Sasserath & Co. is a boutique CPA firm focused on sophisticated tax and accounting services for closely held businesses and individuals. We are seeking a full-time, onsite Business Process & Systems Automation Specialist to improve firm efficiency by reducing manual work, streamlining workflows, and implementing technology solutions. This position is in-office.
Overview
This role is focused on identifying and eliminating inefficiencies across firm operations, working with staff to test new software and be the owner of such software. The ideal candidate will work directly with partners and staff to understand how work is performed, identify time-consuming processes, and implement practical automation and system improvements that reduce manual effort and improve productivity.
This is a hands-on role focused on real operational improvement, not just documentation or analysis.
Responsibilities
- Work directly with partners and staff to identify repetitive, time-consuming, and manual processes across the firm
- Analyze current workflows in tax, accounting, and administrative functions to identify opportunities for improvement
- Design and implement workflow improvements using existing systems and automation tools
- Build and maintain automated workflows, templates, forms, and standardized processes
- Improve and optimize firm systems including tax, practice management, document management, and productivity tools
- Support implementation and rollout of new software and system enhancements
- Research and recommend practical automation solutions, including AI and integration tools, to reduce manual work
- Work with staff to ensure new workflows are adopted and effective in practice
- Continuously evaluate processes and identify additional opportunities for efficiency improvements
- Own and manage firm software applications
Qualifications
- 3–7+ years of experience in business systems, operations, process improvement, or workflow automation
- Strong experience improving workflows or implementing technology solutions in a business environment
- Comfortable working directly with staff and leadership to understand real operational processes
- Strong problem-solving skills with the ability to turn manual processes into efficient workflows
- Experience with business software systems (accounting, practice management, document management, etc.) preferred
- Exposure to automation tools, integrations, or workflow platforms (Power Automate, Zapier, etc.) a plus
- Ability to learn new systems quickly and implement practical solutions
- Bachelor’s degree preferred but not required if experience is strong
Compensation & Benefits
- $90,000 – $150,000 per year, commensurate with experience
- Health, dental, and vision insurance
- Life insurance
- SIMPLE IRA with employer match
- Flexible paid time off
- Opportunity to directly improve how the firm operates and eliminate manual work across multiple departments
Job Type
Full-time | In-office
Pay: $90,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
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