Operations Manager (38067) (San Francisco)

Our client, a Professional Services firm, is looking for an Operations Manager who will be responsible for managing core administrative, operational, and logistical functions that support the firms productivity and growth. This role works closely with partners, managers, IT vendors, and staff across the firm. The ideal candidate is proactive, highly organized, and comfortable balancing recurring tasks with ad-hoc operational needs.

Responsibilities :

Manage and oversee client billing processes, including invoice preparation, distribution, and follow-up.

Generate and distribute weekly / monthly time management and utilization reports to partners and managers.

Maintain accurate billing records and support leadership with financial reporting as needed.

Coordinate annual recurring operational projects such as engagement letter preparation and distribution, annual offsites, and tax season planning.

Track deadlines, ensure timely completion of deliverables, and maintain organized documentation.

Oversee space planning, office layout updates, and workflow optimization.

Manage office supplies, inventory, and vendor relationships to ensure a fully functioning workspace.

Coordinate furniture and equipment procurement for new hires and facilitate workstation setup.

Foster team connection and engagement through planning virtual and in-person activities, team-building events, and morale initiatives.

Assist leadership in sustaining a positive, collaborative firm culture.

Serve as primary liaison with IT vendors and providers; coordinate monthly check-ins and address technology needs or escalations.

Support onboarding processes by ensuring access, equipment, and systems are properly set up for new employees.

Maintain operational procedures and best practices for efficiency and compliance.

Support firm leadership with miscellaneous operational duties, strategic initiatives, and special projects as needed.

Qualifications :

• 4-6+ years of experience in office management, operations, or administrative leadership; experience in a professional services or CPA / tax firm environment preferred.
• Strong organizational, analytical, and communication skills.
• Proficiency with practice management systems, billing tools, and Microsoft Office, etc.
• Ability to manage multiple priorities, maintain confidentiality, and work both independently and collaboratively.
• Professional, approachable, and solutions-oriented attitude.

DeWinter Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We post pay scales which are based on our client pay ranges. DeWinter, and our clients have the right to modify the requirements of the role which can impact the pay ranges posted.