Partner of Operations (CPA) / Chief Operating Officer (COO) - Boutique CPA firm

We are a TOP 20 NY CPA firm— an independent, full-service accounting and advisory firm dedicated to helping businesses and individuals achieve their financial goals. With offices in Long Island, New York City, and White Plains, we deliver high-quality accounting, consulting, and advisory services supported by a team of experienced professionals. Our firm is in a period of exciting growth, driven by a clear strategic vision and a commitment to innovation, client service, and operational excellence.

We pride ourselves on fostering a collaborative, entrepreneurial culture where talented professionals can thrive. As we expand our reach and integrate newly acquired firms, our focus remains on maintaining strong client relationships while building a scalable, unified platform. Joining our team means becoming part of a dynamic organization that values expertise, initiative, and the opportunity to make a lasting impact in the accounting and advisory industry.

Due to growth, we are seeking a Chief Operations Officer on our team in Woodbury.

Benefits:

401(k)
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Job Details:

We are currently seeking an exceptional, dynamic, and experienced Chief Operating Officer (COO) for our boutique CPA firm. Our firm is a highly reputable entity in the Accounting and Finance industry, known for our commitment to superior client service, professionalism, and innovative approach. The COO will play a pivotal role in the overall management of the firm, ensuring streamlined operations, increased productivity, and the achievement of strategic goals. This is a permanent position that requires a leader with a strong operational background and a proven track record in managing and growing a successful organization.

Responsibilities:

• Oversee daily operations of the firm, ensuring efficient and effective execution of processes and procedures.
• Collaborate with the CEO and other senior leaders to develop and implement strategic plans and initiatives.
• Foster a success-oriented, accountable environment within the firm.
• Directly manage the firm's partners, promoting a culture of high performance and continuous improvement.
• Oversee the firm's financial operations, including budgeting, financial planning, and analysis.
• Develop and implement robust operational controls, administrative and reporting procedures, and systems to meet and surpass business objectives.
• Drive the firm's performance by enhancing revenue, reducing costs, and ensuring superior client service.
• Ensure compliance with tax laws and regulations while identifying opportunities for tax optimization.
• Act as a strategic advisor on key operational and business decisions.
• Foster and cultivate stakeholder relationships on city, state, and national levels.

Qualifications:

• CPA
• Bachelor’s degree in Business Administration, Finance, or related field. An MBA or related advanced degree is preferred.
• Minimum of 5 years of senior leadership experience in a CPA firm.
• Proven track record of managing a firm's operations, leading to increased productivity and profitability.
• Comprehensive understanding of federal, state, and local tax laws.
• Strong financial and accounting background, including an understanding of profit and loss, balance sheet and cash flow management, and general finance and budgeting.
• Exceptional leadership skills, with an ability to communicate and manage staff at all levels.
• Excellent interpersonal and public speaking skills.
• Proficient in using business software including Microsoft Office Suite and current accounting software.
• Proven negotiation skills, with a problem-solving attitude.
• Ability to inspire confidence and create trust.
• Ability to plan, multi-task and manage time effectively.
• Strong writing and presentation skills.
• High level of integrity and dependability with a strong sense of urgency and results-orientation.
• Experience in planning, organization, and development.
• Excellent decision-making and leadership capabilities.
• Adaptable to change and ability to handle pressure under fast-paced and growth-oriented environment.

This is a fantastic opportunity for a seasoned professional to join a growing firm where their skills and contribution will have a significant impact. If you are a visionary leader with a strong operational acumen and the ability to drive the success of a dynamic organization, we would love to hear from you!