Legal & Business Operations Manager Open

We are seeking a highly capable Legal & Business Operations Manager to join our accounting firm as soon as possible. This is a client facing position for a professional with a required law degree, exceptional English communication skills, strong organizational abilities, and demonstrated managerial potential. The individual will initially assist with legal and professional drafting, client correspondence, administrative matters, and coordination. The expectation, however, is that this person will learn the firm's complete operation and develop into a key member of management who can coordinate team members, manage workflows, communicate with clients, and help ensure matters move from assignment through completion. This is not a traditional administrative assistant position. We are looking for someone who can think critically, communicate professionally, take ownership, coordinate others, and understand the broader operation of the firm. Core Responsibilities Responsibilities will include: Draft engagement letters, abatement letters, response letters, and other formal correspondence Review documents and supporting information to understand client matters Prepare professional communications on behalf of the firm Communicate directly with clients regarding requests, documentation, status updates, and next steps Explain matters to clients clearly and professionally Gather information from clients and ask appropriate follow up questions Coordinate client matters with accountants, CPAs, administrative staff, management, and other team members Track outstanding assignments, documents, deadlines, and client requests Follow up consistently with clients and internal team members Identify missing information and determine what is required to move matters forward Proofread and review documents for accuracy, completeness, grammar, and professionalism Maintain organized documentation and records Assist management with administrative and operational responsibilities Client Communication This is a client facing role, and exceptional English communication skills are required. The successful candidate must be able to represent the firm professionally when communicating with clients by telephone, video conference, email, and written correspondence. We need someone who can listen to a client's situation, understand the underlying issue, organize the relevant information, and explain complicated matters in clear and understandable English. The individual must be able to: Speak fluent and professional English Articulate ideas clearly and confidently Explain processes and complex matters in terms clients can understand Conduct professional client calls and meetings Ask intelligent and relevant questions Communicate next steps and expectations clearly Write polished professional correspondence Handle difficult or confused clients professionally Provide clients with appropriate status updates Recognize when a matter requires escalation to a CPA, accountant, attorney, or management Communicate confidently on behalf of the firm while understanding the limits of their authority Strong written English alone is not sufficient. Professional verbal communication and the ability to articulate and explain matters to clients are essential requirements for this position. Operations & Workflow Management The individual will be expected to develop a comprehensive understanding of how the firm operates. As that knowledge develops, responsibilities will expand to include: Coordinate work among accountants, administrative staff, management, and other team members Understand how client matters move through the firm from intake through completion Monitor open matters and outstanding assignments Make sure responsibilities have clear ownership Follow up with team members regarding incomplete work Monitor deadlines and priorities Coordinate handoffs between team members Identify bottlenecks and communication gaps Help improve internal workflows and procedures Document and standardize recurring processes Participate in operational meetings and track resulting action items Help management implement new processes and systems Escalate problems before they become urgent Maintain visibility into outstanding client matters Help ensure client requests and internal assignments do not fall through the cracks Proactivity & Ownership We are specifically looking for someone who takes ownership rather than waits for instructions. If a client has not responded, follow up. If a team member has an outstanding assignment, check its status. If information is missing, determine what is needed. If a deadline is approaching, raise the issue before the deadline. If something is preventing a matter from progressing, identify the problem and work with the appropriate people to resolve it. If a workflow repeatedly creates problems, bring the issue to management and help develop a better process. The person in this position should constantly understand: What needs to happen next? Who is responsible? When is it due? What are we waiting for? Has the client been updated? What is preventing completion? Required Qualifications Law degree required Exceptional spoken and written English Ability to articulate and explain complex information clearly Strong professional writing and drafting ability Strong client facing communication skills Excellent judgment and professionalism Strong organizational and follow up skills Managerial or leadership capabilities Ability to coordinate multiple people and assignments Ability to prioritize competing responsibilities and deadlines Strong attention to detail Ability to learn complex business processes quickly Ability to work independently and take ownership Strong problem solving and critical thinking skills Comfortable holding others accountable for outstanding responsibilities Strong computer skills and ability to learn new systems Preferred Experience Experience in one or more of the following areas is highly desirable: Accounting firms, tax practices, professional services firms, legal practices, tax correspondence, engagement letters, penalty abatement letters, IRS or state tax matters, client management, operations management, project coordination, or workflow management. An active attorney license is beneficial but is not required unless otherwise specified. Long Term Opportunity We are not looking for someone who wants to remain solely in an administrative support position. The goal is to develop this individual into someone who understands the firm's operations, clients, staff, systems, and workflows well enough to become a trusted operational resource for firm leadership. The right candidate should have the potential to take increasing responsibility for client coordination, staff coordination, workflow management, operational oversight, and internal process improvement. We are looking for someone who wants to learn the business, take responsibility, develop leadership skills, and grow with the firm. Immediate availability is strongly preferred.