Role Overview:
- Wealth x Taxes is a growing tax, accounting, and advisory firm.
- We are hiring a Systems and Operations Specialist to keep our internal operations running smoothly.
- You will own the tools, workflows, and processes that let our team deliver an excellent client experience at scale.
- You will be the person who makes sure nothing falls through the cracks by documenting how we work, improving and automating our processes, and keeping our systems organized and up to date.
Responsibilities:
- Own and maintain the firm's core systems and tools including CRM, project management, document storage, and communication platforms.
- Keep data clean, organized, and current.
- Design, document, and continuously improve standard operating procedures and internal workflows.
- Identify manual, repetitive tasks.
- Implement automations that save time and reduce errors.
- Coordinate the flow of work across the team.
- Assign, track, and follow up on tasks so deadlines are consistently met.
- Support client onboarding and offboarding operations to ensure a smooth, professional experience.
- Maintain internal documentation, templates, and the team knowledge base.
- Monitor operational metrics.
- Surface bottlenecks.
- Recommend and implement solutions.
- Provide day-to-day operational and administrative support to leadership as needed.
Requirements:
- 2+ years of experience in operations, systems administration, project coordination, or a similar role.
- Highly organized and detail-oriented, with a strong sense of ownership and follow-through.
- Comfortable learning and administering a variety of software tools.
- Experience with CRMs, project management tools, and automation platforms such as Zapier or Make is preferred.
- Process-minded with a natural ability to document, standardize, and improve how things get done.
- Excellent written and verbal communication in English.
- Proactive, reliable, and able to work independently in a fully remote environment.
- Tech-savvy and quick to adopt new tools and AI-driven workflows.
Nice to Have:
- Experience in a professional services, accounting, or finance firm.
- Familiarity with tax or accounting tools such as QuickBooks, TaxDome, or similar.
- Experience building automations or light no-code or low-code solutions.
What We Offer:
- A fully remote, full-time role on a collaborative, growth-oriented team.
- The opportunity to shape and own the operational backbone of a fast-growing firm.
- Real impact, autonomy, and room to grow.
