Therapeutic Tax Solutions : Online Business Manager
IntegrateUpVass, NC, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionHas 4+ years of experience in operations, systems, and people management Has an OBM certification, strongly preferred Previous bookkeeping / accounting experience, preferred Is highly tech-savvy, analytical, and system-oriented Loves documentation, tracking data, and creating efficient workflows Is approachable, people-focused, and values strong relationships Is comfortable with remote tools (Slack, Zoom, Google Workspace, etc.) Can build structure from chaos, not overwhelmed, no drama Is a powerhouse of execution, not just ideas Thrives under pressure, communicates with clarity, and takes full ownership Responds promptly (we value responses within 2 hours during the workday) Is NOT trying to build their own business (Freelancers are welcome, provided all work is completed on time and no conflicts of interest exist.) You’re tech-savvy and have experience with tools like : ClickUp, Asana, Monday.com, or TaxDome CRMs like GoHighLevel or Pipedrive Google Workspace, Keeper.app, Slack, Zoom Tools like Zapier, Loom, Vimeo, Calendly, Gusto, Membervault, Squarespace Bonus : Familiarity with bookkeeping, tax firm operations, or scaling service-based businesses This position is not for someone who : Struggles with deadlines, follow-through, or juggling multiple projects Avoids documentation or is conflict-averse Gets stuck in “paralysis by analysis” or needs constant direction Doesn’t empower others or build collaborative momentum Fails to see the bigger picture and build scalable, repeatable systems Offer Details Pay : $45–$55 / hour (W2), part-time to start (20–30 hrs / week) with potential to grow into full-time PTO : 10 days / year of PTO : Accrues after initial 90 days of employment 6 paid holidays per year Simple IRA Retirement Plan : Retirement benefits are available after meeting plan eligibility requirements. $100 per successful client referral Must work 9 am - 1 pm EST hours, M-F Likely First 3 Projects Building our internal ‘company brain’ inside ClickUp - creating a searchable, organized hub where team members can easily access SOPs, resources, and workflows. Refining and updating the new team member onboarding processes in ClickUp Refining and updating the new client onboarding process Software Utilized by Company ClickUp, TaxDome, Drake, QBO, Keeper, Reach Reporting, RC Reports, Track 1099, Tax Planner Pro, TaxPlan IQ, Gusto, Practice Ignition, ActiveCampaign, GoHighLevel, Squarespace, Pipedrive, Zoom, Acuity, Zapier, Loom, Vimeo, Canva, Google Workspace, OpenPhone Team & Culture We’re a close-knit, fully remote U.S.-based firm offering advisory, tax prep, and bookkeeping services nationwide. Our culture is friendly, fast-paced, and focused, with open communication, honest feedback, and a strong sense of collaboration. Work-life balance is real here. owning your work, managing your time, communicating clearly, and delivering high-quality results on schedule. No micromanagement, just clear expectations and consistent follow-through. Our work is deadline-driven, but we avoid chaos. We plan ahead, communicate early, and respect each other’s time. The goal? Great work for great clients, without burnout. We care deeply about our clients and our team. We’re looking for dependable, detail-oriented people who take pride in doing things right and thrive in a transparent, structured environment. Trust, ownership, and accountability are what make our team thrive, and what set us apart. About Our Firm TTS is a people-first, detail-driven advisory firm, not just a bookkeeping and tax shop. We help clients gain clarity on cash flow, understand margins, and grow strategically. Our team thrives on supporting business success. We’re fully remote, drama-free, and built on collaboration and clarity. Work-life balance is real here. Every team member contributes to delivering financial clarity, strategic insight, and long-term growth. After eight years serving the mental health field, we’re now focused on trades professionals, especially HVAC businesses. Our services are tailored to this industry’s needs, from compliance and tax planning to real-time financial strategy. We offer three Advisory Partnership Packages, all built on professional bookkeeping with increasing levels of advisory. filings, cash flow, and strategic insight. Professional bookkeeping (accrual, reconciliations, job costing, WIP, inventory, overhead allocation, reporting) Advisory and financial insight (dashboards, cash flow forecasting, margin analysis, benchmarking, scenario planning, operational advisory) Tax and compliance support (1099 filing, sales tax registration and filing, corporate and individual returns, multi-state filing, tax planning, S-Corp consulting, historical cleanups). Visit us here. Current Team Members CEO, Tax Preparer and Advisor, and Senior Bookkeeping Professional Temporary Cultural Pillars How We Work Responsiveness & Timeliness Excellence in Execution We move fast, for clients and each other. Same-day Slack replies are standard. If you're unavailable, communicate and follow through. Trust starts with clarity. Organization & Time Management Managing multiple clients and tasks is standard. Staying organized and meeting deadlines keeps our team and clients thriving. Systems & Structure We create safety through structure. Clear systems, smooth onboarding, and documented workflows ensure everyone feels confident and supported, never left guessing. How We Lead Ownership & Accountability We trust each other to deliver. That means meeting deadlines, taking initiative, and following through. If we miss the mark, we own it, fix it, and learn from it. Coaching Over Commanding We build solutions together. Our leadership empowers through questions, challenges, and support, helping each team member find and own their path. Transparency & Trust We speak openly, with honesty, kindness, and no fluff. Feedback, praise, and tough conversations make us stronger. How We Grow Growth Mindset Change is constant, and we lean into it. We stay curious, resilient, and open to growth because it keeps us sharp. Flexibility with Accountability We trust you to manage your time. What matters is doing great work—on time, with care. People First We build lasting relationships by putting people first. Our team is kind, strategic, and collaborative, culture isn’t a perk, it’s how we work. Initial Application Skills Application Virtual interview with our recruiting agency Final virtual interview with CEO or manager If selected, you will be invited by email to progress to the next round. Powered by JazzHR
Hiring :
- Online Business Manager (OBM) Company : Therapeutic Tax Solutions Reports to : Alicia Bishop, CEO Status : PART-TIME, W2 / 20-30 hrs / week Location : Remote / US residents only Position Overview We’re hiring an Online Business Manager to keep our virtual operations running smoothly.
- You’re sharp with systems, strategy, and people—balancing empathy with efficiency.
- You thrive under pressure, bring a founder’s vision to life, and stay steps ahead with proactive solutions.
- You’re a self-starter who loves fast-paced, remote work.
- Building processes, scaling systems, and syncing teams is your jam.
- You know every great business runs on strong operations, and you’re ready to lead that charge.
Responsibilities Operations & Systems Management Design, improve, and maintain internal systems, SOPs, and workflows Set up tools, software, and automations to keep operations humming Track and improve documentation, filing systems, and knowledge hubs Evaluate and optimize performance across tools like TaxDome, Practice Ignition, Pipedrive, Asana, GoHighLevel, Keeper.app, and Zapier Project & Performance Management Lead projects from kickoff to completion—internal, client-facing, and strategic Define, track, and report KPIs—starting with a 30-60-90 day plan for the bookkeeping team Liaison with our CMO and external consultants to implement our marketing blueprint Help implement marketing, tech, and process strategies into repeatable systems Team Leadership & Support Foster a culture of feedback, coaching, and collaboration Keep the team engaged, supported, and accountable without micromanaging Lead hiring, onboarding, and performance reviews Track team response time and workflow capacity Client Success Management Oversee seamless onboarding / offboarding and proactive client communication Deliver a standout client experience through thoughtful systems and reliable service Maintain operational excellence that drives referrals and rave reviews Requirements This position is for someone who :
Quarterly Performance Bonuses Referral Bonus :
We value autonomy paired with accountability :
Tax prep is available only as an add-on, because clean, accurate books are the foundation for everything :
Our service suite spans compliance, strategy, and advisory, including :
Interview Process Our hiring process may take about 4-5 weeks :
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Solution Manager • Vass, NC, US
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