About the role

Head of Practice Operations at RMW Accounting overseeing firm process implementation and practice management. Ensuring high-quality service delivery and operational efficiency across offices.

Responsibilities

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

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