Operations Manager, Tax Advisory, Planning

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Manage and enhance workflows within our CRM and project management tools (including Planning tools, Close, ClickUp/Trello).

• Lead and mentor team members, ensuring projects remain on schedule and clients receive excellent service.

• Supervise the client onboarding process, including document collection and follow-up activities.

• Develop reporting dashboards to keep leadership updated and informed.

• Coordinate hiring processes, onboarding procedures, and compliance, with support from HR.

• Take ownership of the firm's Operational Calendar, ensuring that deadlines and objectives are successfully met.

• Create, document, and refine workflows to enhance efficiency and profitability.

• Work closely with the Chief Advisor to ensure alignment with strategic goals.

⛳️ Requirements

• 1–3 years of demonstrated experience in operations leadership, preferably in the financial services sector.

• Strong remote management capabilities — adept at keeping teams aligned across different tools and time zones.

• Tech-savvy: proficient in setting up and optimizing various systems.

• Positive, open to coaching, and proactive — able to identify potential problems before they escalate.

• Experienced process builder who excels at creating scalable systems.

• Strong people leader with the ability to coach, motivate, and hold team members accountable.

• Proficient in Microsoft Office Suite (Teams, Excel, Word, Outlook, PowerPoint) with a strong technical aptitude.

🏝️ Benefits

• Retirement Plan (401k, IRA)

• Paid Time Off (Vacation, Sick & Public Holidays)

• Work From Home

• Wellness Resources