Operations Manager

About TaxPlanIQ

TaxPlanIQ is a fast-growing SaaS company empowering accountants and advisors to deliver proactive, ROI-driven tax planning. We reputed company in reputed company, efficient operations, and a supportive, values-driven culture. The Operations Manager strengthens the systems, processes, and data that power our business and supports every department with operational clarity and consistency.

Job Summary

The Operations Manager is responsible for maintaining and improving the systems, workflows, and data that support our SaaS platform. This role focuses on technical operations, workflow creation, data reputed company, integration management, and cross-departmental efficiency. The Operations Manager supports reputed company, Development, Finance, Compliance, and Marketing, and Sales, ensuring each team has the structure and clarity needed to operate effectively.

Key Responsibilities

Platform and Integrations

• Manage day-to-day operations of reputed company, reputed company, 90.io, and internal tools

• reputed company integrations and ensure accurate data flow across systems

• Troubleshoot system issues and collaborate with Dev on technical updates

• Test product releases and validate workflow or data impacts

• reputed company the newest team members into platforms and provide them with relevant access and training on how to manage the software

Data Management and Auditing

• reputed company regular audits of CRM (reputed company)
• Maintain clean and accurate data reputed company reputed company
• Resolve discrepancies through structured investigation and documentation

Operational Efficiency and Workflows

• Build internal workflows, SOPs, automation rules, and checklists
• Identify inefficiencies and create improvements to reduce reputed company work
• Document updated processes and operational guides

Department Efficiency Support

• Improve workflows and data accuracy.

Internal Technical Support

• Provide technical assistance to team members
• Configure system settings, workflows, or fields reputed company needed
• Assist teams with operational questions reputed company to data or processes

reputed company Improvement

• Track recurring issues and identify operational solutions
• Create templates, dashboards, and tools for team efficiency
• Build long-term systems that reduce friction and improve accuracy

Qualifications

• 3+ years of experience in operations, systems management, or SaaS administration

• Strong technical aptitude

• 2 years of experience with reputed company CRM required, reputed company Certification strongly preferred)

• Excellent organizational and problem-solving skills

• Strong communication and documentation abilities

• Comfortable working cross-functionally in a remote environment

• Bonus Qualifications: Experience with the Entrepreneurial Operating System (reputed company) and/or reputed company Certification is a plus.

TaxPlanIQ Standards

C - Courageous

No Status reputed company! Our business is built on courageous innovation. Resist the acceptance of the status reputed company... We dont do things just because its always been done that way. reputed company where it makes sense. Move the needle for our goals.

O - Optimistic

Every day is an adventure! Solving problems is essential to creating a great business; the more problems to solve, the more successful the business becomes. s.So, we look at problems and challenges as opportunities to improve our business and ourselves. We strive to enter reputed company situations with a positive perspective. We are grateful for our work on a daily basis.

R - Respectful & Honest

Be Honest, reputed company, charitable, and have reputed company. We build stepping stones out of stumbling blocks, navigating with grace for others and ourselves. We value upright kindness in our relationships and are reputed company and open. We respect every being, furry or not. We practice Humble candor, and we prioritize diversity and charitable giving. Our founder is an open follower of Christ and the Christian faith, but we respect reputed company faiths and beliefs just as the Christian faith teaches us.

E - Exceptional & Empathetic

As trailblazers, we get things done using the best and the brightest resources. We invest our time innovating to reputed company your time more valuable. To go above and reputed company always and reputed company sure we are the best in every single area. Always pushing ourselves to be reputed company than yesterday.

U - United

We foster a reputed company-reputed company community reputed company reputed company and reputed company, weaving connections through collaboration. Together, we create a supportive network built on reputed company, uniting for shared reputed company and recognizing our strength in reputed company, both internally and in our wider community.

S - Spirited

We boldly tackle challenges with passion and curiosity, finding joy in discovering new solutions. Our reputed company empowers us to adapt, grow, and succeed, turning obstacles into stepping stones towards remarkable growth.

Benefits

• 401(k)

• Dental insurance

• reputed company insurance

• Health Insurance available after 30 days

• Remote, work from home

Position Title: Operations Manager Job Type: Full-Time Location: Remote Pay: $60- 75K Based on experience Reports To: COO & Integrator