Operations Associate, Pre-Work

About Taxceed

Taxceed is an accounting firm that helps expanding businesses get the kind of financial structure they would usually only have after building an internal finance team. The firm brings tax, accounting, and finance together into one operating model so business owners can make smarter decisions.

Established in Washington, DC, Taxceed operates as a fully distributed team and supports business owners across the United States with annual revenue ranging from $3 million to $100 million.

About the Role

This position is for an operator who will own the company’s work-readiness process. Every client engagement must pass through a readiness checkpoint before it reaches the technical team. Your role is to make sure each engagement is complete, well-organized, and genuinely prepared for execution before any billable time is spent. By the time accountants and finance professionals begin work, everything they need should already be in place.

This is not a standard coordination role. It is designed to remove operational drag. Documents must be gathered. Access must be verified. Data must be complete. Deadlines must be up to date. Client communication must stay organized. Nothing should advance until it is truly ready.

The role is intentionally binary: a client file is ready for technical work, or it is not. You own that checkpoint. From the start, you are also responsible for automating the manual work within the function and building the systems that replace it. Performance is measured by output rather than hours worked, and reducing manual effort is considered a sign of success.

What You Will Learn

• How to design and automate the operational foundation of a modern professional services firm
• How an integrated tax, accounting, and finance operation functions from end to end
• Workflow design, system integration, and quality control methods
• How repetitive manual work can be replaced with scalable processes
• How operational excellence compounds overall firm performance

This role is well suited to someone who wants to grow into operations leadership over time. The person who builds the readiness system now may become the person who shapes how the firm runs in the future.

What You Will Do

Work Readiness

• Manage the readiness gate by keeping real-time status updated for every active client engagement and only releasing work when documents, access, data, and deadlines are complete
• Handle document collection end to end by sending proactive request lists, tracking outstanding items, and making sure every request is closed before its deadline
• Download, sort, and validate bank, credit card, loan, payroll, and payment processor records needed for client work

Workflow Management

• Maintain the firm’s compliance calendar so every client deadline stays accurate and current
• Review every inbound notice, client message, and document within 24 hours by logging it, categorizing it, identifying the deadline, routing it with context, and confirming closure

Systems Improvement

• Create and continuously refine the systems used for document collection, workflow tracking, client communication, and deadline management
• Reduce the technical team’s time spent chasing inputs quarter over quarter; this will serve as a key performance metric

Operational Leadership

• Proactively remove operational friction before it reaches the technical team
• Use judgment to contact clients and statement providers directly and close open items
• Spot bottlenecks, suggest improvements, and strengthen the flow of work through the firm

What Makes You a Strong Fit

• You take responsibility without needing reminders
• You naturally think in systems instead of isolated tasks
• You maintain high standards even when speed is being prioritized
• You anticipate what is needed and close loops without waiting to be asked
• You treat deadlines as firm commitments rather than loose goals
• You enjoy bringing order to complicated situations
• You want to build systems, not just work inside them
• You want to grow into higher-impact operational leadership

You do not need to know everything on day one, but you do need a strong drive to become excellent at building systems that can run independently.

Who Should Not Apply

• People who need constant supervision or repeated reminders
• People who think forwarding an email means the task is finished
• People who see the readiness process as flexible when pressure increases
• People looking for a predictable role with low ownership

What You Will Find Here

• Competitive pay
• A long-term full-time opportunity with a clear route into operations leadership
• Direct guidance from the firm’s founder
• A work style that combines strong autonomy with strong accountability
• A fast-moving learning environment where you will build systems that directly influence how the firm operates
• The opportunity to create operational leverage that supports both clients and the internal team

Work Environment

• Fully remote setup
• Core working hours from 9:00 AM to 5:00 PM Eastern Time
• Weekly team collaboration meetings
• Direct exposure to business owners and a high-performing global team

Next Steps

To apply, complete the application form using the provided application URL.