Shah & Associates CPAs PA · 1 month ago
Chief Operating Officer
United States
Full-time
Remote
Director/Executive
$190K/yr - $200K/yr
10+ years expShah & Associates CPAs PA is a growing firm that partners with clients to enhance their financial positions through strategic tax planning. The Chief Operating Officer will drive operational excellence and efficiency while managing a team to support the firm's growth objectives.
AccountingAdviceFinancial Services
No H1B
Responsibilities
Serve as the direct manager for all department leaders and managers
Execute a consistent, non-emotional accountability framework
Define and Track KPIs: Work with the CEO to define and track Key Performance Indicators (KPIs) for all staff roles to drive desired outcomes ("the will"), not just tasks ("the skill")
Drive a high-performance culture focused on ownership and execution
Run daily huddles, weekly planning, and monthly reviews
Document and consolidate SOPs into a firmwide Operations Manual
Lead software transitions, automation, and AI initiatives
Convert CEO decision-making into repeatable workflows
Own the P&L and partner with finance to improve margins, pricing, and cost control
Manage vendor and referral-partner relationships and lead negotiation of terms/fees
Balance delivery capacity across tax strategists
Improve Compliance and Manage the existing team that own client delivery – tax plans, tax return extension filing deadlines, tax return filing deadlines
Build scalable org charts for 15- and 50-person firms
Create a predictable recruiting and onboarding system
Run quarterly planning to replace reactive execution
Identify and solve operational bottlenecks
Shadow CEO heavily, map processes, understand systems and design, own a weekly ops meeting
Meet 1:1 with every team member
Map hidden dependencies on the CEO
Understand technology stack that the firm uses along with AI tools we’re rolling out
Complete the training on our client's journey, how we deliver more value, how the firm plans to improve client retention, how to get client referrals from existing clients and how to install the upsell revenue streams
Meet with key stakeholders (Tax Planners; Sales Rep, Marketing Manager, Fractional HR, Fractional Recruiter, Fractional Legal Team, Existing Referral Partners, Client Success Manager) to understand our client base and determine what has and has not been working from an expansion perspective
Team up with Tax Manager to improve strength of our service
Understand performance management framework, PTO approval process, onboarding new client and onboarding new team member process
Take over Daily Huddle meetings, weekly capacity planning, deadline management, workflow assignments, client onboarding execution, internal escalations
Improve or rebuild SOPs
Establish clear KPIs: On-Time Delivery; Utilization; Rework rate and Client Satisfaction
Start Implementation on how the firm plans to improve client retention, to get client referrals from existing clients and how to install the upsell revenue streams
Start meeting (all virtually) our external stakeholders to build the network
Ad Hoc Projects, if any
Complete Implementation on how the firm plans to improve client retention, to get client referrals and install upsell revenue streams
Proactive hiring plan and margin improvement initiatives
AI/process improvements across Delivery
You bring solutions to CEO, not problems
You push back on bad ideas
Qualification
Required
Demonstrated track record of taking vision/strategy and translating it into clear, measured, and successful execution
Experience in a similar role in a professional services industry
Ability to have direct, fact-based conversations that hold team members accountable without emotion
Deep passion for building and documenting scalable systems (SOPs, workflows, decision trees) to remove organizational bottlenecks
Prior experience running operations for a similar professional service business from $2M to $10M range
Ability to work hands-on in all areas that are not sales/content/vision
10+ years in operations / delivery / client success in professional services, consulting, tax, accounting, or similar environment
Highly organized, data driven, with solid attention to details and critical thinking skills
30-day resignation notice (in place of two weeks)
Disincentives for resigning mid–tax season
US Based Candidates only in Central and Eastern Time Zone
Currently have a full time job
Have worked remotely before
Preferred
Experience in tax, accounting, financial services, or compliance-heavy industries
Familiarity with CRMs (Karbon, ProConnect), project management tools, and basic reporting
Benefits
Mainly Remote, Occasional Travel for Conferences, Team Retreats, and Learning Events
100% company-paid health, dental, Short Term and Long Term disability insurance
PTO (up to 4 weeks)
401(k) with up to 6% company contributions
HSA or FSA Available
Fully covered CPE, if applicable.
Company
Shah & Associates CPAs PA
💰Ready to start saving? Book your free tax assessment call here: https://go.oncehub.com/WebDiscoveryCall We help small to mid sized businesses owners with annual sales of $1M+ identify ways to reduce their taxes by an average of $50k+ within 90 days depending on the size of the business.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase