Job description

At James P. Moriarty, CPA, we view taxes and financial planning differently than most – as an opportunity to join forces with individuals and small business owners just like you so that we can use our skills to help your business and net worth grow.

We listen to and get to know each client so that we can curate services that meet their immediate needs and lay a foundation for their future. We also know that situations can change quickly. When those changes occur, we’ll be here for you, whether you’re a business or an individual. We are excited to join you on the journey as you make strategic financial decisions for now and set long-term goals for future growth.

Our practice is experiencing rapid growth and we are looking to add an Operations Manager to our team.

The role of the Operations Manager is to provide support in all areas of the tax and advisory practice, including:

• Managing relationships with existing clients and on-boarding new clients
• Oversee marketing campaigns and scheduling marketing activities
• Maintain client databases
• Facilitate service and new business requests
• Schedule client meetings and monitor client correspondence
• Involvement in the hiring process for new staff members
• Coordinate accounts receivables and other accounting functions

The position requires a self-starter who works independently with little supervision to achieve results. The ideal candidate will possess the following traits:

• Be proactive, deadline-driven and detail-oriented
• Be a trusted member of the firm and have a willingness to take ownership
• Anticipate requirements based on the flow of the overall business
• See projects through to completion
• Have a growth mindset

The position requires 25 to 35 hours per week. There is flexibility in terms of the days per week and hours per day depending on the candidates personal circumstances.

Job Types: Full-time, Part-time

Pay: $25.00 - $35.00 per hour

Benefits:

• 401(k) matching
• Flexible schedule
• Paid time off
• Professional development assistance

Schedule:

• Choose your own hours
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Wilmington, MA 01887: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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