About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

About the Role

The Chief Operating Officer (COO) is a key executive leader responsible for building the “firm of the future” — 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, measurable outcomes, and sustained execution

Engineer and standardize end-to-end workflows across service lines

Lead technology-enabled transformation (AI, automation, workflow, data, client-facing platforms)

Influence partners and senior stakeholders through change while strengthening culture and client trust

Key responsibilities

Operating model & performance leadership

Own firmwide operations across offices and functions; ensure consistent execution and a high-accountability culture.

Establish an operating cadence: weekly metrics reviews, monthly business reviews, quarterly planning, and clear ownership of initiatives.

Define and manage KPIs that matter (capacity utilization, cycle time, SLA adherence, quality/rework, realization, NPS/CSAT, talent retention).

Identify constraints to growth and remove bottlenecks through systems, process, and org design.

Transformation, process engineering & continuous improvement

Map and redesign end-to-end workflows (onboarding → delivery → review → billing → renewal) with a focus on speed, quality, and scalability.

Build a lean/process-improvement capability inside the firm (standards, playbooks, training, continuous improvement loops).

Standardize SOPs, templates, and controls to ensure quality and compliance while enabling delegation/offshoring where appropriate.

Technology & AI enablement

Partner with leadership to define a practical tech roadmap (workflow tools, practice management, document management, data platforms, client portals, AI copilots/agents).

Lead change management for technology adoption: pilot, measure, refine, and scale.

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.

Stakeholder leadership & change management

Serve as a trusted advisor to partners and practice leaders; influence 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: what is changing, why, when, and how success will be measured.

Reinforce a culture of excellence, learning, innovation, and client-first delivery.

Talent, organization & shared services

Build and develop a high-performing operations leadership bench (ops, client service operations, PMO, enablement).

Partner with HR to design scalable org structures, role clarity, performance systems, and training.

Oversee shared services and operational infrastructure (HR Ops, IT Ops, Finance Ops, Admin) as applicable; ensure service levels and reliability.

Integration (as relevant)

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.

Ideal candidate profile

12+ years of operational leadership in professional services (accounting, consulting, legal, or adjacent), with responsibility for multi-team execution.