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Operations Specialist

Bland & Associates, P.C.

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Location:
United States , Omaha

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Category:
Office Administration

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Our recent growth has led to a new opportunity for an Operations Specialist to support one of our core service departments: Audit, Tax, Client Accounting, & Advisory Services. In this role, you will play a key part on our Operations Team and be hands-on in keeping client workflows organized, accurate, and moving forward.

Job Responsibility:

  • Coordinate onboarding of new clients, including gathering documentation, setting up systems, and ensuring a smooth handoff to service teams
  • Manage client offboarding by organizing records, finalizing access, and ensuring data privacy standards are met
  • Track onboarding/offboarding progress and support continuous process improvements
  • Assist with invoicing and billing for your assigned department
  • Review time entries, generate invoices, and help monitor accounts receivable
  • Support timely and accurate billing during peak periods
  • Serve as a primary point of contact for client operational questions within your department
  • Maintain organized, accurate client records and documentation
  • Assist other Operations Team members during high-volume periods
  • Help track deadlines, coordinate projects, and support department workflows
  • Use Practice ERP for project tracking, time entry, billing, and reporting
  • Identify opportunities to improve workflows and document standard processes
  • Participate in weekly team meetings and quarterly planning sessions

Requirements:

  • Possess at least 1 year of experience in an administrative or operations position such as an Administrative Assistant, Office Assistant, Operations Assistant, Logistics Coordinator, or similar role
  • Experience in a CPA firm or professional services environment preferred
  • Strong organizational skills and attention to detail
  • Comfortable working in multiple systems and learning new technology
  • Clear, professional written and verbal communication skills
  • Ability to manage deadlines and shifting priorities
  • Familiarity with accounting or tax software (QuickBooks, NetSuite, CCH Axcess, CaseWare, Box, etc.) and basic understanding of accounting or business operations preferred
  • Candidates must pass a background check as part of the hiring process

Nice to have:

  • Experience in a CPA firm or professional services environment preferred
  • Familiarity with accounting or tax software (QuickBooks, NetSuite, CCH Axcess, CaseWare, Box, etc.) and basic understanding of accounting or business operations preferred
What we offer:
  • Award Winning Culture
  • Flexible work environment
  • Unlimited paid time off
  • Dress for your day
  • Excellent benefits, including ESOP and additional retirement plan options
  • 18-month internal leadership program (BLING)
  • Staff Advisory Board
  • Bland Cares
  • Cross-functional training opportunities

Additional Information:

Job Posted:
February 06, 2026

Employment Type:
Fulltime
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