Director of Operations - South Florida
Crete Professionals Alliance, LLC, Coral Gables, Florida, United States
Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 31 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?
Our member firm is hiring for their offices based in South Florida! We are seeking a strategic and results-driven
Director of Operations
to lead and optimize operations within our growing CPA firm. The Director of Operations is responsible for overseeing the firm’s day-to-day operational functions to ensure efficiency, profitability, and scalability. This role works closely with firm leadership to implement strategic initiatives, improve internal processes, manage administrative teams, and drive operational excellence across all departments, including tax, audit, advisory, and client services. The ideal candidate is a strong leader with experience in professional services, preferably within a CPA or accounting firm, who understands workflow management, budgeting, compliance, and performance metrics.
Key Responsibilities Operational Leadership
Oversee daily operations of the firm to ensure efficiency and consistency across departments
Develop and implement operational policies, procedures, and best practices
Monitor workflow management for tax, audit, and advisory engagements
Identify process improvement opportunities to increase productivity and reduce bottlenecks
Ensure operational alignment with firm goals and strategic initiatives
Financial & Performance Management
Oversee firm budgets in coordination with partners
Monitor KPIs including realization, utilization, billable hours, and profitability
Analyze financial performance and recommend operational adjustments
Assist with forecasting, capacity planning, and resource allocation
Systems & Technology Oversight
Oversee practice management systems (ERP), workflow tools, document management systems, and billing platforms
Lead implementation of new software and operational technology solutions
Ensure data accuracy and reporting integrity across systems
Improve automation and efficiency through technology optimization
Compliance & Risk Management
Ensure operational compliance with regulatory and professional standards
Maintain internal controls and quality assurance procedures
Oversee engagement tracking, documentation standards, and firm policies related directly to operations
Client Experience & Service Standards
Ensure consistent client service standards across departments
Monitor turnaround times and service metrics
Address operational issues that impact client satisfaction
Qualifications
Bachelor’s degree in Business Administration, Accounting, Finance, or related field (MBA preferred)
7+ years of operational leadership experience, preferably in a CPA or professional services firm
Strong understanding of accounting firm workflows (tax, audit, advisory)
Experience with practice management software and ERP systems
Proven ability to manage budgets and performance metrics
Exceptional leadership, communication, and organizational skills
This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
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Our member firm is hiring for their offices based in South Florida! We are seeking a strategic and results-driven
Director of Operations
to lead and optimize operations within our growing CPA firm. The Director of Operations is responsible for overseeing the firm’s day-to-day operational functions to ensure efficiency, profitability, and scalability. This role works closely with firm leadership to implement strategic initiatives, improve internal processes, manage administrative teams, and drive operational excellence across all departments, including tax, audit, advisory, and client services. The ideal candidate is a strong leader with experience in professional services, preferably within a CPA or accounting firm, who understands workflow management, budgeting, compliance, and performance metrics.
Key Responsibilities Operational Leadership
Oversee daily operations of the firm to ensure efficiency and consistency across departments
Develop and implement operational policies, procedures, and best practices
Monitor workflow management for tax, audit, and advisory engagements
Identify process improvement opportunities to increase productivity and reduce bottlenecks
Ensure operational alignment with firm goals and strategic initiatives
Financial & Performance Management
Oversee firm budgets in coordination with partners
Monitor KPIs including realization, utilization, billable hours, and profitability
Analyze financial performance and recommend operational adjustments
Assist with forecasting, capacity planning, and resource allocation
Systems & Technology Oversight
Oversee practice management systems (ERP), workflow tools, document management systems, and billing platforms
Lead implementation of new software and operational technology solutions
Ensure data accuracy and reporting integrity across systems
Improve automation and efficiency through technology optimization
Compliance & Risk Management
Ensure operational compliance with regulatory and professional standards
Maintain internal controls and quality assurance procedures
Oversee engagement tracking, documentation standards, and firm policies related directly to operations
Client Experience & Service Standards
Ensure consistent client service standards across departments
Monitor turnaround times and service metrics
Address operational issues that impact client satisfaction
Qualifications
Bachelor’s degree in Business Administration, Accounting, Finance, or related field (MBA preferred)
7+ years of operational leadership experience, preferably in a CPA or professional services firm
Strong understanding of accounting firm workflows (tax, audit, advisory)
Experience with practice management software and ERP systems
Proven ability to manage budgets and performance metrics
Exceptional leadership, communication, and organizational skills
This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
#J-18808-Ljbffr