Director of Operations
Location: Eureka, CA
Pay: $29.00 to $35.00 per hour, based on experience
Schedule: Full-time, four-day workweek (4 x 10's)
Job Type: Direct hire
Work Arrangement: In person
About the Opportunity
A well-established CPA firm is seeking a Director of Operations to oversee daily business operations, office workflow, staffing, administrative functions, and practice management systems. This position will help the firm modernize its workflow and improve internal processes so accounting and tax professionals can remain focused on providing exceptional client service.
This is an operations leadership role. A CPA license is not required. The ideal candidate is organized, practical, technologically capable, and comfortable holding people accountable while contributing to a collaborative workplace.
Key Responsibilities
- Oversee daily operations across accounting, tax, and administrative teams
- Manage office workflow, staff capacity, scheduling, project assignments, and competing deadlines
- Monitor tax filing deadlines, extensions, outstanding client information, turnaround times, and work in process
- Contact clients regarding open items, missing information, and required documentation
- Establish consistent procedures for client onboarding, engagement letters, document collection, and delivery of completed work
- Identify workflow bottlenecks and implement practical process improvements
- Supervise administrative staff and coordinate staffing needs with technical leaders
- Support recruiting, onboarding, training, performance reviews, and staff accountability
- Coordinate employee coverage, time off, and seasonal staffing needs
- Oversee billing processes, accounts receivable follow-up, and administrative collection support
- Assist firm leadership with budgets, operating expenses, and management reporting
- Address client service concerns and coordinate timely responses
- Maintain professional communication with clients, employees, vendors, and firm leadership
Practice Management and Technology
- Maintain and improve the firm’s use of Karbon and other practice management systems
- Coordinate workflows involving CCH ProSystem fx, PFX Engagement, client portals, and document-management systems
- Manage software vendors, subscriptions, and technology support providers
- Help implement new software and workflow tools
- Train employees on the effective use of new systems
- Support procedures that protect confidential client information
Qualifications
- Five or more years of operations, practice management, or office leadership experience
- Experience managing employees, workflows, and competing deadlines
- Experience in a CPA firm, accounting firm, or professional-services environment is preferred
- Understanding of accounting firm operations, including tax-season demands, billing, and client confidentiality
- Strong organizational, communication, and problem-solving skills
- Demonstrated ability to improve processes and ensure procedures are followed consistently
- Sound judgment and discretion when handling sensitive information
- Bachelor’s degree in business, accounting, or a related field preferred
- Equivalent directly related experience will be considered
- Experience with Karbon, CCH ProSystem fx, or PFX Engagement is preferred
- Strong general technology skills and the ability to learn new workflow-management programs
Ideal Candidate
The successful candidate will be:
- Highly organized and capable of managing multiple priorities
- Comfortable following up with clients and employees when information or action is needed
- Practical, decisive, and focused on solutions
- Able to establish expectations and follow through on accountability
- Confident learning and implementing new technology
- Skilled at balancing efficiency, accuracy, client service, and employee support
- Interested in building sustainable systems rather than relying on temporary fixes
Compensation and Benefits
- $29.00 to $35.00 per hour, based on experience
- Health and life insurance
- 401(k) with profit sharing
- Paid vacation, holidays, and sick leave
- Four-day workweek
- Strong commitment to work-life balance
Why This Opportunity Stands Out
This position offers the opportunity to work directly with firm leadership and have a meaningful role in improving how an established CPA firm operates. The Director of Operations will help strengthen workflow, modernize systems, support employees, and improve the firm’s ability to provide dependable service to its clients.
Apply Today!
First, create an account and apply online at http://www.workforce.expresspros.com/. After you create your account and complete your application:
- Send us a resume (Word or PDF) to jobs.eurekaca@expresspros.com or
- Call us at (707) 268-1866 or
- Text us at (707) 268-1866
