Shah & Associates CPAs PA

Chief Operating Officer

Shah & Associates CPAs PA

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $190,000 - $200,000 per year

Job Level

Lead

About the role

  • The Chief Operating Officer owns everything related to delivery, people, process, and capacity—so the CEO never has to.
  • Drive operational excellence, accountability, and efficiency to support firm growth to $4M in Annual Recurring Revenue with a 50% profit margin.
  • Serve as the firm’s day-to-day execution leader, allowing the CEO to focus exclusively on vision, strategy, and R&D.
  • Directly manage a team of approximately 8 team members and will be responsible for scaling the organization to 15+ people while maintaining performance, culture, and profitability.
  • Shadow CEO heavily, map processes, understand systems and design, own a weekly ops meeting.
  • Meet key stakeholders to understand the client base and determine what has and has not been working from an expansion perspective.
  • Document and consolidate SOPs into a firmwide Operations Manual.
  • Manage vendor and referral-partner relationships and lead negotiation of terms/fees.

Requirements

  • A True Executor: Demonstrated track record of taking vision/strategy and translating it into clear, measured, and successful execution.
  • Accountability Driver: The confidence and ability to have direct, fact-based conversations that hold team members accountable without emotion.
  • Systems Thinker: A deep passion for building and documenting scalable systems (SOPs, workflows, decision trees) to remove organizational bottlenecks.
  • Prior Experience: You MUST have ran ops for a similar professional service business from $2M to $10M range.
  • Ability to work Hands On: You run everything that is not sales/content/vision.
  • Record of Stable Work History: We are looking for someone that has lived the consequences of their operations design
  • Have 10+ years in operations / delivery / client success in professional services, consulting, tax, accounting, or similar environment AND have achieved the KPIs.
  • Are highly organized, data driven, have solid attention to details and critical thinking skills.
  • 30-day resignation notice (in place of two weeks).
  • Disincentives for resigning mid–tax season.
  • MUST currently have a full time job.
  • MUST have worked remotely before.
  • Nice to have (not required): Experience in tax, accounting, financial services, or compliance-heavy industries.
  • Familiarity with CRMs (Karbon, ProConnect), project management tools, and basic reporting.
Benefits
  • Base Salary: $190,000 - $200,000
  • Performance Bonus: Up to $60,000
  • Mainly Remote, Occasional Travel for Conferences, Team Retreats, and Learning Events
  • 100% company-paid health, dental, Short Term and Long Term disability insurance
  • PTO (up to 4 weeks)
  • 401(k) with up to 6% company contributions
  • HSA or FSA Available
  • Fully covered CPE, if applicable.
Applicant Tracking System Keywords

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

Hard Skills & Tools
operations managementprocess mappingSOP documentationworkflow designdata analysisperformance metricsclient success managementnegotiationscalabilityKPI achievement
Soft Skills
accountabilitycritical thinkingorganizational skillsattention to detailleadershipcommunicationexecutionproblem-solvingteam managementhands-on approach