Accounting Practice Operations Specialist

📍 South Africa (Remote)

💰 R550,000 – R650,000 per year

🚀 Own firm operations, practice management stack, and AI workflows

💡 Direct access to executive leadership and high operational autonomy

Role Overview

Our client, an established and tech-forward US financial advisory practice, is seeking an Accounting Practice Operations Specialist to take complete ownership of their internal operations and software stack. The firm leverages a fully remote, cloud-first technology stack to deliver streamlined practice management and exceptional client service.

Reporting directly to the CEO, you will oversee work in progress, billing, client data integrity, tax filing administration, and multi-system integrations to ensure seamless data flow across the firm. As the practice scales, this high-autonomy seat offers a clear path toward designing advanced system architectures and leading firm operations.

Key Responsibilities

• Manage the monthly billing cycle and work-in-progress in practice management systems, run automated spreadsheet tools, issue invoices, and support platform migrations.
• Maintain organised client records across cloud accounting platforms, email campaign software, and internal return-tracking systems.
• Execute tax filing submissions to taxing authorities, tracking every return through to acceptance with same-day exception escalation.
• Produce recurring KPI reports from internal dashboards and manage administrative records, including time logs, vacation requests, and firm documentation.
• Oversee compliance calendars to track staff professional education credits, insurance renewals, and software subscriptions.
• Administer phone system call flows, manage credential vaults in accordance with security guidelines, and build integrations to eliminate duplicate data entry.
• Utilise AI tools daily for communication drafting, data cleanup, process documentation, and workflow automations.

Qualifications & Experience

• 3+ years' experience in operations, practice administration, or executive support owning multi-system workflows end-to-end.
• Demonstrated systems aptitude with proven capability to learn software quickly and troubleshoot independently.
• Advanced spreadsheet skills in MS Excel or Google Sheets, with experience maintaining and enhancing semi-automated workbooks.
• Experience with accounting practice management platforms (such as GreatSoft, Xero Practice Manager, Accfin Sky, SmartPractice, or Caseware Practice Management) is advantageous.
• Fluency in written and spoken English with professional, client-ready communication skills.
• Ability to work shifted South African business hours to guarantee a daily 3 to 4 hour overlap with US Pacific Time.
• Experience within an accounting, legal, or professional services practice serving US clients is advantageous.

Salary & Benefits

• R550,000 – R650,000 per year