CPA Firm Operations & Administrative Manager In Office

Are you ready to step into a key operational and administrative role that is the most critical role in a family-oriented forward-thinking company

Forbush & Associates is looking for the candidate that can replace the retiring glue the held our team together during the crucial busy season and also made sure we felt like a team all year round. We are looking for your exceptional skills and strategic vision.

About Us:

Established in 2001 by Dan Forbush a former Controller and CFO of NYSE-listed companies Forbush & Associates was founded on the belief that every business irrespective of size deserves top-tier financial expertise. We bring Wall Street-level insights to the heart of Reno Nevada serving as a family-owned locally-rooted CPA accounting and tax preparation firm. With a comprehensive suite of services from payroll and bookkeeping to consulting assurance and tax preparation we empower businesses to grow stronger and more profitable. We are driving continuous change and learning from within both from a technical emotional and technological perspective to push our Firm forward into the future.

Our Approach:

With over a century of combined experience we understand the crucial role administrative stability plays in fostering business success. We complement your strengths in production and marketing by providing unparalleled expertise in administration. As the third pillar of stability we ensure seamless operations improving daily workflows and enhancing cash availability for all stakeholders. Our team stands ready to navigate any business challenge offering an administrative infrastructure that optimizes efficiency and boosts profits.

Why Forbush & Associates

1. Innovation and Expertise: Join a firm at the intersection of Wall Street experience leading edge technology and local business support. Be part of a team that understands the unique financial needs of small and medium-sized enterprises. Be a voice to lead change in implementation of innovative and ground breaking technology
2. Family Atmosphere: As a family-owned business we value the importance of a supportive and collaborative work environment. At Forbush & Associates youre not just an employee; youre a valued member of our professional family.
3. Stability and Foundation: The person leaving this role has been with the Firm over 20 years and is leaving due to retirement.
4. Operational Support: Our services go beyond traditional accounting. We enhance the flow of your daily workings ensuring more cash availability for all stakeholders. Join us in building an administrative infrastructure that boosts efficiency and profits.

What We Offer:

Joining Forbush & Associates means embracing a supportive environment that values your professional and personal well-being. As our Firm Operations and Administrative Manager youll enjoy:

• Work-Life Balance: Maintain a healthy work-life balance with a consistent 40-hour workweek even during tax season. This role will require nearly 100% in office due to the nature of its duties.
• Health/Dental Insurance: Health/Dental insurance available to ensure your well-being and peace of mind.
• Vision/Life/Disability Insurance: Fully covered Vision life and disability insurance to ensure your well-being and peace of mind.
• HSA Employer Match: Up to $480 HSA Employer funded match to assist in covering medical expenses each year.
• PTO: Relax with multiple weeks of time off disconnected from the office. Enjoy added days around holidays where calendar allows
• 401k Retirement Plan: Benefit from a 401k plan with a company match securing your financial future.
• Professional development: Tuition license and organization memberships

What Youll Do:

As the Firm Operations and Administrative Manager at Forbush & Associates you will both be an initial and follow up point of contact in direct client communications and ensuring the Firm is running smoothly work is being completed and provided to Clients upon completion and making sure the team stays focused and energized as we go particularly between January and April and August to October. Your responsibilities will include:

• Firm Operations: Maintain and Develop SOPs for both internal processes and ensure timely communication with clients via practice management system as their work progresses.
• Firm Financials: Assist in billing proposal creation invoice and collections to ensure proper completion and continued success of the Firms finances.
• Firm Technology: Administer and optimize workflow/task management in the firms practice management system; evaluate and help implement complementary practice management tools. Map the internal tech stack identify gaps and redundancies and drive process documentation and SOPs
• Firm Family: Lead internal communications for assigned initiatives. Lead and plan internal event logistics including holiday parties client events luncheons and Firm employee onboard and offboard processes. and facilitate change adoption and training across the team.
• Firm Office: Manage services with janitorial utilities and access controls Manage office supplies and equipment
• Firm Policies: Maintain and roll-out firm policies. Assist with the annual updates of the employee handbook

Join Our Team:

Are you ready to bring your operations and administrative expertise to Forbush & Associates Be part of a team that prioritizes both professional excellence and personal well-being. If youre passionate about making a difference and driving success for businesses apply now and become an integral part of our family!

Additional Responsibilities

• Tax Return Operations: Oversee inflow of client documents and kick off of client projects and monitoring to ensure timely completion. Ensure client documents and completed returns are delivered to client upon completion. Review and oversee assignments and work is properly and evenly delegated across our tax department. Ensure processes are maintained and followed by all staff.
• Firm Operations: Review and assist with client intake and onboarding to ensure client is ready and prepared for project assignment. Assist with employee onboarding and training in firm policies and procedures project management and firm management software.
• Human Resource Assist with hiring of new employees through posting jobs assisting with scheduling interview and interviewing candidates for personality and cultural fit.
• Client Experience: Ensure clients receive a white glove high leave of service during onboarding process and manage until project has been assigned to staff. Oversee inbound client inquiries and assist with gathering initial items in order to be assessed by our tax leaders

Key Requirements:

• Experience: 3 years in a Administrative operations and or/project management role. Helpful if within a professional services firm (accounting law engineering architect)
• Technology: Hands-on experience implementing/administering project/practice-management tools. Experience administering modern practice/workflow management platforms. Proficient with cloud-based email chat and document collaboration suites.
• Clarity: Highly organized detail-oriented. Ability to create clear documentation quick-start guides and training materials to drive tool/process adoption.
• Adaptability: Comfortable prioritizing amid shifting needs client requests and deadlines

Beneficial Background Requirements:

• Experience: Directly with accounting audit or tax professional service firms
• Attitude: Must have a take-charge get-things-done attitude
• Technology: Use of tools such as TaxDome KarbonHQ FinancialCents Canopy Zapier Make Power Automate Calendly Sage 50 QBO Proposal/Billing Softwares