Workflow Operations Manager Job at Calibre CPA Group PLLC

Calibre CPA Group PLLC Bethesda, MD 20814

JOB INFORMATION

Position Information:

The Operations Manager handles all administrative aspects of the Compliance and Tax departments from staffing, scheduling and workflow management and reporting. The individual will have excellent management skills, motivational skills, organizational skills.


JOB RESPONSIBILITIES

  • Work with Firm Management Committee to develop strategies to improve service level and efficiencies within the Tax and Payroll Compliance departments
  • Facilitate meetings with key partners to increase communications, transparency of work and processes and foster more efficient collaboration between the Compliance and Tax departments and the Firm in general
  • Oversee the continual improvement of performance standards across the Compliance and Tax operational areas
  • Oversee workflow and productivity in the Compliance and Tax departments
  • Create dashboards and production of monthly reporting with actionable insights and updates on department and individual employee performance
  • Structure and solve business problems, collaborating and coordinating with a range of internal stakeholders to develop rigorous and fact-based recommendations to senior management
  • Support managers and other firm leadership to influence adherence to department and Firm policies and procedures
  • Helps troubleshooting and resolving complex inquiries and requests from internal and external clients
  • Make recommendations regarding the best use of human and capital resources to ensure good client service


Administrative Duties:

  • Weekly status reports
  • Coordination of staffing, scheduling and workflow management

Other Duties:

  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies:

  • Organization/Time Management
  • Influence
  • Collaboration
  • Project Management
  • Written/Verbal Communication
  • Analytical Skills
  • Creative
  • Interpersonal Skills
  • Decisiveness

Position Type:

  • This is a regular, full-time position

Physical Demands:

  • This position requires movement around the office and to various locations in the building using the stairs or elevator. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Travel:

  • Travel to other Firm office locations in Chicago, New York and Los Angeles required

Work Authorization:

  • Must have valid work authorization for employment in the United States

Required Education and Experience:

  • Bachelor’s degree in business
  • Master’s degree is a plus
  • Excellent communication skills, customer service experience is a plus
  • Skilled at multi-tasking
  • Keen attention to detail


EQUAL EMPLOYMENT OPPORTUNITY:

Calibre CPA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Calibre CPA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Calibre CPA expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Calibre’s employees to perform their job duties may result in discipline up to and including discharge.




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