Job description
About TaxPlanIQ
TaxPlanIQ is a fast-growing SaaS company empowering accountants and advisors to deliver proactive, ROI-driven tax planning. We believe in innovative systems, 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 integrity, integration management, and cross-departmental efficiency. The Operations Manager supports Customer Success, 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 HubSpot, Stripe, 90.io, and internal tools
Oversee 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
Onboard the newest team members into platforms and provide them with relevant access and training on how to manage the software
Data Management and Auditing
Perform regular audits of CRM (Hubspot)
Maintain clean and accurate data within HubSpot
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 manual 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 when needed
Assist teams with operational questions related to data or processes
Continuous 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 HubSpot CRM required, HubSpot 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 (EOS) and/or Stripe Certification is a plus.
TaxPlanIQ Standards
C - Courageous
No Status Quo! Our business is built on courageous innovation. Resist the acceptance of the status quo... We dont do things just because its always been done that way. Innovate 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 all situations with a positive perspective. We are grateful for our work on a daily basis.
R - Respectful & Honest
Be Honest, Kind, charitable, and have integrity. We build stepping stones out of stumbling blocks, navigating with grace for others and ourselves. We value upright kindness in our relationships and are real 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 all 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 make your time more valuable. To go above and beyond always and make sure we are the best in every single area. Always pushing ourselves to be better than yesterday.
U - United
We foster a close-knit community within our team and beyond, weaving connections through collaboration. Together, we create a supportive network built on empathy, uniting for shared success and recognizing our strength in unity, both internally and in our wider community.
S - Spirited
We boldly tackle challenges with passion and curiosity, finding joy in discovering new solutions. Our resilience empowers us to adapt, grow, and succeed, turning obstacles into stepping stones towards remarkable growth.
Benefits:
401(k)
Dental insurance
Vision 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
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.