What are the responsibilities and job description for the Firm Operations Manager position at Casey Peterson Ltd?
CASEY PETERSON, LTD
RESPONSIBILITIES FOR THE FIRM OPERATIONS MANAGER
Last updated September 1, 2024
Overview
Position and Purpose
Reporting directly to the Managing Partner, the Firm Administrator (FA) is responsible for organizing and coordinating the firm's multi-office operations, procedures, and resources to facilitate organizational effectiveness and efficiency.
This dynamic role will evolve with the firm's growth, profession changes, and client services. Exhibits the company's core values in aspects of the role.
Duties & Responsibilities
Leadership
- Direct Management of Admin Manager and Tax Personnel
- Conducts routine meetings with direct reports and informs the Managing Partner of relevant information, as needed.
- Conducts periodic individual coaching and / or review meetings with team members.
- Develop policies to ensure the security, integrity, and confidentiality of physical and electronic data and equipment in collaboration with IT Manager
- Serves on vision planning and strategic planning team(s) as assigned.
- Leads CP Connections Committee, which includes wellness and internal employee event planning.
- Participates in Medium Size Firm - Firm Administrator Group's monthly call and related activities. Provides meeting recaps and reports to the Managing Partner following each meeting.
- Establishes and maintains constant communication with multiple offices.
- Oversees internal client transition process.
- Minimum of quarterly visits to each of the other offices for the management of the administrative team and relationship development with all team members.
- Oversight and preparation for multiple deadlines and seasonal staffing needs.
- Attends partner meetings as requested.
- Liaise with the Tax, Audit, and CFO / Controller teams regarding efficiency and process improvements, support services assistance, and a uniform approach / culture across all service lines in the firm.
- Communicates progress to the Tax VP regarding engagements, challenges, and resolutions.
Processes and Procedures
Risk Management
Financial
Personnel
Skills & Qualifications
Education & Experience
Working Conditions :
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