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About the Role
The Chief Operating Officer (COO) is a key executive leader responsible for building the “firm of the future” by combining best-in-class professional services operations with process engineering, data/AI enablement, and modern technology to deliver a step-change in client experience, margin, and scalability. This is a hands-on operator who can translate strategy into operating cadence, engineer and standardize workflows, lead technology-enabled transformation, and influence partners through change.
Responsibilities
- Own firmwide operations across offices and functions, ensuring consistent execution and a high-accountability culture.
- Establish an operating cadence including weekly metrics reviews, monthly business reviews, quarterly planning, and clear ownership of initiatives.
- Define and manage key performance indicators (KPIs) such as capacity utilization, cycle time, SLA adherence, quality/rework, realization, NPS/CSAT, and talent retention.
- Identify and remove constraints to growth through systems, process, and organizational design.
- Map and redesign end-to-end workflows (onboarding → delivery → review → billing → renewal) focusing on speed, quality, and scalability.
- Build a lean/process-improvement capability within the firm, including standards, playbooks, training, and continuous improvement loops.
- Standardize SOPs, templates, and controls to ensure quality and compliance, enabling delegation/offshoring where appropriate.
- Partner with leadership to define a practical technology roadmap including workflow tools, practice management, document management, data platforms, client portals, and AI copilots/agents.
- Lead change management for technology adoption, including piloting, measuring, refining, and scaling.
- Establish governance for AI use (risk, privacy, compliance, review controls) in collaboration with Risk/Compliance and IT.
- Drive automation of routine work and elevate the team to higher-value advisory activities.
- Serve as a trusted advisor to partners and practice leaders, influencing without relying on authority.
- Align cross-functional teams (Tax, Audit/Assurance, CAS, Advisory, Client Service, HR, IT, Finance) around shared outcomes.
- Communicate clearly and consistently about changes, reasons, timelines, and success metrics.
- Reinforce a culture of excellence, learning, innovation, and client-first delivery.
- Build and develop a high-performing operations leadership bench (ops, client service operations, PMO, enablement).
- Partner with HR to design scalable organizational structures, role clarity, performance systems, and training.
- Oversee shared services and operational infrastructure (HR Ops, IT Ops, Finance Ops, Admin) ensuring service levels and reliability.
- Support integration of acquired practices into the flagship operating model (process, technology, operating cadence, and culture).
- Create repeatable integration playbooks and “day 1 → day 90” execution plans.
Requirements
- 12+ years of operational leadership in professional services (accounting, consulting, legal, or adjacent), with responsibility for multi-team execution.
- Proven track record leading technology-enabled transformation (workflow modernization, automation, data/analytics, AI enablement).
- Strong process engineering mindset (Lean/Six Sigma or equivalent experience welcomed but not required).
- Able to operate at both executive altitude (strategy, stakeholder influence) and in the details (process mapping, metrics, adoption).
- Demonstrated ability to lead change in partner-led or matrixed environments.
- Excellent communication, facilitation, and conflict navigation skills.
- High judgment around risk, quality, and compliance in regulated professional services.
Skills
- Process engineering
- Data/AI enablement
- Technology transformation
- Change management
- Lean/Six Sigma
- Workflow modernization
- Automation
- Data analytics
- AI enablement
- Communication
- Facilitation
- Conflict navigation
- Risk management
- Quality management
- Compliance management
Location
- United States
Work Type
- Full-time
Experience Level
- 12+ years of operational leadership
- Executive level
Education Level
- CPA
- MBA
Salary/Compensations
- Competitive salary based on experience, expertise, geographic location, and internal pay equity.
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
About the Company
- Current is a rapidly growing accounting platform founded in 2023, partnering with over 40 leading accounting firms across the United States.
- The company has over 2,000 professionals, 30+ offices nationwide, and a growing global workforce.
- Current is backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries.
- The company is investing heavily in technology, artificial intelligence, and workforce innovation to modernize the accounting profession.
- Current's leadership team has a proven track record of building and scaling successful businesses.
- Current is building a platform where talented people can grow faster, learn more, and do more meaningful work.
Equal Opportunity
- We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.