Staff Workflow Manager (Operations) -- CPA Firm
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.
