Operations Coordinator

Job Description This Role reports to the Operations Manager and exists to own the firm's work intake and planning system, improve processes and drive operational efficiency. Ensure no client or internal work—especially one-off and non-standard tasks—falls through the cracks by enforcing clear planning, ownership, and follow-through in the client practice management system - Canopy.We're not a traditional accounting firm. As a boutique practice, we offer individualized attention and flexibility for both clients and team members. Clients receive simple solutions to complex problems and guidance from team members who listen first and speaks with clarity; our team enjoys trust, respect, and the freedom to do meaningful work where well-being matters as much as performance.Our clients and team members share one thing in common: they're on a path to excellence. For clients, that path begins with confusion and ends with confidence — a transformation from financial stress to strategic control. For our team, it's a journey of professional growth and personal fulfillment — working side by side with people who care, serve, and lead with integrity.Compensation - Overtime hourly paid at 1.5x rate is D.O.E. and discretionary bonus.Company DescriptionWe are a Golden Rule Company on the Path to Excellence acting with integrity, accountability, reliability and going the extra mile, working with an owners mindset!Company DescriptionWe are a Golden Rule Company on the Path to Excellence acting with integrity, accountability, reliability and going the extra mile, working with an owners mindset!