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2 results for Legal Operations Manager in Ventura, CA

Office Manager

Canoga Park, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for an Office Manager to lead the financial and administrative activities that keep a CPA office running effectively. This position combines ownership of billing, receivables, payroll coordination, and daily office support in a fast-paced, team-oriented environment. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage both accounting-related tasks and operational priorities with confidence. Responsibilities:• Direct the full invoicing process for client services, preparing accurate billing documents and confirming charges are issued on schedule.• Monitor outstanding receivables, post incoming payments, investigate account variances, and follow up on overdue balances until resolved.• Administer semi-monthly payroll for a small employee population while maintaining confidentiality, accuracy, and adherence to required deadlines.• Enter deposits, cash activity, and other routine financial data into QuickBooks and maintain well-organized accounting records.• Review payment status tied to tax-related work and confirm electronic filings are released only after required client balances have been satisfied.• Support bookkeeping and record maintenance across multiple business entities to ensure reliable financial documentation.• Oversee office operations by managing supply levels, coordinating with service providers, and helping equipment and workplace resources remain functional.• Assist with onboarding by organizing employment documentation, preparing workspaces, and coordinating orientation logistics.• Maintain administrative files, office procedures, and internal records while identifying practical ways to improve efficiency.
2026-07-30T00:00:00Z

AVP of Operations

Carpinteria, CA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
We are looking for an experienced operations and practice management leader to help strengthen business performance for financial professionals and Financial Center owners in Carpinteria, California. This role focuses on building and delivering practical learning programs, guiding business owners through growth planning, and creating resources that improve efficiency, consistency, and long-term enterprise value. The ideal candidate brings strong knowledge of financial services, a consultative mindset, and the ability to engage diverse stakeholders through training, coaching, and cross-functional collaboration. Responsibilities: • Design, update, and manage a comprehensive practice management curriculum that supports both new and established Financial Center owners and financial professionals. • Partner with sales, recruiting, marketing, and business leaders to identify capability gaps and translate those findings into effective learning solutions. • Create instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials that support measurable learning outcomes. • Lead virtual orientation sessions and facilitate additional workshops, webinars, and in-person training programs that encourage participation and practical application. • Evaluate the business needs of Financial Centers and financial professionals, then develop annual practice management plans aligned with key drivers of business success. • Coordinate and document coaching engagements, follow-up actions, and resource recommendations to support execution of agreed initiatives. • Promote consistent training quality by applying sound instructional design practices and maintaining high standards across all learning materials. • Identify opportunities to enhance business growth, expand service offerings, and strengthen revenue potential through practice management consultations and strategic guidance.
2026-07-24T00:00:00Z