We're Hiring: Operations Manager
Location: British Columbia, Canada
Employment Type: Full-time, Permanent
Reports To: Partner Group
About Us
We are a professional Chartered Professional Accountant (CPA) firm in Qualicum Beach, BC, providing accounting, taxation, assurance, and business advisory services to a diverse client base. We are committed to delivering high-quality service, building strong client relationships, and fostering a cooperative and supportive workplace.
We are seeking an experienced, organized, and proactive Operations Manager to oversee the day-to-day operations of our firm, improve internal processes, and support our team in delivering exceptional client service.
The Opportunity
Reporting to the Partner Group, the Operations Manager will play a key role in ensuring the firm operates efficiently and effectively. This position is ideal for a practical, solutions-oriented professional who enjoys improving systems, coordinating people and resources, and translating business priorities into effective operational practices.
The successful candidate will work closely with the partners and staff to streamline workflows, strengthen administrative processes, support team performance, and contribute to the firm's continued growth.
Key Responsibilities
Firm Operations and Process Improvement
- Manage office workflows and staff scheduling, especially during the busy tax and audit seasons.
- Develop, document, and improve policies, procedures, and internal workflows.
- Identify opportunities to improve efficiency, productivity, and service delivery.
- Monitor operational performance and recommend practical improvements.
Team Leadership and Human Resources
- Coordinate onboarding, training, and orientation for new employees.
- Support recruitment, employee development, performance management, and staff retention.
- Assist with workforce planning, scheduling, and workload distribution.
- Foster a positive, collaborative, and accountable workplace culture.
- Help ensure internal policies and employment practices are consistently applied.
Client Service and Workflow Management
- Support the planning and coordination of accounting, tax, and assurance engagements.
- Monitor workflow, deadlines, and capacity during peak periods, including tax season.
- Help ensure work is assigned appropriately and client commitments are met.
- Identify bottlenecks and work with team members to resolve operational challenges.
Technology and Administration
- Oversee the effective use of the firm's practice management, document management, and other business systems.
- Work with external IT support to coordinate technology improvements, system implementation, and updates.
- Manage the firm’s software stack, including tax preparation software, document portals, and billing systems.
- Maintain appropriate administrative controls and support the secure handling of confidential client and employee information.
Financial and Business Management
- Assist with budgeting, expense monitoring, and operational reporting.
- Monitor relevant performance indicators, such as staff utilization, workflow capacity, and turnaround times.
- Monitor accounts receivable and client billing cycles.
- Support business planning and the implementation of firm-wide initiatives.
- Provide regular operational updates and recommendations to the partners.
Marketing & Social Media
· Maintain the firm’s website and update professional profiles to build a solid online presence.
· Create, schedule, and publish educational posts, tax deadline reminders, and firm updates across LinkedIn, Facebook, and Instagram.
· Write and distribute seasonal email newsletters to clients regarding critical Canadian tax updates and corporate deadlines.
· Monitor inbound leads from the website and digital campaigns, ensuring they are routed to the correct partner or accountant.
Client Communication and Relationship Management
· Design and manage the onboarding process for new corporate and personal tax clients, ensuring engagement letters are signed and initial documents are collected.
· Implement and monitor client satisfaction surveys to gather feedback and resolve service complaints promptly.
· Coordinate and send proactive reminders to clients regarding missing documents, signature deadlines, and upcoming CRA filing dates.
Qualifications and Experience
- Post-secondary degree in Business Administration, Management or a related field or combination of relevant training and experience.
- 3 to 5 years of operations experience, preferably in a professional services or accounting firm.
- Familiarity with the structure and workflow of a Canadian public accounting practice.
- Strong organizational, analytical, and problem-solving skills.
- Demonstrated ability to manage competing priorities and meet deadlines.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft 365 and business management systems.
- Sound judgment and the ability to handle confidential information with discretion.
Experience in a CPA firm, public accounting practice, or another professional services environment is a strong asset. Familiarity with accounting practice management systems, tax-season workflows, and professional services billing processes would be advantageous.
A CPA designation is not required for this role.
What We Offer
- A competitive salary based on experience and qualifications.
- A collaborative and supportive working environment.
- The opportunity to make a meaningful impact on the firm's operations and growth.
- Professional development and opportunities for career advancement.
- A role with variety, responsibility, and direct access to firm leadership.
- A flexible work schedule and ability to work from home or remotely periodically.
- A comprehensive compensation and benefits package.
How to Apply
If you are an organized, proactive leader who enjoys building efficient systems, supporting teams, and helping a professional services business succeed, we would welcome your application.
Please submit your résumé and a brief cover letter outlining your relevant experience to
[email protected].
Application deadline: 4PM November 20, 2026
We thank all applicants for their interest. Only candidates selected for an interview will be contacted.
Pay: From $65,000.00 per year
Benefits:
- Extended health care
- RRSP match
Work Location: In person
📌 Operations Manager (Qualicum Beach)
🏢 McIntosh Norton Williams
📍 Qualicum Beach