Operations Manager

About Us

We're scaling rapidly and need an Operations Manager to bring process discipline, accountability, and structure to a growing team, so our founder can focus on strategy, and culture instead of putting out fires.

The Role

You're not advising on process — you're building it, enforcing it, stepping in to coach when things go sideways, and holding people accountable. We have the tools (Monday.com, TaxDome, GoHighLevel, Notion, DocuSign); we need someone who makes the team actually use them correctly and consistently.

What You'll Own

• Audit existing workflows across client delivery, sales, onboarding, and admin
• Write clear, step-by-step SOPs for every recurring process
• Standardize how the team uses Monday.com, TaxDome, GHL, and Notion - eliminate ad-hoc workarounds
• Maintain a living SOP library that new hires can follow from day one

• Own the Monday.com boards: ensure every client, task, and deadline is tracked accurately
• Run daily/weekly check-ins to catch missed deadlines, incomplete updates, and process violations before they become client issues
• Provide direct feedback and coaching to team members when work doesn't meet standards - you're the person who steps in, course-corrects, and follows up to make sure it sticks
• Flag breakdowns in real time and escalate to the founder only when necessary
• Track KPIs across departments (client delivery timelines, sales pipeline accuracy, response times)

• Step in and respond to clients when departments need backup — whether it's a delivery delay, a billing question, or an escalation that needs immediate attention
• Ensure the client journey runs smoothly from signed engagement to filed return
• Coordinate between tax advisors, the admin team, and the founder on escalations
• Monitor client communication channels (TaxDome, email) for consistency and timeliness

• Process payroll for the team — track pay periods, verify hours/commissions, and ensure timely payments
• Maintain and audit compensation records (base pay, commissions, contractor payments)
• Coordinate with the founder on payroll questions and discrepancies

• Onboard new team members with structured checklists and tool access
• Serve as the central point of coordination between sales, advisory, admin, and marketing
• Support the founder in enforcing company standards without requiring his daily involvement.

• 3+ years in operations, project management, or chief of staff roles — preferably at a professional services firm (accounting, legal, consulting, or financial advisory)
• Strong preference for candidates with experience at Athena, Wing, Belay, or similar high-standards operations firms
• Proven track record of building SOPs from scratch and getting teams to follow them
• Deep proficiency with project management tools — Monday.com experience strongly preferred
• Experience managing or processing payroll (contractor and/or employee)
• Strong written communication — you'll write SOPs, process docs, client responses, and team updates daily
• Experience holding people accountable without micromanaging — firm but collaborative
• Comfortable working asynchronously with a US-based team across multiple time zones
• Detail-obsessed — you catch the things everyone else misses
• Self-directed — you identify what's broken and fix it without being told

• Background at a company with a structured, high-accountability operations culture (e.g., Athena, a Big Four firm, or a scaled professional services company)
• Prior experience in a tax, accounting, or financial advisory environment

How to Apply: Send your resume, portfolio and a short 1-minute video recording introducing yourself and explaining why you’d be a great fit for this role to: [email protected]

Important: In the subject line of your email, you must include: Operations Manager (X years of experience managing remote teams)

Applications that do not follow this subject line format will be automatically disqualified.