Job Title: Tax Operations Director
Location: Remote, U.S.
Use your skills to craft the next generation of Tax practice.
About Us
OLarry is shaping the future of tax by bringing together tax experts and technology leaders to create a tax practice that provides exceptional service supported by leading proprietary technology.
About the Role
We’re looking for a process-driven, tech-savvy Tax Operations Director to lead the operational backbone of our tax team. This is a high-impact role responsible for building, enforcing, and evolving the systems that power our client delivery. You’ll drive efficiency, foster accountability, and lead the transition from legacy processes to modern, scalable workflows. This role reports to the COO.
Responsibilities
- Own and maintain all Standard Operating Procedures (SOPs) for the tax function
- Manage workflow tracking across all client returns, ensuring progress is monitored and blockers are cleared
- Train and onboard tax team members on new tools and processes as they’re rolled out
- Identify and implement operational efficiency gains across the team
- Be the internal go-to for tax process clarity, support, and documentation
- Lead the shift from paper-based to digital-first workflows
- Monitor and analyze team productivity, rebalance workloads, and raise the bar on client turnaround and satisfaction
- Serve as the cultural glue and operational engine of the tax org—firm but collaborative, respected, and results-oriented
Skills & Experience
- Operational Leadership: 5–10 years of experience in operations, project management, or workflow oversight, ideally within tax, legal, or professional services environments.
- Educational Credentials: Bachelor’s degree in business, operations, or a related field; MBA preferred.
- Change Management Expertise: Demonstrated success in leading teams through transitions, particularly from paper-based to digital processes.
- Training Experience: Comfortable with crafting and leading technical training on new tools.
- Process-Driven Approach: Strong organizational skills with a focus on developing and maintaining efficient SOPs.
- Analytical Skills: Ability to analyze team productivity and reallocate resources to optimize performance and client satisfaction.
- Interpersonal Skills: Excellent communication abilities, capable of diplomatically pushing back on legacy mindsets to drive progress.
- Client-Centric Mindset: Committed to enhancing the client experience through efficient and effective tax operations.
- Previous experience with fintech or a similarly regulated space
- A high level of EQ, personal drive, and professionalism that adheres to the OLarry Core Pillars.
Benefits & Compensation
- Unlimited PTO.
- Stock Options.
- Healthcare Insurance - 100% coverage for the employee, 50% coverage for dependents.
- Generous revenue sharing for all new business development.
- We are committed to investing in your career by offering continuous training and support, ensuring you acquire new skills and opportunities.
We are committed to creating a diverse and inclusive workplace. We do not discriminate based on race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. We are also committed to complying with the Ban the Box legislation, which prohibits employers from inquiring about an applicant's criminal background history until a conditional job offer has been made.
OLarry Core Pillars
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Personal Ownership: All team members of both the company and acquired CPAs will own a stake in the company. With this equity, an expectation of acting as an owner of their given area is expected.
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Demonstrate Grit: All successful new ventures take time and determination. Team members are expected to be personally driven to succeed on the schedule required by the work and to put their short-term financial needs behind the company's long-term needs.
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Collaboration Before Siloed Heroes: The strongest products are built by many minds with many viewpoints, not individuals. All team members must hold themselves to a high level of communication and cross-collaboration. No projects or products should be produced in a silo.
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Work Backwards: Everything we do puts the customer at the heart. If the customer is happy, the revenue will come.
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Market Validation: All products and processes should be tested and validated with the target customer before any major commitment to the project commences. All team members are responsible for talking to customers and understanding their needs.
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Area Expertise: Each team member will be the given expert in their allotted part of any project, and knowledge will be deferred to as such.
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Build the Brand: Every team member will be responsible for building the OLarry brand through social, sales, or customer support.
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Long-term View with a Global Focus: Strategic decisions will be made with a company's first view for building long-term wealth globally before short-term personal gains or expenses.
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Think Bootstrapped, not Funded: Team members will treat OLarry’s cash like their own, being careful only to spend it when a valid business case is presented and no market short—or long-term alternative is available.