Firm Administrator

Firm Administrator at Truity Partners summary :

The Firm Administrator leads daily operations, drives strategic growth, and modernizes processes within a local CPA firm. They oversee billing, workflow, client information management, and staff supervision while implementing technology and automation improvements. This role partners with leadership on policy and planning to support the firm's long-term success and expansion.

• Required field.

Our client, a local Chicago CPA firm, is seeking a Firm Administrator to join their close-knit team. This is a high-impact leadership role with the opportunity to shape the firm's operations, drive strategic growth, and position the practice for long-term success. The Firm Administrator will play a key role in modernizing processes, implementing innovative technologies, and building the infrastructure needed to support both current and future expansion.

Responsibilities

Manage and organize high volumes of client information during busy seasons.

Lead projects to streamline processes and improve efficiency.

Partner with leadership on policy, planning, and decision-making.

Drive modernization through technology, automation, and quality control.

Supervise staff, support clients, and provide stability during peak periods.

Qualifications

Bachelor's degree preferred, but not required.

Skilled in QuickBooks, Microsoft Office, and technology adoption.

Strong project management ability with experience optimizing systems and billing processes.

Excellent communication and client-facing skills; able to build relationships and support leadership.

Pay Transparency Statement : The compensation philosophy reflects the Company's reasonable expectation at the time of posting. We consider a number of factors when making individual compensation decisions including, but not limited to, skill sets, experience and training, and other business needs. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

Keywords :

firm administration, operations management, CPA firm, billing and workflow, process improvement, technology implementation, project management, client information management, staff supervision, strategic growth