Chief Operating Officer and EOS Integrator
2 weeks ago
Travis Watkins Tax is looking for a Chief Operating Officer and EOS Integrator who is: Very strategic, forward-thinking and take-charge leader who likes to win Factual and to-the-point communicator Quick to act once they've thoroughly thought through the problem at hand Detailed and meticulous when it comes to maximizing and leveraging opportunities About Us: Travis Watkins Tax is a faith-based, innovative, full-service tax firm headquartered in Oklahoma City, OK. We work with a growing team of professionals to provide on-going tax support for small businesses, including bookkeeping/accounting services, tax preparation, tax resolution and customer alerts for audits and overall IRS health. We have recently developed a patent-pending, direct-to-business and consumer IRS monitoring SAAS and professional network called Tax Guardian Software Solutions. Our Core Values: Radical Generosity: You experience the transformation of joy, peace and fulfillment that come from giving. Integrity: You have unwavering commitment to doing what is right, even when it's challenging. You set the standard of trust and reliability that inspires confidence in both colleagues and clients alike. Grow or Go: You are hungry to develop your skills, the business, and our teams. Humble: My ego is in check; I focus more on our clients and teammates than myself. Tenacious Servants: You are a devoted and resilient servant, guided by a deep sense of purpose, persistently overcoming challenges with unwavering faith and dedication. Job Overview: As the Chief Operating Officer (COO) and EOS Integrator, you will be responsible for executing the business plans with excellence, achieving or exceeding planned P&L objectives. This role sets expectations, monitors and coaches, holding the executive leadership team accountable for achieving agreed upon commitments. You will ensure the leadership team is healthy, functional, and cohesive and ensure that critical processes are documented, followed, and help coach the team to win. Role and Responsibilities: As COO/EOS Integrator, your responsibilities include, but are not limited to: Being a culture carrier by enabling/supporting employee engagement and retention Support the long-term growth of Travis Watkins Tax and have far-reaching responsibility within the organization Oversee the daily operations and adjust as necessary, ensuring the organization is consistently "rowing" together in the same direction Execute the business plan, achieving or exceeding established P&L objectives Collaborate and stay on the same page with the Visionary Filter and translate the Visionary's ideas into functional plans for the company Effectively resolve issues - comfortable with conflict, addressing issues, and solving problems in a practical and healthy manner Lead, manage and hold direct reports accountable for achieving agreed-upon commitments Consistently demonstrate a passion for values alignment, focus, simplicity, and clarity across the organization Must Haves for this Role: Proven results as a Chief Operating Officer, or a similarly relevant role reporting to the Visionary Experience building high performing teams, including the ability to recognize and cultivate rising talent Adept at transitioning seamlessly from a strategic level vision to day-to-day tactical operations Experience with Agent Marketing Organizations (MLM's) Working knowledge of data analysis and performance/operation metrics A demonstrated execution mindset and a record of success holding people accountable Understanding of an ability to create a healthy organization culture Excellent interpersonal communication skills Bachelor's degree strongly preferred Advance degree, MBA or similar, preferred Location: Oklahoma City, OK Salary & Benefits: Competitive compensation, and we offer the following benefits: Matching 401k Health Insurance Dental Insurance Vision Insurance Paid Time Off Company Paid Holidays #J-18808-Ljbffr
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