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Operations Manager, Tax Advisory and Planning

Tax Brilliance AdvisorsUnited States🇺🇸United StatesPosted 3 Jul 2026

Why This Role Stands Out

Thrive in this remote Operations Manager role with a fast-growing tax advisory firm where you'll optimize systems and lead a dedicated virtual team, fostering seamless client experiences and driving operational excellence. If you're a proactive process builder with strong remote leadership skills, this is an excellent opportunity to develop your career and contribute to a highly reputable organization.

Quick Overview

Seniority
Mid Senior
Employment type
Full Time
Work mode
Remote
Location
United States
Posted
2 months ago
Microsoft Office

Job Description

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

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