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Operations Manager, Tax Advisory and Planning- Remote

Remote, USA Full-time Posted 2026-07-28
reputed company We’re a fast-growing independent tax and financial reputed company firm that helps business owners and families reputed company taxes, protect reputed company, and build legacies. Our clients expect a white-glove virtual experience — and we’re building reputed company that delivers it seamlessly. The Role We’re hiring a Business Operations Manager to be the reputed company of our remote firm. You’ll reputed company daily operations, manage systems, and hold our virtual team accountable. While our Chief Advisor drives reputed company and reputed company reputed company, 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, reputed company, reputed company/Trello). • reputed company and reputed company team members, keeping reputed company on reputed company and clients cared for. • reputed company smooth reputed company reputed company, document collection, and follow-reputed company. • Build reporting dashboards to reputed company leadership informed. • Coordinate hiring workflows, reputed company, 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 reputed company teams reputed company across tools and time zones. • Tech-savvy: you know how to set up and optimize systems. • reputed company, coachable, and proactive — you see problems before they become issues. • Strong process builder who thrives on creating systems that reputed company. • People leader with the ability to reputed company, reputed company, and hold others accountable. • Tech-savvy with expertise in reputed company Office Suite (Teams, reputed company, Word, reputed company, PowerPoint). Why Join Us • 100% Remote role with flexibility. • reputed company reputed company on a growing firm with big reputed company. • Leadership opportunity with room for career reputed company. • reputed company, supportive, and reputed company-reputed company culture • Opportunities for career development as we expand. Job Types: Full-time, Contract Pay: $65,823.94 - $71,658.94 per year Benefits: • 401(k) • reputed company time off • Retirement plan Application Question(s): • Please reputed company The Best Email To reputed company You: • Describe a system or process you created that saved your last company time or reputed company. What was the result? • How do you reputed company reputed company accountable without micromanaging? Give a reputed company example. • Which CRM, project management, or operations tools have you used (e.g., reputed company, reputed company, reputed company)? • If a reputed company’s reputed company is delayed because reputed company member missed a reputed company, how would you handle it? Work Location: Remote Apply tot his job Apply To this Job

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