Operations Manager – Remote Tax & Advisory Firm (Path to COO)

JOB TITLE Operations Manager – Remote Tax & Advisory Firm (Path to COO)

COMPANY Physicians Financial Advisory LOCATION

Remote (US) PAY $60,500 – $82,500 per year, plus quarterly bonus (up to 15% of base) and equity path JOB TYPE Full-time

ABOUT US Physicians Financial Advisory is a $800,000 tax and advisory firm serving physicians, nurse practitioners and medical practice owners. Credentialed CPAs and Enrolled Agents deliver our tax work through a remote team. We are growing through marketing and acquisition, and we need the person who makes the firm run.

THE ROLE

You will own operations end to end and take over day-to-day management from our founder. This is not an assistant role. Hit clearly defined milestones and the COO title, with an equity interest, follows by the end of 2028.

WHAT YOU'LL DO - Manage workflow, deadlines and capacity across our outsourced tax preparers - Run our client portal and practice-management platform (migration starting this winter) - Build and maintain our library of standard operating procedures - Own a weekly scorecard: jobs on time, work in progress, client response time - Handle client escalations so they never need to reach the founder - Hire, onboard and manage client advisors as we grow - Integrate client books from practices we acquire - Enforce our data-security and AI-use policies

WHAT YOU BRING - 3+ years running operations or workflow at an accounting, tax, financial advisory or professional services firm - Experience managing remote or outsourced teams against hard deadlines (a tax season counts) - SOPs you've written that other people actually follow - Comfort with numbers: you track metrics weekly and act on them - Daily use of AI tools, and a clear sense of how to protect client data while using them - Calm, clear communication with demanding, high-income clients - Must have: EA, CPA, or tax preparation experience; TaxDome, Canopy or Karbon experience

WHAT WE OFFER - $60,500 – $82,500 base salary - Quarterly bonus of up to 15% of base, tied to the scorecard you own - Phantom equity that converts to real equity at COO promotion - 100% remote - A founder whose stated goal is to make himself unnecessary.

HOW TO APPLY- Apply with your resume and a short answer to this question: Describe a process you documented that ran without you. What broke first, and how did you fix it? Our process includes a short take-home work sample and reference calls with former managers.

Pay: $60,500.00 - $82,600.00 per year

Work Location: Remote