Operations Manager, Tax Advisory, Planning

Emploi pas sur LinkedIn

🕒 il y a 10 jours

🏖️ New Jersey – Distant

🏖️ New Jersey – Remote

⏰ Temps Plein

🟢 Junior

⚙️ Opérations

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Tax Brilliance Advisors

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2017

💼 Conseil

💸 Finance

Consulting • Finance

Tax Brilliance Advisors est un cabinet de conseil fiscal qui offre des services de planification fiscale, de conformité et de conseil. Le nom de l'entreprise indique une concentration sur l'aide aux particuliers et aux entreprises pour optimiser leurs positions fiscales, préparer les déclarations fiscales et naviguer dans les réglementations fiscales. Les services incluent probablement des stratégies fiscales, un soutien à la conformité et un travail de conseil pour les questions financières et réglementaires.

Description

• - 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.

🎯 Exigences

• - 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).

🏖️ Avantages

• - Retirement Plan (401k, IRA) • - Paid Time Off (Vacation, Sick & Public Holidays) • - Work From Home • - Wellness Resources