Job Description
We are looking for an experienced operations-focused Project Manager to support a CPA firm on a contract basis. This role is suited for someone with public accounting experience who can evaluate existing workflows, identify inefficiencies, and implement practical improvements that strengthen day-to-day operations. The ideal candidate brings deep knowledge of accounting environments and can work across teams to introduce effective processes, tools, and best practices.
Responsibilities:
• Review current operational and accounting workflows to uncover gaps, streamline activities, and improve overall efficiency.
• Lead process improvement initiatives that support stronger execution, better coordination, and more consistent outcomes across the firm.
• Partner with internal stakeholders to evaluate how work is performed and recommend practical changes aligned with business needs.
• Apply public accounting experience to refine procedures, strengthen controls, and promote operational best practices.
• Oversee projects from planning through implementation, ensuring timelines, priorities, and deliverables remain on track.
• Utilize QuickBooks knowledge to assess related processes, support optimization efforts, and improve the effectiveness of financial operations.
• Provide guidance on the use of TaxDome and other operational tools as part of broader workflow enhancement efforts.
• Track progress, communicate updates, and help teams adopt improved processes successfully.• 10+ years of experience in public accounting.
• Proven background in evaluating business processes and driving operational improvements.
• Strong understanding of best practices within accounting or service-based environments.
• Hands-on experience with QuickBooks.
• Ability to manage projects independently and coordinate multiple priorities effectively.
• Strong analytical, organizational, and problem-solving skills.
• Effective communication skills with the ability to work across teams and stakeholders.
