# Operations Manager, Tax Advisory and Planning

**Company:** [Tax Brilliance Advisors](http://jobs.workable.com/companies/bLVTjHmne2oS7HrLWQaCxx.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time
**Department:** Operations

[Apply for this job](http://jobs.workable.com/view/4d536e74-db7f-4ce5-b88c-efee28e620d8)

## 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.

## Benefits

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