Operations Manager, Tax Advisory and Planning

**About Us**

**We’re a fast-growing independent tax and financial strategy firm** that helps business owners and families lower taxes, protect wealth, and build legacies. Our clients expect a **white-glove virtual experience** — and we’re building a team that delivers it seamlessly.

**The Role**

**We’re hiring a Business Operations Manager** to be the **engine of our remote firm.** You’ll oversee daily operations, manage systems, and hold our virtual team accountable. While our Chief Advisor drives growth and client strategy, you’ll ensure the business runs like clockwork behind the scenes.

**What You’ll Do**

• Manage and improve workflows in our CRM and project tools (Planning tools, Close, ClickUp/Trello).
• Lead and coach team members, keeping projects on track and clients cared for.
• Oversee smooth client onboarding, document collection, and follow-ups.
• Build reporting dashboards to keep leadership informed.
• Coordinate hiring workflows, onboarding, and compliance (with HR support).
• Own and execute the firm’s **Operational Calendar**, ensuring deadlines and objectives are met.
• Create, document, and improve workflows that streamline efficiency and profitability..
• Collaborate closely with the Chief Advisor to ensure strategic alignment.

**Who You Are**

• 1–3 years of proven operations leadership experience, ideally in financial services
• Strong **remote management skills** — you keep teams aligned across tools and time zones.
• Tech-savvy: you know how to set up and optimize systems.
• Positive, coachable, and proactive — you see problems before they become issues.
• Strong **process builder** who thrives on creating systems that scale.
• **People leader** with the ability to coach, inspire, and hold others accountable.
• Tech-savvy with expertise in Microsoft Office Suite (Teams, Excel, Word, Outlook, PowerPoint).

**Why Join Us**

• 100% Remote role with flexibility.
• Direct impact on a growing firm with big vision.
• Leadership opportunity with room for career growth.
• Collaborative, supportive, and client-focused culture
• Opportunities for **career development** as we expand.

• Retirement Plan (401k, IRA)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Work From Home
• Wellness Resources