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Operations Specialist – Fast-Growing Tax Practice Agency | Upwork
Taxreliefsa • Tiempo parcial
May 2025 - Present • 1 yr
When I joined this fast-growing tax practice, the firm was scaling quickly but facing operational bottlenecks inconsistent reporting, unclear handoffs, and delayed client deliverables. My role as Operations Partner was to build structure, clarity, and automation into daily workflows. Led operational audits to uncover process gaps, designed SOPs for reporting, communication, and client servicing, and implemented automation between TaxDome, Keap, and Google Workspace to reduce manual follow-ups. By introducing weekly performance reviews and clear accountability frameworks, I strengthened collaboration between the Client Concierge, Tax Preparer, and Leadership teams. Within 60 days, job stagnancy dropped by 40%, client response times improved by over 50%, and the firm gained real-time visibility into metrics that now drive confident decision-making and sustainable growth.