Practice Operations & Workflow Lead (Professional Services)

Drive workflow excellence. Improve operational efficiency. Help teams deliver exceptional client outcomes.

At MB+M, exceptional client service doesn't happen by accident. It relies on clear priorities, effective workflow coordination, strong accountability and a team that can consistently deliver on commitments.

We're seeking a Practice Operations & Workflow Lead to help coordinate workflow, support capacity planning and improve operational effectiveness across our accounting division.

This is a newly established role designed to strengthen workflow visibility, improve accountability and help our teams deliver outstanding client outcomes.

Working closely with Managers and Advisors, you'll be a key link between people, processes and priorities, helping ensure work progresses efficiently from commencement to completion.

Success in this role will be measured by your ability to keep work moving, improve workflow visibility, support accountability and identify opportunities for operational improvement.

What You'll Do

• Coordinate workflow, priorities and capacity across multiple accounting teams.
• Monitor job progression and help ensure client commitments are delivered on time.
• Identify workflow bottlenecks and support timely resolution.
• Support Managers with workload visibility, prioritisation and resource planning.
• Follow up outstanding actions and help maintain accountability across teams.
• Provide meaningful workflow and operational insights to support informed decision-making.
• Identify opportunities to improve efficiency, reduce delays and enhance the client experience.
• Support operational initiatives that improve workflow visibility, reporting, systems and business performance.
• Build strong working relationships across the business to help teams achieve successful outcomes.

About You

We're looking for someone who enjoys bringing structure to busy environments and helping teams perform at their best.

You may currently be working as a:

• Practice Manager
• Operations Lead
• Client Services Manager
• Workflow Coordinator
• Office Manager
• Project Coordinator
• Business Support Lead
• Operations Coordinator

Or in a similar role where you've developed strong organisational, stakeholder management and problem-solving skills.

You will be:

• Highly organised and proactive.
• Comfortable managing competing priorities.
• Confident influencing outcomes without direct authority.
• Solutions-focused and commercially minded.
• Able to build strong relationships and encourage accountability.
• Passionate about continuous improvement.
• Someone who takes ownership and follows through.
• Motivated by helping teams operate more effectively.

Experience within accounting, financial services, legal or other professional services environments will be highly regarded, but is not essential.

Why MB+M?

At MB+M, great people create great client experiences.

We're a growing, locally owned professional services firm that values teamwork, accountability, growth and continuous improvement.

When you join MB+M, you'll enjoy:

• A supportive and collaborative team culture.
• Diverse and meaningful work.
• The opportunity to shape a newly established position.
• Ongoing learning and development opportunities.
• Active social club and team events.
• Discounted firm services.
• The opportunity to contribute ideas and influence positive business improvements.
• A role where your contribution is visible, valued and genuinely makes a difference.

Apply Now

If you're looking for a role where your organisational skills, operational thinking, initiative and ability to influence outcomes can make a genuine impact, we'd love to hear from you.

MB+M encourages applications from candidates who may not meet every requirement but can demonstrate the skills, attitude and potential to succeed.

MB+M is managing this recruitment process directly. We kindly ask that recruitment agencies do not contact us regarding this role. Sponsorship is not available for this position.