What are the responsibilities and job description for the Operations Manager, Consulting position at LSL?
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We are one of the largest regional accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support & solutions to businesses, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally.
Operations Manager, Consulting
The Operations Manager will focus on the overall administration, strategic planning, and operational efficiency of the Consulting Department. Involves close collaboration with Consulting Partners, COO, senior leadership, and cross-departmental teams to ensure the Consulting department runs smoothly and meets both internal and regulatory requirements.
What you will be doing:
- Oversee engagement scheduling, staffing allocation, and resource management for Consulting Department
- Manage billing and collections for Consulting clients, and work closely with cross-engagement leadership to ensure timely and accurate invoice procedures
- Manage internal communications within the department, ensuring alignment with firm-wide initiatives and implementation of the firm strategic plan
- Supervise and streamline administrative processes to enhance productivity and quality of service – coordinating with tasks assigned to Executive Assistant and/or administrative support staff
- Ensure compliance with regulatory bodies (AICPA, NASBA, state boards) regarding continuing education and industry requirements
- Oversee tracking and reporting of CPE for Consulting team members, ensuring timely compliance with licensing requirements
- Collaborate with Partners, Training Committee, and Management to provide learning opportunities, plan training events & webinars, and coordinate logistics for in-person training
- Lead special projects, such as new software implementation, PCS project management & budgeting, process improvements/automation, and policy updates
- Manage department-wide initiatives, such as client service improvements, business development, and internal process improvements
- Manage new-hire onboarding, plan training schedule and department meetings, ensuring a smooth transition into the department
- Support employee engagement, and plan retention initiatives within the Consulting department
- Partner with leadership to foster a positive work environment and enhance team collaboration
- Plan and coordinate firm-wide and departmental events, maintain vendor relationships, and track travel data, budgets, etc.
- Provide support for the department with PCS, CCH, Compass, LCvista, Bill.com Expense Reports, and other department specific programs and software
- Coordinate proposal process and contract review/engagement letters for new clients; contract management ensuring all contracts are current.
- Manage new-client onboarding—Update PCS, spreadsheets, track scheduling and project creation/initiation, kickoff meeting, technology setup
- Other duties as assigned
SUPERVISORY RESPONSIBILITIES:
- Oversee daily administrative functions, ensuring efficient productivity and reasonable workload for Consulting Executive Assistant (EA) & Consulting Administrative Assistant (AA)
- Collaborating with Consulting EA & AA on day-to-day operations and goals within the department
- Manage scheduling and time-off/vacation requests for Consulting EA & AA
- Responsible for the development, coaching and training of the Consulting EA & AA
- Participates in reviews and evaluations for the Consulting EA & AA
- Demonstrated ability to plan and organize projects
Preferred Qualifications:
- High School Diploma or GED, required
- Bachelor’s degree, preferred
- 5 years’ professional services firm operations or administrative experience, required
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint and Teams), required
- Knowledge of Practice CS and PowerBi, preferred
- Ability to manage multiple projects at any given time, prioritize work for yourself and your team, manage deadlines
- Demonstrate a general understanding of the Firm’s services
- Positive attitude, team player, cooperative and responsive to training, supervision and constructive feedback
- Understands the vision of LSL
- Excellent verbal and written communication
- Exercises discretion and confidentiality
- Professional behavior and appearance
- Organization skills and ability to multitask
- Time management & ability to meet deadlines
- Problem solving and decision making
- Event coordination
At LSL CPAs, we offer competitive compensation and benefits package along with a supportive team-focused environment. Our remote work environment allows you the freedom to manage your personal commitments while staying dedicated to serving our clients.
Work Authorization:
Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.
