Are you an exceptionally organized, tech-savvy professional with a knack for streamlining processes and supporting a dynamic team? Do you thrive in a fast-paced, remote-first environment where your operational expertise directly contributes to a firm's efficiency and client satisfaction? If you're ready to take ownership of administrative and operational excellence and play a pivotal role in a modern CPA firm, Purewater Financial wants to hear from you!

About Us

Purewater Financial is an innovative, lean, and tech-forward CPA firm helping U.S.-based individuals and businesses make sense of accounting, tax, and strategy in a digital-first world. We support entrepreneurs, investors, Bitcoin and crypto ventures, and small business owners. Our ethos is Success through Clarity, and we're revolutionizing the industry by maintaining a modern, tech-forward approach to financial services.

The Role

As our Administrative/Operations Lead, you will be the backbone of our firm, ensuring seamless daily operations and providing essential support to our accounting and tax professionals. This is a fully remote position, offering the opportunity to implement and optimize systems that enhance our firm's efficiency and client experience. You'll be instrumental in shaping our operational infrastructure as we continue to grow.

Key Responsibilities

• Develop and execute strategic sales plans to acquire new clients

• Build and maintain strong relationships with existing clients

• Create and manage sales pipelines using our tech stack

• Generate and qualify leads through various channels including social media

• Collaborate with team members to ensure smooth client onboarding

• Track and analyze sales metrics to optimize performance

• Represent the company at industry events and networking opportunities

Qualifications

• Manage and optimize firm-wide administrative processes and workflows, identifying opportunities for automation and improvement.

• Oversee client onboarding and offboarding procedures, ensuring a smooth and organized experience.

• Maintain and manage firm-wide documentation, including standard operating procedures (SOPs) and client records.

• Administer and support the firm's tech stack, including client management systems, communication platforms (e.g., Slack), and project management tools (e.g., Notion).

• Coordinate internal team meetings, manage calendars, and facilitate effective communication.

• Assist with various operational tasks, such as vendor management, expense reporting, and general office administration (even in a remote setting).

• Act as a central point of contact for internal team members regarding operational inquiries and support needs.

• Contribute to the development and implementation of firm policies and procedures.

• Work closely with the firm’s various functions by assisting with client communication, scheduling, and data organization as needed.

Compensation

We offer a competitive compensation structure that includes a strong base salary commensurate with experience, performance-based bonuses, and a comprehensive benefits package designed to attract and retain top talent.

What We Offer

• Fully remote work environment.

• Flexible schedule.

• Opportunity to significantly impact the operational efficiency and growth of a modern CPA firm.

• Access to cutting-edge technology tools.

• Collaborative and innovative team culture.

• Professional development opportunities.

• Competitive salary commensurate with experience.

If you're ready to leverage your administrative and operational expertise to help shape the future of a dynamic and growing CPA firm, we want to hear from you! Join Purewater Financial and help drive the efficiency and excellence of our operations.

How to Apply

Please apply here! We look forward to meeting you!