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Customer Service Manager
Old Bridge, NJ

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Creative Financial Staffing

Operations & Client Service Manager

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Job Description

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Ready to step into a leadership role where your impact is measured by how smoothly the team operates, not by technical tax reviews? Join a growing firm where you'll drive workflow excellence, solve problems before they escalate, and work directly with firm leadership. Operations & Client Service Manager Old Bridge, NJ- fully onsite $70,000-80,000 + bonus +
OT Why This Opportunity Stands Out:
  • Lead and influence the daily operations of an established tax practice
  • Work directly with firm partners and gain high visibility across the organization
  • Own process improvement initiatives and help shape how work gets done
  • Empowered to make decisions, resolve issues, and reallocate workflow without unnecessary bureaucracy
  • Strong long-term career growth within a respected and growing firm
  • Competitive benefits, bonus opportunities, profit sharing, and professional development support
Target Compensation:
Key Responsibilities for the
Operations & Client Service Manager:
  • Monitor team workload, deadlines, and file status using workflow management systems
  • Identify and resolve bottlenecks before they impact client service or deadlines
  • Lead regular check-ins with CPAs to keep projects moving and remove obstacles
  • Manage client service escalations and oversee issue resolution from start to finish
  • Provide partners with ongoing updates on workflow, performance metrics, and team capacity Qualifications for the
Operations & Client Service Manager:
  • 3+ years of team leadership experience within accounting, tax, or professional services
  • Experience managing workflows, priorities, and operational processes
  • Familiarity with practice management software; Canopy experience is a plus
  • Proven ability to drive accountability and manage multiple priorities effectively #
INSEP2026
#LI-SM1 EB-7842421394

Benefits

  • Professional Development
  • Dental Insurance
  • Employee Stock Options (ESOs)