Operations Manager – Tax & Advisory Firm

About Us
We are a fast-growing advisory firm serving high-net-worth individuals, entrepreneurs, and business owners across the United States. Our work focuses on advanced tax strategy, alternative investments, and long-term financial planning. As we continue to scale, we’re looking for an Operations Manager to bring structure, accountability, and consistency to our internal processes—freeing up leadership to focus on growth, strategy, and team culture.

The Role
This is a hands-on operations leadership position reporting directly to the founder. You’ll take ownership of the firm’s day-to-day execution by building and enforcing systems across client delivery, sales, and internal operations. This is not a passive or advisory role—you’ll actively create processes, ensure adherence, step in when issues arise, and hold the team to a high standard of execution. We already have a strong tech stack in place; your job is to ensure it’s used effectively and consistently across the organization.

What You’ll Own

Process Design & SOP Development

• Evaluate current workflows across onboarding, client delivery, sales, and administrative functions
• Create clear, detailed SOPs for all recurring processes
• Standardize tool usage across the team to eliminate inefficiencies and inconsistencies
• Build and maintain a centralized, up-to-date SOP library for onboarding and ongoing reference

Accountability & Team Execution

• Oversee task management systems to ensure all deliverables, deadlines, and client work are properly tracked
• Run regular check-ins to identify gaps, missed deadlines, or process breakdowns early
• Provide direct feedback and coaching to team members to maintain quality standards
• Address operational issues in real time and escalate only when necessary
• Monitor and report on key performance indicators across departments

Client Experience & Communication

• Step in to support client communication when needed, especially during delays or escalations
• Ensure a seamless client journey from onboarding through final deliverables
• Coordinate across departments to resolve issues quickly and effectively
• Maintain consistency and responsiveness across all client communication channels

Payroll & Financial Operations

• Manage payroll processes, including tracking hours, commissions, and contractor payments
• Ensure accurate and timely compensation for all team members
• Maintain organized records and assist in resolving any discrepancies

Team Coordination & Onboarding

• Lead onboarding for new hires, including access setup and training on internal systems
• Act as the central coordinator across sales, advisory, admin, and marketing teams
• Reinforce company standards and ensure smooth day-to-day collaboration

Requirements

• 3+ years of experience in operations, project management, or similar roles within a professional services environment
• Demonstrated ability to build and implement SOPs that teams actually follow
• Strong experience with project management and workflow tools
• Familiarity with payroll processing and compensation tracking
• Excellent written communication skills for documentation and internal/external messaging
• Ability to hold team members accountable while maintaining a collaborative environment
• Comfortable working remotely with distributed teams across multiple time zones
• Highly detail-oriented with a proactive, problem-solving mindset
• Self-starter who identifies gaps and takes initiative to fix them without constant oversight

If you’re someone who thrives on bringing order to complexity and ensuring teams execute at a high level, this role offers the opportunity to make a meaningful impact in a growing organization.