, you'll be the operational backbone of one of the
top 10 tax preparation offices in the country
during our most aggressive expansion phase. The CEO needs someone who can think three steps ahead, execute flawlessly, and tell him when he's wrong.
WHAT YOU'LL ACTUALLY DO:
Strategic Operations:
Manage aggressive nationwide expansion of new tax office locations launching by late December
C-Suite Liaison:
Direct interface with CEO and leadership team (Marketing Director, CRM/Web Developer, Head of Accounting, Tax Preparers)
Project Leadership:
Own implementation of enterprise systems (ClickUp/Asana), CRM migrations, and franchise rollout initiatives
Team Coordination:
Manage communication between CEO, Jaden (marketing), Femi (tech), Johnny (accounting), and tax preparers Charles, Leah, and Sandra across tight expansion timeline
Financial Oversight:
Track budgets across multiple locations, prepare financial analyses, coordinate expansion costs and revenue projections
Recruitment Support:
Screen and coordinate hiring for tax preparers and office owners during rapid scaling phase
Marketing Operations:
Support launch campaigns, coordinate with marketing director on multi-location branding and lead generation
Franchise Development:
Assist with owner recruitment, training coordination, and new office setup processes
Documentation:
Prepare agreements, operational procedures, training materials, and franchise documentation
WHO YOU ARE (NO POSERS):
Required:
1+ years as an
Executive Assistant
or supporting C-level executives in
fast-paced, scaling businesses
Proven ability to manage complex projects with competing deadlines and multiple stakeholders
Advanced Excel/Google Sheets (pivot tables, complex formulas, financial modeling)
Experience with project management software (ClickUp, Asana, Monday.com)
Impeccable written communication - you'll create training materials and operational documents
Ability to context-switch between franchise development, marketing campaigns, hiring, and office launches without missing a beat
Preferred (Makes You Dangerous):
Tax preparation or accounting services industry experience
Franchise or multi-location business operations background
Experience scaling service-based businesses rapidly
CRM implementation and process optimization (especially for sales/client management)
Recruitment and training program development
Marketing operations or campaign coordination experience
Previous
Executive Assistant
experience in high-growth startups or expansion-phase companies
Personality & Work Style (BE HONEST WITH YOURSELF):
Self-starter mentality
- you don't wait to be told what needs doing; you see problems and solve them
High urgency
- you understand that "end of December" means we're already behind, and you thrive under pressure
Extreme ownership
- when something doesn't get done, you lose sleep over it (we need that person)
Direct communicator
- you'll push back on the CEO when needed and won't take it personally when challenged
Results-driven
- you measure success by outcomes, not hours logged or tasks checked off
Entrepreneurial mindset
- you want equity and growth opportunity because you plan to earn it
Detail obsessive
- missing deadlines during expansion isn't "understandable," it's unacceptable to you
Comfortable with controlled chaos
- we're in rapid expansion mode with aggressive timelines
THIS ROLE IS NOT FOR YOU IF:
You need clear 9-5 boundaries (we respect work-life balance, but December is crunch time)
You require extensive supervision or regular check-ins to stay on task
You're looking for a "stepping stone" job while you figure out what you really want to do
You view problems as someone else's responsibility to solve
You need consensus and approval before taking initiative
You're satisfied with "good enough" when excellence is possible
You think an
Executive Assistant
role means taking notes and scheduling meetings
WHAT WE OFFER:
Real Responsibility:
You're not a traditional
Executive Assistant
. You're the operational COO without the title (yet)
Competitive Compensation:
$65K-$85K base depending on experience + quarterly performance bonuses tied to expansion success
Equity Consideration:
For the right candidate who proves indispensable during this critical growth phase
Professional Growth:
Direct mentorship from CEO, learn tax business operations, franchise development, and rapid scaling strategies
Skills Acquisition:
Master multi-location management, franchise operations, tax industry dynamics, team leadership
Impact:
Your execution directly affects our national expansion success
Meritocracy:
Promotions and bonuses based on performance, not tenure or politics
Flexibility:
Results matter more than face time - manage your schedule like an adult, but deliver like a professional
Industry Opportunity:
Tax services is recession-resistant with six-figure earning potential for top performers
THE ENVIRONMENT:
This isn't corporate America. We move fast, make decisions quickly, and expect excellence. You'll work directly with a CEO who values competence over credentials, solutions over excuses, and people who can handle the truth. We're building something significant, and we need someone who treats this opportunity like their own business - because if you're the right person, it could become exactly that.
CURRENT PROJECTS YOU'D JUMP INTO:
Coordinating launch of multiple tax office locations by end of December (URGENT)
Implementing project management system to track all expansion activities
Supporting recruitment of experienced tax preparers and franchise owners
Coordinating with marketing director on multi-location launch campaigns
Managing vendor relationships, lease negotiations, and office setup logistics
Creating training and operational systems for new franchise owners
Pay: $50,000.00 - $95,000.00 per year
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Professional development assistance
Vision insurance
Work Location: In person
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