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

Key Tasks KPI / Performance Measure Why It Matters

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 plan...