Operations Associate

General Purpose

We are looking for a highly organized, detail-oriented Operations Associate to help support the day-to-day operations of a growing professional services firm. This role is ideal for someone who enjoys solving problems, improving processes, coordinating across teams, and making sure important work does not fall through the cracks.

The Operations Associate will work closely with the Senior Operations Manager, tax directors, client service teams, and administrative staff to help keep projects, client work, internal processes, and office operations running smoothly. This is a hands-on role with exposure to many parts of the business, including client service operations, workflow management, reporting, process improvement, and team coordination.

No tax experience is required. The right candidate will be smart, reliable, organized, proactive, and comfortable learning the business from the ground up.

Key Responsibilities:

• Assist the Senior Operations Manager with the day-to-day running of the firm, including internal coordination, project tracking, follow-up, and issue resolution.
• Help manage portions of the firm’s client service workflow, including tracking deadlines, monitoring project status, and ensuring work is assigned and moving forward.
• Coordinate with tax professionals, directors, and administrative staff to help balance priorities, clarify ownership, and keep client work on schedule.
• Identify bottlenecks, inefficiencies, and recurring issues in the firm’s processes, then help develop practical solutions.

Client & Team Coordination:

• Support client relationship management by helping track client requests, follow-ups, deliverables, and internal handoffs.
• Assist tax directors and managers with operational and administrative needs related to client work.
• Help ensure client information, project details, and internal records are accurate and up to date.
• Serve as a point of coordination between professional staff, administrative staff, and leadership.

Reporting & Process Improvement:

• Assist with internal reporting, dashboards, spreadsheets, and status updates related to workflow, capacity, deadlines, and firm operations.
• Help document and improve internal processes, checklists, and standard operating procedures.
• Look for opportunities to streamline recurring tasks, reduce manual work, and improve visibility across the firm.
• Support the implementation of new tools, systems, or processes as needed.

Administrative & Office Operations:

• Help oversee and support administrative functions, including coordination with office staff and receptionist/admin roles.
• Assist with scheduling, internal meetings, vendor coordination, and general office operations.
• Assist with client billing and contracting.
• Support special projects assigned by leadership.

What We’re Looking For:

• Highly organized and able to manage multiple priorities at once.
• Comfortable following up with people and keeping work moving.
• Detail-oriented without losing sight of the bigger picture.
• A strong communicator, both written and verbal.
• Proactive, resourceful, and willing to figure things out.
• Comfortable working with spreadsheets, systems, and process documentation.
• Professional, reliable, and discreet with sensitive client and business information.
• Interested in learning how a professional services firm operates.

Qualifications:

• Bachelor’s degree preferred, but not required with relevant experience.
• 1–4 years of experience in operations, administration, project coordination, client service, accounting firm support, or another professional office environment preferred.
• Strong Microsoft Excel, Outlook, Word, and general technology skills.
• Experience with CRM, project management, workflow, practice management, or time/billing systems is a plus.
• Professional services, accounting, tax, legal, consulting, or financial services experience is a plus, but not required.

Why This Role Matters:

• This position plays an important role in helping the firm run more smoothly. The Operations Associate helps create structure, improve communication, reduce friction, and give client-facing professionals more time to focus on high-value work.
• For the right person, this role can grow into broader responsibilities in operations, client service management, workflow management, or firm administration.