RMW ACCOUNTING

Head of Practice Operations

RMW ACCOUNTING

full-time

Posted on:

Location Type: Hybrid

Location: Miami • Florida • 🇺🇸 United States

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Job Level

Lead

About the role

  • Define and maintain firmwide frameworks for practice management, including developing service offerings, pricing strategy and implementation, staffing models, project management and client service standards
  • Partner with office leaders to ensure consistent technical quality and efficient, scalable client service delivery across offices
  • Coordinate staffing, including internal and external resources, across offices to optimize utilization
  • Develop and monitor KPIs to provide leadership with visibility into practice performance
  • Serve as the business strategist for office-level technology including practice management and CRM platforms (e.g., Canopy or Karbon Software) as well as point solutions (e.g. SafeSend, SurePrep, TaxGPT), ensuring our technology enhances productivity and collaboration
  • Drive firmwide adoption and effective use of practice management tools by embedding them into daily processes and accountability structures
  • Produce dashboards and insights on utilization, productivity, and client service trends, identifying opportunities for growth and efficiency
  • Craft and implement training programs (in partnership with People team) to advance technical excellence and consistency across offices
  • Mentor professionals and office leaders, ensuring alignment of technical skills, client service, and system usage
  • Act as a trusted advisor to the President and office leaders on how practice management and subject matter expertise drive the firm’s growth

Requirements

  • 10+ years in public accounting with 5+ years in a role directly responsible for firm operations (e.g. Director of Operations) or management (e.g. former firm owner or leader); experience in a high growth, multi-office environment strongly preferred
  • Current or inactive CPA or EA (enrolled agent) preferred; 3+ years as a tax practitioner strongly preferred
  • Demonstrated ability to connect domain knowledge with business strategy in a fast-growing firm
  • Proven track record of leveraging technology to drive actionable insights and productivity
  • Skilled at analyzing utilization and practice metrics and presenting insights that inform firm strategy
  • Experienced in leading professional development, training programs, and mentoring staff
  • Collaborative and influential, with the ability to build trust across multiple offices and leadership levels
  • Experience evaluating, contracting and managing outsourced resources (e.g. offshore)
  • Hands-on and entrepreneurial, with the drive to build scalable systems and frameworks and quickly turn ideas into actions and results
  • Experience navigating operational transitions related to firm acquisitions, book of business acquisitions and partner retirements / successions
  • Training in and experience successfully implementing process improvement methodologies such as Lean, Six Sigma, or Kaizen, preferred
Benefits
  • Platinum Health Insurance, FSA, Life, STD, and LTD
  • 401(k) Matching Program
  • 20 PTO Days and 7 Sick Days Annually

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
practice managementproject managementKPI developmentdata analysisprocess improvementLeanSix SigmaKaizenCRM platformstax practice
Soft skills
collaborationinfluencementoringstrategic thinkingtrust buildingcommunicationleadershiptrainingentrepreneurial mindsetadaptability
Certifications
CPAEA