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Customer Service Manager
Old Bridge Township, NJ

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CFS

Operations & Client Service Manager

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Job Description

Operations & Client Service Manager
CFS - 4.0
Old Bridge, NJ Job Details 2 days ago Benefits Profit sharing Qualifications Workflow management (operations management method) Full Job Description 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

Benefits

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