Famiglio & Associates

Famiglio & Associates

2 jobs near Columbus, OH

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Downtown Sarasota, FL | Full-time We're hiring an organized, high-energy operations leader to manage and continually improve the flow of work through our busy CPA firm. This role is central to ...

Be Seen First

Downtown Sarasota, FL | Full-time We're hiring an organized, high-energy operations leader to manage and continually improve the flow of work through our busy CPA firm. This role is central to ...

Staff Workflow Manager (Operations) -- CPA Firm

Famiglio & Associates

Sarasota, FL • On-site

Full-time

Medical, Retirement, PTO

Re-posted 10 days ago

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Job description

Downtown Sarasota, FL | Full-time

We’re hiring an organized, high-energy operations leader to manage and continually improve the flow of work through our busy CPA firm. This role is central to keeping corporate-client deliverables on track, supporting staff, and ensuring deadlines are met—without things slipping through the cracks.

What you’ll do

  • Work closely with partners to set and manage firm-wide workflow priorities and deadlines

  • Take the lead on-boarding new business clients

  • Supervise the workflow from client intake through final delivery of projects

  • Communicate clearly with clients to request missing items, confirm details, and keep work moving

  • Work closely staff to coordinate priorities, assign work, and remove bottlenecks across multiple deadlines

  • Track status, due dates, and capacity; flag risks early and drive resolutions

  • Assist staff to maintain accountability, quality, and turnaround times

  • Maintain strong reporting/visibility for leadership and the team

  • Improve processes, checklists, and handoffs to increase efficiency and accuracy

What we’re looking for

  • Strong client-facing communication skills (confident, clear, professional)

  • Tech-savvy and comfortable learning firm systems and tools quickly

  • Highly organized, fast-paced, detail-oriented, and deadline-driven

  • Positive, self-motivated, and steady under pressure

  • High integrity and good judgment

CPA firm or professional services operations experience preferred.

How to apply

Please send your resume and professional references.