Chief Operating Officer

Description

Position Summary

The Chief Operating Officer (COO) is accountable for the firm’s success by diligently implementing the firm’s strategic plan, investing in a strong human capital presence, and overseeing the firm’s operation functions, including firm administration, technology, operational client service, contingency planning, and facilities. This position ensures smooth coordination in the operations of the firm, meeting budget requirements and timing deadlines. Additionally, the COO champions client success, embraces and implements the firm’s policies and procedures, and develops leaders throughout the firm. The COO works closely with the Managing Principal, Board of Managers, and other leadership team members.

FLSA Status: Exempt

Requirements

Major Duties and Responsibilities:

Strategic Operations and Firm Administration

• Collaborate with the Managing Principal and firm leadership to formulate the firm’s annual strategic plan. Leads and drives change initiatives brought forth by the strategic plan.
• Oversee prospective operational risk management through “quality control and risk management” programs developed and managed within Industry groups. Manages and coordinates retrospective risk management such as claims, subpoenas or other legal challenges by clients and or vendor partners. Responsible for all Firm insurance policies in coordination with external legal and compliance teams
• Coordinate with Director of Firm Administration in a unified operational strategy that enhances the end-to-end client experience while identifying opportunities to streamline workflows, integrate effective technologies, and elevate the employee experience
• Oversee facilities for appropriateness and suitability of office space for functionality, firm image, cost management, and strategic fit for firm objectives.
• Lead change management efforts, including communication frameworks and empowerment strategies for team leads to ensure understanding and adoption by the firm
• Recognize organizational structure gaps and partners with HR to develop action plans to address talent needs
  
  

Marketing & Practice Growth

• Collaborate with Marketing leader to develop and implement proven strategies in marketing, sales and niche development utilizing sales support, traditional marketing, marketing operations, marketing technology and new and existing product management
• Coordinate with the M&A committee, identifies targets, negotiates and structures deal terms, oversees and directs due diligence, manages target relationship and the development and execution of definitive agreements
• Support the merger integration process by facilitating operational transitions that enhance employee experience while maintaining exceptional client service
  
  

Client Service Leadership

• Lead firmwide efforts to design and implement best practices, automation and cost reduction initiatives using people, processes and technology aimed to increase profitability, decrease firm risk, improve quality and drive higher client & staff satisfaction/engagement scores.
• Collaborate with Tax and CAS Committees to drive standardized processes and procedures while ensuring data sharing and operational alignment are achieved
• Design tax learning tracks tailored to multiple career stages, ensuring alignment with firm goals and professional development needs
• Act as a connector beyond Tax and CAS by facilitating regular touchpoints with Audit and Wealth leaders to identify synergies, share best practices, and collaborate on firm-wide operational excellence initiatives
• Oversee annual training programs and federal updates which affect regulatory compliance and reliable client service
  
  

Technology & Process Optimization

• Coordinate with IT and the firm’s industry leaders to regularly evaluate current software and technology throughout the firm to ensure an effective and efficient tech stack
• Responsible for implementing effective automation initiatives and software advancements to streamline workflows, reduce redundancy, and enhance client experience
• Ensure consistent use of foundational software through training and oversight, increasing firm-wide adoption to elevate client service
  
  

Training, Culture & Leadership Development

• Partner with HR and Learning & Development to deliver onboarding, boot camps, and continuing education programs
• Support culture initiatives by reinforcing the firm’s AB1 values and leadership expectations
• Promote empathetic yet actionable leadership traits through structured listening sessions and effective coaching sessions
  
  

General Areas of Responsibility

• Attend all Board of Manager and Principal meetings
• Promote the vision, mission, and core values of the firm and supports the one firm concept
• Establishes operating policies consistent with the Managing Principal’s broad policies and objectives and ensures their successful execution
• Performs other duties as assigned
  
  

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Desired Skills, Abilities And Characteristics

• Bachelor's degree from four-year college or university and 10 to 15 years related experience and/or training; or equivalent combination of education and experience
• Proven leadership in managing cross-functional teams and driving process improvement
• Ability to maintain confidentiality of firm and client information
• Must be team oriented, contribute positively to team culture, and work well with others
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Effectively communicate through written means, including writing reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• Must be able to manage multiple projects simultaneously, reevaluate priorities quickly and communicate with the team with ease and professionalism
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to assimilate information to formulate effective strategic plan for optimum organizational results
• Ability to effectively negotiate contracts, vendor services, and other third party providers for cost effective and quality outcome for the firm
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
• To perform this job successfully, an individual should have knowledge of general accounting and Microsoft Office software
  
  

Working Environment

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

AdamsBrown, LLC. is an Equal Opportunity Employer.