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CPA Required!

My client is looking for their next GM/VP of Operations with extensive experience in strategy and management. This position will be part of the executive leadership team and will be eligible for long-term equity incentives.

Ideal Candidate Background

• Managing Partner (Small to Mid-Sized CPA Firm)
• Outsourced Accounting Practice Leader
• Client Accounting Services (CAS) Leader
• VP of Operations – Professional Services
• General Manager – Financial Services
• Director of Practice Management
• COO of a Tax, Accounting, or Advisory Firm

The organization provides accounting, tax, advisory, and business support services to a large client base of small businesses and independent operators. The General Manager / Vice President of Operations will help ensure operational excellence across tax, accounting, client service, and administrative functions while supporting growth, compliance, and client retention initiatives.

CPA is a must!

This is more than an operations leadership role. The General Manager / Vice President of Operations will serve as a key member of the executive leadership team, helping shape the future direction of the organization and influencing the decisions that drive growth, profitability, client experience, and long-term enterprise value.

Working directly with the President and executive leadership, this individual will play a critical role in evaluating business opportunities, improving operational performance, expanding service capabilities, and executing strategic initiatives that support sustainable revenue growth. The successful candidate will have a seat at the table where important business decisions are made and will be expected to contribute both operational expertise and strategic business insight.

Operations & Service Delivery

• Partner with accounting, advisory, and business leadership to ensure efficient delivery of recurring client services and strategic engagements.
• Develop operational strategies that enhance client experience while supporting business growth, resource optimization, and service quality.
• Improve capacity planning, workflow management, and resource allocation across client service teams.
• Monitor service quality, turnaround times, client retention, and key operational performance metrics.
• Drive process improvement initiatives that increase efficiency, scalability, and consistency across service delivery functions.

Financial & Business Management

• Maintain a strong understanding of accounting, advisory, and professional services operations to support informed business decisions.
• Collaborate with leadership on service line profitability, pricing strategies, client retention initiatives, and resource planning.
• Support strategic growth initiatives, operational planning, and continuous improvement efforts across the organization.
• Evaluate and implement best practices that improve service delivery, team performance, and client outcomes.

Desired Experience

• Senior leadership experience within accounting, financial services, consulting, professional services, or another operationally complex organization.
• CPA; public accounting, outsourced accounting, advisory, consulting, finance, or operational leadership
• Experience managing or supporting accounting services, client advisory, consulting engagements, recurring service offerings, or multi-client environments.
• Demonstrated success leading teams through periods of growth, changing priorities, and evolving client demands while maintaining service excellence.
• Strong understanding of professional services economics, client retention strategies, workflow management, staff development, and operational performance.
• Proven ability to implement technology, automation, and process improvements that drive efficiency, scalability, and organizational effectiveness.
• Exceptional leadership, communication, and change management skills with the ability to align teams around strategic objectives.

Compensation is 175 - 225K plus 10-15% bonus. Equity in the company is available in the long term.