Operations Specialist

Operation Specialist - Scheduler (Flexibility to work remote)

Company Description

AAFCPAs is an innovative and forward-thinking firm.  We have enjoyed primarily organic growth and continue our laser focus on sustained growth as an independent regional firm.  We are considered an attractive alternative to the Big 4 and National CPA firms. We provide best-value assurance, tax, outsourced accounting, business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies, wealthy individuals, and estates. Since 1973, AAFCPAs sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPA and consulting professionals. AAFCPAs donates 10% of its net profits annually to nonprofit organizations.  

AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world with 300+ member firms in 80+ countries. This provides our clients with seamless national and global coverage, along with an advantageous pay-as-you-use model.

Job Description

The Operations Specialist needs to have familiarity with the audit or accounting process, software, and language.  The ideal candidate should have 1-3 years of experience working within an accounting firm in an operational or administrative capacity. This role is perfect for someone who may have worked in public accounting but does not want to be on the client-facing side of it. 

• Responsible for creating specific niche schedule twice a year. 
• Responsible for maintaining schedule’s completeness by:
  • Balancing staff availability and client availability.
  • Reviewing holiday/PTO accommodations.
  • Ensuring jobs are staffed adequately with the levels needed.
  • Input trainings into schedule and resolve any schedule conflicts.
• Attend scheduling calls and follow up with action items to scheduling staff.
• Respond to requests from the Audit department in a timely manner regarding scheduling changes, scheduling of staff, availability, etc. 
• Review client portal two weeks before audit phases to confirm that the client has uploaded the necessary documents. If not, the Operations Specialist will contact the client and inform the manager and team, then adjust scheduled dates if necessary.
• Prepare engagement letters.  
• Administrative support to specific niche. Duties can vary per request from staff or management. 

Qualifications

A successful candidate would encompass the following:

• Detailed-oriented and be able to manage multiple tasks simultaneously.
• Working knowledge of Microsoft Office Suite products is required, with an emphasis on Excel and Word.
• 1-3 years of experience working within public accounting.
• Familiarity with the audit process, software, and language.
• Experience working in a paperless environment and remotely is strongly preferred.
• Strong interpersonal and relationship-building skills.
• Team player who is a quick learner with a positive “can-do” approach to work.

Benefits

• Competitive Salary and Bonus Plan
• Flexible, Work from Anywhere Policy (Westborough, Boston, hybrid, or remote)
• Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
• Generous and flexible PTO
• On-staff Leadership and Professional Development Coaching and Training
• Complimentary Consultations with AAF Wealth Management Wealth Advisors
• Abundant Learning and Development (CPE) Catalog and Resources
• Peer-driven and Partner-nominated Awards 
• Team Member Referral Incentives
• Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes

 *Please note that while this position is remote, occasional travel to client locations, corporate meetings and trainings may be required to facilitate effective collaboration and engagement implementation.

 All your information will be kept confidential according to EEO guidelines.

Additional Information

The salary range for this position reflects a broad set of factors considered in compensation decisions, including—but not limited to—skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At AAFCPAs, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current salary range for this role is $65,000 - $70,000 not inclusive of any bonus potential.

AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.