Tax Brilliance Advisors · 3 months ago
Operations Manager, Tax Advisory and Planning
United States
Full-time
Remote
Entry, Mid Level
1+ years expTax Brilliance is a fast-growing independent tax and financial strategy firm that helps business owners and families lower taxes and protect wealth. The Business Operations Manager will oversee daily operations, manage systems, and ensure the firm's operations run smoothly while supporting the Chief Advisor's client strategy.
Accounting
Responsibilities
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
Qualification
Required
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)
Benefits
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.
Company
Tax Brilliance Advisors
We believe our clients deserve to be stress from tax issues.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase