Company Description: Kruckeberg & Company, LLC is a premier, family-owned CPA firm based in Amarillo, Texas, serving individuals and businesses throughout the Texas Panhandle. Led by a father-son team with over 30 years of combined experience, our firm focuses on delivering accurate, high-quality wealth and tax strategies. We operate out of a modern, process-driven office environment where cutting-edge automation and efficiency allow our team to deliver exceptional results without the typical industry burnout.
Role Description: We are seeking an execution-focused, tech-savvy Office & Operations Manager to oversee the digital production line and daily logistical flow of our firm. This position requires zero accounting or tax knowledge. Instead, you will act as the "Digital Traffic Controller" and quality control pilot for our data pipeline.
Your primary responsibility is to manage the lifecycle of a client file—ensuring data moves seamlessly from intake to partner signature using our software ecosystem. This role requires exceptional computer literacy, a passion for process design, and a high comfort level utilizing cloud-based databases and AI-driven validation tools. Additionally, this position anchors our front office by serving as the primary backup for client reception and phone management when our Secretary is busy or out of the office.
Key Responsibilities: * Workflow Administration: Manage and monitor the firm's digital pipeline inside our practice management platform, tracking deadlines and moving tasks through production stages.
Qualifications: * Required Education/Experience: Bachelor’s or Associate’s degree in Management Information Systems (MIS), Business Operations, Project Management, Corporate Communications, or a related systems-centric discipline. Highly experienced operations professionals with a proven track record in technical fields (medical billing administration, logistics coordination, insurance workflows) are strongly encouraged to apply.