IT Manager (Hands-On IC + Team Lead)

(Full-time / Remote) — Fort Worth / Arlington, TX

(onsite presence required for on-prem & network operations)

About Source Advisors

Source Advisors is a specialized tax consulting firm that is committed to partnering with CPA firms – and their clients – as an advisory source in maximizing government-sponsored tax credits, deductions, and incentives. We are experts in the legislation that governs these incentives and assist CPA firms and companies navigate the laws that continue to evolve and change. Our industry experience and expertise within these tax codes has helped businesses claim billions of dollars in tax credits and incentives.

Job Summary

We are seeking a highly skilled IT Manager to oversee and actively participate in daily IT operations while leading a small team of IT professionals. This role combines hands-on technical administration with leadership responsibilities, ensuring the stability, security, and compliance of a Microsoft-first environment. The IT Manager will manage endpoints via NinjaOne and operate Fortinet network infrastructure, oversee SOC 2 Type II–aligned processes, and maintain both on-prem and cloud Windows Server services.

Key Responsibilities

• Identity & Access (Entra ID) : SSO / SAML / OIDC app onboarding (Salesforce, NetSuite, Dynamics), Conditional Access / MFA, role-based access, least-privilege, audit trails; manage hybrid identity (AD DS + Entra Connect).
• Endpoint & RMM : Administer NinjaOne (patching, remote support, policy baselines, software deployment, asset inventory).
• EDR & Threat Ops : Operate SentinelOne (policy tuning, exclusions, agent health, EDR coverage = 99%, response playbooks, threat hunts with vendors as needed).
• Collaboration & Data : Microsoft 365 (Exchange Online, SharePoint / OneDrive, Teams) configuration, retention, eDiscovery, DLP, external sharing controls, labeling / governance.
• Network : Fortinet firewalls / switching / Wi-Fi (FortiGate / FortiSwitch / FortiAP) : VPNs, VLANs, UTM profiles, SSL inspection where appropriate, firmware hygiene, logging / alerting.
• Servers / Directory : Windows Server / AD DS, GPO hygiene, file / print services (and migration / deprecation planning), backups / restore testing, certificate and DNS / DHCP management, integration between on-prem and hybrid Microsoft services.
• Automation : PowerShell (preferred) or Python to reduce toil (JML automation, M365 admin, reporting, license reconciliation).
• Project Management : Coordinate IT projects, identify and prepare project timelines, milestones, deliverables, and ensure alignment with high-visibility accountability.
• Lead a team of 2–3 individual contributors, conducting standups, 1 : 1s, coaching, performance reviews, and growth plans.
• Enforce SOPs, change control, maintenance windows, and incident communications.
• Partner with Security / Compliance, Software Development, and Data Engineering on SOC 2 evidence and control operation.
• Participate in hiring and onboarding of IT staff and key vendors.

Required Qualifications

Quality Assurance & Compliance

Preferred

Qualifications

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