Chief Operating Officer
Shah & Associates CPAs PA
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $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
operations managementprocess mappingSOP documentationworkflow designdata analysisperformance metricsclient success managementnegotiationscalabilityKPI achievement
Soft skills
accountabilitycritical thinkingorganizational skillsattention to detailleadershipcommunicationexecutionproblem-solvingteam managementhands-on approach