Operations Manager, Tax Advisory and Planning- Remote

5 days ago

Remote, Oregon, United States Credit Brilliance Full time $65,000 - $71,859 per year

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.

Job Types: Full-time, Contract

Pay: $65, $71,658.94 per year

Benefits:

  • 401(k)
  • Paid time off
  • Retirement plan

Application Question(s):

  • Please Enter The Best Email To Reach You:
  • Describe a system or process you created that saved your last company time or money. What was the result?
  • How do you keep a team accountable without micromanaging? Give a real example.
  • Which CRM, project management, or operations tools have you used (e.g., ClickUp, Asana, Salesforce)?
  • If a client's onboarding is delayed because a team member missed a step, how would you handle it?

Work Location: Remote

  • Experienced Tax Manager CPA or EA

    2 days ago

    Remote, Oregon, United States Berger and Associates CPA Full time $120,000 - $150,000 per year

    Job Opportunity: Remote Tax Manager (EA or CPA)Berger & Associates, a small but growing Maryland-based tax planning and advisory practice, has an immediate need for a seasoned EA or CPA with expertise across diverse tax return types and a passion for leadership in a remote setting. Join our team as a Remote Tax Manager and play a pivotal role in delivering...

  • Remote Tax Preparer

    2 hours ago

    Remote, Oregon, United States Top Tax Venture Full time

    Job SummaryWe are hiring motivated individuals to join our remote tax preparation team for the upcoming tax season 2026. This is a great opportunity for anyone who wants flexible hours, high earning potential, and real support while building their skills.ResponsibilitiesPrepare and file federal and state tax returns for individuals and businesses.Provide...

  • Tax Associate

    4 days ago

    Remote, Oregon, United States Get Max Tax Hammond Full time $20,000 - $62,224 per year

    OverviewWe are seeking a detail-oriented and analytical Tax Associate to join our dynamic team. The ideal candidate will play a crucial role in providing tax compliance and advisory services to our clients. This position requires a strong understanding of financial services, technical accounting, and the ability to analyze complex financial data. The Tax...

  • Mergers and Acquisitions Manager

    6 days ago

    Remote, Oregon, United States SAX Advisory Group Full time $120,000 - $180,000 per year

    At Sax Advisory Group, LLC we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an...

  • Remote Tax Preparer – Contractor Role

    5 days ago

    Remote, Oregon, United States 3D Tax Services, LLC Full time $30,000 - $100,000 per year

    New Description:We're hiring independent tax professionals to work under the 3D Tax Services LLC brand. Remote or Memphis-based Paid per return or hourly Optional access to proprietary software and mentorshipYou will be responsible for marketing and bringing in your own clients. But I am here to help along the way. Lets get you some bags..EFIN Holders are...

  • Tax Preparer

    2 days ago

    Remote, Oregon, United States Prosperity Rose Tax and Financial Services Full time $200,000 - $500,000 per year

    OverviewTo be considered for this role apply at >> Looking for a new income opportunity this tax season? Prosperity Rose Tax and Financial Services is partnering with motivated individuals who want to learn, grow, and earn. No prior tax experience required — we provide the training, tools, and mentorship to set you up for success. Work remotely, set your...

  • Seasonal Tax Preparer

    6 days ago

    Remote, Oregon, United States Precision Tax Full time $20,000 - $30,000 per year

    Job OverviewPrecision Tax is an established and trusted tax preparation company dedicated to helping individuals and families maximize their financial outcomes. We're expanding our team and offering motivated individuals the opportunity to build a rewarding career under our reputable brand. Whether you're brand new to the tax industry or already experienced,...

  • Tax Preparer – Experienced

    6 days ago

    Remote, Oregon, United States Tax Payers Bureau Full time $40,000 - $80,000 per year

    The Tax Payers Bureau (TPB) is seeking experienced Tax Preparers with an active PTIN and a proven track record of managing client relationships. This is a professional career opportunity with a respected firm that provides cutting-edge technology, specialized training, and strong corporate support to help you succeed.We Provide:Comprehensive proprietary tax...

  • Tax Preparer

    6 days ago

    Remote, Oregon, United States Tax Tuesday Financial Consulting Full time $60,000 - $120,000 per year

    JOB SUMMARY:ONLY APPLY IF YOU HAVE CLERICAL, DATA ENTRY, BANKING, SALES, MARKETING EXPERIENCE) We are seeking experienced and motivated self-driven, goal getters, to join our network of independent tax professionals. This opportunity is ideal entrepreneurial looking to learn a new skill & become their own boss.As a Remote TAX Preparer, you will gain access...

  • Tax Professional

    6 days ago

    Remote, Oregon, United States RC PRO TAX Full time $50,000 - $150,000 per year

    Job SummaryWe are seeking a detail-oriented and knowledgeable Tax Professional to join our team. The ideal candidate will possess strong expertise in tax preparation, tax planning, and compliance, with a solid understanding of various financial and accounting principles. This role offers an opportunity to work in a dynamic environment, providing essential...