Operations Manager, Tax Advisory and Planning
T
Tax Brilliance AdvisorsTax and financial
Princeton, New Jersey, United States. United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 1–3 years
- Required Skills
- Project ManagementOperations ManagementMicrosoft Office SuiteProcess improvementCRM
Requirements
- 1–3 years of proven operations leadership experience, ideally in financial services.
- Strong remote management skills with experience keeping teams aligned across tools and time zones.
- Tech-savvy with the ability to set up and optimize systems.
- Strong process builder who thrives on creating systems that scale.
- Proven experience as a people leader with the ability to coach, inspire, and hold others accountable.
- Expertise in Microsoft Office Suite (Teams, Excel, Word, Outlook, PowerPoint).
- Positive, coachable, and proactive mindset.
- Ability to manage CRM and project management tools like Close, ClickUp, or Trello.
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.
- 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.
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