Financial Chief Operation Officer

Trueline's client, a growing multi-location tax, accounting, and advisory firm, is seeking a Financial Chief Operating Officer (COO) to join their team in New Jersey. This is a high-impact leadership role for an operator who can bring structure to a founder-led business, build scalable systems, and help lead the next stage of growth across multiple offices. The company serves a large and growing client base across New York and New Jersey and is looking for a true second-in-command who can strengthen execution without losing the personal service the business is known for.

What You'll Do as the Financial Chief Operating Officer (COO):

• Build and implement scalable operational systems that support growth across multiple locations
• Standardize workflows across client intake, tax preparation, tax planning, bookkeeping, and resolution services
• Oversee day-to-day operations, including staffing, scheduling, workload balancing, and service consistency
• Partner closely with the founder to turn business strategy into clear operational execution
• Create reporting structures, communication rhythms, and KPI dashboards across teams
• Improve cross-functional alignment across tax, accounting, client service, and other core business functions
• Lead hiring, onboarding, team development, and performance management processes
• Protect and strengthen a client-focused, values-driven culture during periods of growth and change
• Monitor operational performance, identify bottlenecks, and drive process improvements that increase efficiency and profitability
• Support expansion efforts by helping launch new locations with the right people, systems, and workflows in place

Must-Haves as the Financial Chief Operating Officer (COO):

• Proven operations leadership experience in tax, accounting, financial services, or another professional services environment
• Track record of helping scale a multi-location or high-growth business
• Strong background in building processes, infrastructure, and systems that improve consistency and performance
• Experience translating founder vision into execution across teams and locations
• Success managing people, budgets, and cross-functional operations
• High emotional intelligence with the ability to influence, coach, and lead effectively
• Comfort working in an entrepreneurial, fast-moving environment where priorities can evolve quickly

Nice-to-Haves as the Financial Chief Operating Officer (COO):

• Experience in tax preparation, accounting, or IRS representation settings
• Familiarity with tax software, CRM platforms, workflow tools, and automation systems
• Background working in founder-led or entrepreneurial businesses
• Experience implementing KPI, OKR, or similar performance-management frameworks
• Exposure to branch openings, geographic expansion, or operational rollout planning

Our Client Offers:

• Base salary of $150,000 - $200,000
• Bonus and profit-sharing opportunity
• Direct partnership with the founder and real influence on company direction
• High autonomy to build the systems, structure, and leadership cadence needed for long-term growth
• Opportunity to help scale a respected professional-services brand with an established client base
• A collaborative culture centered on expertise, responsiveness, and continuous improvement

Trueline and its clients are unabashed equal-opportunity employers committed to a diverse workforce. We welcome smart and ambitious applicants and recruit, refer, hire, place, and promote without regard to race, color, gender, religion, national origin, ancestry, citizenship, disability, age, sexual orientation, or any other characteristic protected by federal or state law.