Chief Operating Officer

About the Company:Our client is a forward-thinking, 5-partner CPA firm with 40 employees, a strong reputation for excellence, and a commitment to delivering outstanding accounting, tax, and advisory services. As we aim to grow by 10% annually over the next five years, we are searching for a dynamic and visionary Chief Operating Officer (COO) to lead our operational strategy and transformation. This role is pivotal to achieving our growth targets by driving operational efficiency, implementing scalable systems, and creating a culture of innovation and excellence.About the Role:The COO will serve as a key member of the leadership team, responsible for aligning day-to-day operations with the firm's long-term strategic goals. This individual will be instrumental in optimizing processes, integrating cutting-edge technology, and fostering a culture that supports growth and client satisfaction. With a strong focus on scalability and efficiency, the COO will play a critical role in ensuring the firm is well-positioned to achieve and sustain its growth targets.Responsibilities:Partner with the firm's leadership team to develop and execute a strategic plan that ensures 10% annual growth over the next five years.Identify market opportunities, operational challenges, and innovative solutions to position the firm as a leader in the industry.Regularly assess organizational performance and recommend adjustments to strategy to meet evolving business needs.Oversee and optimize all operational functions, including client delivery, resource allocation, and internal processes, ensuring scalability and efficiency.Design and implement a roadmap for sustainable growth, addressing staffing needs, process improvements, and technology investments.Establish performance metrics and reporting systems to monitor operational effectiveness and support data-driven decision-making.Lead initiatives to enhance client experience and satisfaction, ensuring services are delivered on time and exceed expectations.Conduct a comprehensive review of the firm's current technology infrastructure and identify opportunities to enhance productivity and service delivery.Research, recommend, and oversee the implementation of new systems, such as client relationship management (CRM), practice management software, and workflow automation tools.Lead the firm's transition to a more technology-driven operation, incorporating paperless processes and cloud-based solutions.Evaluate and streamline workflows to eliminate inefficiencies and bottlenecks while maintaining the highest quality standards.Develop and implement best practices across all teams to ensure consistency, accuracy, and efficiency.Foster a culture of continuous improvement by encouraging feedback, innovation, and collaboration across departments.Manage change initiatives effectively, ensuring buy-in from staff and seamless integration into the firm's operations.Build and lead a high-performing operations team that supports the firm's growth and strategic objectives.Mentor and develop department leaders, empowering them to take ownership of key initiatives.Promote a culture of collaboration, accountability, and excellence throughout the organization.Align the firm's organizational structure and staffing model with growth goals, identifying gaps and opportunities for development.Qualifications:Bachelor's degree in Business Administration, Accounting, Finance, or a related field (MBA preferred). Minimum 10-15 years of progressive leadership experience in operations, strategy, or process improvement, ideally within a CPA firm or professional services environment. Proven success in driving growth and operational transformation in a mid-sized organizationRequired Skills:Visionary leader with the ability to think strategically while focusing on execution.Exceptional process design, problem-solving, and analytical skills.Strong understanding of CPA firm workflows, compliance requirements, and client service models.Deep expertise in technology implementation, including practice management, CRM, and workflow automation tools.Excellent communication and interpersonal skills, with the ability to build trust and influence at all levels.Ability to prioritize, delegate, and manage multiple initiatives simultaneously while maintaining high attention to detail.

Created: 2025-02-14