office locations
- Coordinate meetings and prepare necessary documentation
- Manage communication between departments and third party vendors
- Track project progress and report on key metrics
- Support the development and implementation of operational policies
- Provide administrative support for internal operations such as marketing, HR, billing, reporting, etc.
Education and Experience
- Bachelor's degree in Business Administration or related field
- Extensive experience in an administrative or operational role required
- Prior experience in a public accounting firm is highly desirable
Skills and Abilities
- Familiarity with data analysis and reporting
- Strong organizational and multitasking abilities
- Proficiency in Microsoft Office Suite and project management tools (VLOOKUPs and Pivot Tables)
- Familiarity with public accounting software (e.g., CCH, CaseWare, QuickBooks, etc.) is beneficial
- Exceptional organizational and time management abilities
- Discretion, professionalism, and the ability to handle confidential information
- Excellent verbal and written communication skills
- Ability to work as a contributing team member
