Operations Lead & Client Partner

Operations Lead and Client Partner – Role Description

Role Overview

Reports to : Managing Director Hours of work : 40 hours per week being semi-flexible between Monday and Friday

Date prepared : 10 / 06 / 25 Location : Yovich Advisory HQ, 30 Rathbone Street, Whangarei

Purpose of the Role

Lead the accounting team to deliver high-quality compliance and advisory services - overseeing workflow, team capacity, and outsourcing efficiency while driving profitability, client satisfaction, and continuous improvement.

Key Responsibilities

Lead Operations Team

• Oversee day-to-day workflow, ensuring jobs are assigned, prioritised and completed on time
• Forecast team capacity and manage deadlines across internal and outsourced resources
• Maintain quality control through consistent review processes and feedback loops
• Support the Managing Director with resource planning and team structure decisions
• 95%+ of jobs completed within deadline
• Supports AA turnaround, productivity and team utilisation while enabling better resource decisions.

Client Relationship Management

50

Outsourcing Efficiency & Oversight

Accounting & Compliance Delivery

Team Development & Upskilling

Cross-Functional Support

What You Bring

Strong leadership experience in a public practice environment As a CPP, you're authorised to sign off work - ensuring accountability and confidence in delivery Your CA designation brings credibility, current expertise, and commitment to high standards Excellent communication and client relationship skills Proven ability to manage workflow, deadlines, and team capacity across varied service lines A strategic mindset with experience delivering commercial advice and driving advisory growth Experience working with or managing outsourced accounting resources High attention to detail and quality in both compliance and advisory outputs

Growth & Development Path

The firm provides access to formal and informal training and development opportunities, approved on a case-by-case basis in line with role needs and performance.

Our Values & Expected Behaviours

Acknowledgement and Acceptance

I have read and understood the responsibilities and expectations outlined in this Job Description. I agree that it reflects the current requirements of my role and acknowledge that it may be updated from time to time in consultation with me.

Team Member :

Name : Signature : Date :

Manager :

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