© 2023 by Knoll & Walters LLP. Proudly created with Wix.com

  • LinkedIn Social Icon
  • Twitter Social Icon
  • Google+ Social Icon

Position Open: Operations Manager

About Hanlin Moss Yi P.S.

For more than 30 years, Hanlin Moss Yi PS professionals have been providing a variety of accounting services such as business valuation and bookkeeping to individuals and small to mid-size businesses and investors.

 

The Firm has experienced a rapid expansion of clients in the last two years, with 78% of them coming from the Chinese speaking community.  The Firm seeks continued growth, both in Washington State and among the Chinese community here and abroad.  The Firm is located in Seattle.

 

About this Position

The Firm is seeking a talented operations manager who can operate with a high level of independent judgment and discretion in responding to and planning for diverse business needs while the Firm continues to expand and grow. 

 

This position requires a mix of managerial functions, including marketing, financial management, human resources management, client relations management, and overseeing the Firm’s general operations.  The Operations Manager will work closely with Firm partners and professional staff, and will have direct client contact.

 

Job Responsibilities

 

  • Financial Management (25%) 

    • Manage Firm cash flow and prepare cash flow reports.  Develop and maintain budgets and forecast for business operations and prepare periodic reports that compare budgeted costs to actual costs.

    • Approve expense reports and vendor invoices.

    • Coordinate and negotiate with vendors on rates and system development and upgrades.

    • Review Firm financial statements, including cash flow statements, and other performance data to measure productivity and identify areas needing cost reduction.  Analyze financial data to help Firm strategically grow, invest, and find effective cost savings

    • Responsible for employee payroll.

    • Responsible for E&O insurance and its related matters.

    • Manage accounts receivable to ensure timely processing of Firm revenue

    • Establish billing rates for all staff; coordinate time and billing system; approve billings and ensure timely billings to clients.

    • Compute and prepare periodic draws for partners.

 

  • Human Resources Management (25%)

    • Prepare and maintain employment records related to performance reviews, hiring, promotions, termination, or leaves of absence

    • Employee time record keeping, including software program and updates.

    • Oversee recruitment and employee on-boarding process

    • Develop and administer personnel policies in accordance with applicable law

    • Orientation for all new employees; provide current and prospective employees with information about policies, job duties, working conditions, wages, opportunities for promotion, and employee benefits

    • Serve as link between partners and staff by handling employment-related questions and resolving workplace issues

    • Analyze training needs to encourage employee development and cultural competencies

    • Hire, fire and evaluate all administrative staff including conducting semi-annual reviews; monitor productivity of administrative staff; schedule meetings for purpose of annual staff review by partners.

 

  • Client Relationship Management (25%)

    • Interface with clients in professional and culturally competent manner to ensure positive customer service experience

    • Assess client satisfaction and make strategic recommendations to professional staff for improving overall client experience

    • Direct and implement administrative activities to support delivery of professional services

    • Maintain firm’s thank you/gift lists; develop and conduct annual client satisfaction survey; develop and maintain a coordinated firm image for firm’s printed materials and other related needs; develop promotional materials (brochures, booklets, etc.)

 

  • International Marketing (10%)

    • Implement international marketing strategy based on knowledge of Firm objectives and market characteristics

    • Coordinate promotional and marketing activities, including working with developers and advertisers to market Firm services

 

  • Systems Management (15%)

    • Ensure Firm building and IT systems are working effectively and efficiently.  Determine when Firm systems need upgrades and implement necessary changes with approval of Firm leadership. Setup computers accounts and new users for personnel.

    • Develop and maintain firm’s quality control manual; develop, revise and maintain all internal quality control forms; maintain all records in accordance with CPA peer review and other quality standards

    • Troubleshoot low-level systems issues.  Escalate to professional service providers as needed.  Work with and oversee professional service providers (i.e. IT specialist) to ensure quality and on-budget service work

    • Verify that data backups are made, tested regularly and stored offsite.

 

Skills and Training Required:

  • Bachelor’s degree in Business Administration is required, degree.  Studies in a college up to intermediate accounting is preferred.

  • Minimum 3 Years tax preparation and accounting experience in CPA firm is preferred

  • Minimum 3 Years customer service experience is required.

  • Minimum 3 years business management experience is required.

  • Minimum 3 years supervisor/manager level experience.

  • Be able to trouble shoot and solve computer and programs issues.

  • Problem solving skills with can-do attitude is a must.

  • Be able to multi-task and attention to details.

  • Public Accounting Firm Manager (PAFM) credential is required.

  • Familiarity with accounting services firms preferred

  • Cultural fluency with Chinese stakeholders is preferred

 

To apply, please email a formal resume and cover letter to:

bill@hanlinmossyi.com

 

Position Open from 02/11/2020 to 03/13/2020

No Recruiters