Benefits:
- IRA with employer match
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
About BW&O CPAs
Beebout, Williams & Olds CPAs is a growing, tech forward, and mission driven public accounting firm serving individuals and a range of businesses including privately held companies, affordable housing and not-for-profit organizations. We value innovation, team collaboration, and meaningful work.
The Role
Lead the operating functions of the firm. You will oversee the people, processes, vendors, and tools that keep the firm moving—client intake and onboarding, maintaining standard operating procedures (SOPs) for all areas of the firm, HR administration, invoice communication and AR collections management, preparing firm metrics for Principals, managing vendor relationships and subscriptions, liaison with our IT service provider, and office space management so Principals, Directors, and client service teams can focus on superior client service and timely delivery.
What You’ll Lead
What You’ll Lead
Firm Operations
- Maintain, develop, and/or help improve SOPs for internal functions and external client services within our practice management platform.
- Standardize naming conventions for all internal documents and work items
- New Client Intake and Onboarding
- Hire, train, schedule, and supervise Operations Coordinator(s) and admin staff.
Tax Return Operations
- Oversee operations staff on tax processing work-ensure accurate and timely completion
- Manage tax processing work assignments to delegate evenly between operations team
- Ensure firm SOPs are maintained during tax return processing and following timely completion
Human Resources Administration
- Assist with the hiring of new employees by posting jobs, scheduling interviews, preparing Managers and Principals for interviews.
- Track PTO, time-off requests, remote work agreements, and team schedules.
- Assist with Performance Review cycles-preparing review forms, managing deadlines, and coordination of performance review meetings.
- Onboarding new employees
- Offboarding exiting employees
Billing and Firm Reporting
- Prepare billing review for Principals with Tax and Audit Managers following a standard billing cycle.
- Manage the AR collections process with operations and administrative staff
- Prepare dashboard reports for Managers, Directors, and Principals and schedule reoccurring meetings to review.
- Vendor and subscription management of all firm software, renewals, and licenses.
Technology & IT Liaison
- Internal point person between IT managed service provider (IT/MSP)
- Coordinate new device set up for employees with IT/MSP
- Coordinate IT trainings with IT/MSP annually
Client Service & Experience
- Ensure new clients follow the onboarding process and manage set up until work has been assigned.
- Oversee administrative team on inbound client inquiries and ensure completion and assist with escalation to Principals
- Work with Chief of Operations on client facing communication templates
Compliance & Policies
- Maintain and roll-out firm policies
- Assist with the annual updates of the employee handbook
- Maintain CPE tracking and renewals for EA’s and CPA’s
- Support Audit Director with Peer Review tasks
Facilities
- Manage services with janitorial, utilities, and access controls
- Manage office supplies and equipment
- Vendors and Contracts management
- Internal event logistics including holiday parties, client events, luncheons, and firm retreats.
Qualifications
- 7–10+ years in professional services operations (CPA or law firm strongly preferred), including 3+ years supervising admin staff.
- Fluency with Microsoft365 apps (Outlook, Word, Excel, Teams)
- Built and enforced SOPs
- Excellent written communication and discretion with confidential information.
- Detailed, organized, and decisive—able to lead a high-volume, detailed heavy operation.
Work Schedule & Hours
Full-time onsite at El Dorado Hills office. Standard business hours with availability for additional hours during tax deadlines and peak cycles; minimal travel.
Compensation & Benefits
Competitive base salary ($70,000–$110,000 DOE) with discretionary bonus; Healthcare and Dental, IRA with employer match, PTO, and firm holidays.
How to Apply
BW&O CPAs is an equal opportunity employer. We value diversity and are committed to an inclusive workplace.
Compensation: $70,000.00 - $110,000.00 per year
Beebout Williams & Olds CPAs
Pioneering a New Path Forward:
Your Career in Accounting Starts Here
At Beebout, Williams & Olds (BW&O CPAs), we are not just an accounting firm; we are changing the landscape of traditional accounting services. We seek to hire individuals who resonate with our core values, thrive on fostering enduring relationships, and are brimming with innovative ideas that challenge the status quo. Our client approach is a commitment to excellence, diversity of expertise, and the relentless pursuit of providing unparalleled value to our clients. Our team is a group of passionate professionals dedicated to exceeding expectations and driving growth, not only for our clients but for our people too.
Here, your career is more than a job—it's an opportunity to shape the future of accounting in the greater Sacramento area and beyond. Join us and be part of a team where your contributions are valued, and your professional growth is a shared priority
Company Website: www.bwocpa.com
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