Practice Operations Manager

Job Description

About RMJ Consultant

RMJ Consultant is a fast-growing, multi-service accounting and tax advisory firm based in Houston, TX. We provide tax preparation, tax planning, tax resolution, bookkeeping, CFO advisory, and advanced financial strategy services to business owners and high-income professionals.

We are entering a scale and acquisition phase, with plans to grow through both organic expansion and firm acquisitions. We are seeking a senior operator who can run the firm day-to-day, build systems, lead teams, and drive performance—allowing the Founder to focus on growth, capital, and strategy.

Role Summary

The Director of Operations / Managing Director will serve as the #2 executive and be responsible for running RMJ Consultant’s operations end-to-end. This role owns execution, people, systems, and performance.

This is not an administrative office manager role. The ideal candidate has a strong accounting or tax firm background, understands how professional service firms operate, and can both lead strategically and execute tactically when needed.

Key Responsibilities

Firm Operations & Execution

Oversee all daily operations of the accounting and tax practice

Ensure timely, accurate delivery of tax preparation, planning, bookkeeping, and advisory services

Manage workflows during tax season and off-season

Handle complex client escalations and operational decision-making

Step into technical or review work when required

SOPs, Systems & Process Design

Build, document, and maintain SOPs for:

Tax preparation & review

Tax planning & advisory

Bookkeeping & CFO services

Client onboarding & communication

Quality control and compliance

Reduce founder dependency through systemization

Implement operational tools and workflows to improve efficiency

KPIs, Performance & Profitability

Design and track KPIs including:

Revenue per client

Turnaround time

Error and rework rates

Client retention

Upsell and cross-sell conversion

Monitor margins and operational efficiency

Deliver weekly and monthly performance reports to leadership

Team Leadership & Talent Management

Lead and manage staff (tax preparers, bookkeepers, VAs, contractors)

Onboard, train, and develop team members

Enforce accountability, quality standards, and firm culture

Participate in hiring, performance management, and termination decisions

Growth & Expansion Support

Support implementation of higher-value services (tax planning, tax resolution, CFO advisory, insurance integration where compliant)

Assist with onboarding and integration of acquired firms

Prepare RMJ Consultant to scale from hundreds to thousands of clients annually

Help position the firm as acquisition-ready and institution-grade

Qualifications

Required

5+ years of experience in an accounting or tax firm environment

Strong understanding of tax operations and professional services workflows

Proven experience managing teams and firm operations

Ability to both lead strategically and execute hands-on when needed

Strongly Preferred

CPA or Enrolled Agent (EA)

Prior role as Operations Manager, Practice Manager, Senior Manager, or Director

Experience in a $1M+ revenue accounting or tax firm

Exposure to tax planning, advisory, or firm acquisitions

Full-time