Therapeutic Tax Solutions: Online Business Manager

IntegrateUp; Vass (NC); Remote; USD 60,000 - 80,000; Part time

Job summary

IntegrateUp is seeking an Online Business Manager (OBM) for a part-time remote position. The ideal candidate will streamline operations, manage systems, and lead projects within a values-driven team. Applicants should have over four years of experience and an OBM certification, showcasing a proactive and organized approach to leadership.

Benefits

PTO: 2 weeks/year

Retirement plan with 1-3% match

Referral bonus for successful client referrals

Qualifications

• 4+ years of experience in operations, systems, and people management.
• Highly tech-savvy, analytical, and system-oriented.
• Approachable, people-focused, and values strong relationships.

Responsibilities

• Design, improve, and maintain internal systems and workflows.
• Lead projects from kickoff to completion, defining and tracking KPIs.
• Foster a culture of feedback, coaching, and team collaboration.

Skills

Operations Management

Systems Management

Project Management

Leadership

Client Communication

Education

OBM certification

Tools

ClickUp

Asana

Monday.com

TaxDome

Google Workspace

Job description

Hiring: Online Business Manager (OBM)

Company: Therapeutic Tax Solutions

Reports to:Alicia Bishop, CEO

Status: PART-TIME, W2 / 20-30 hrs/week

Location:Remote/US residents only

Position Overview

Do you dream in systems, think in workflows, and thrive on making operations flow like clockwork?

Are you seeking a long-term position with a growing, values-driven company?

Then Therapeutic Tax Solutions would love to meet you!

We’re looking for a rockstarOnline BusinessManager who can keep our virtual house in tip-top shape. You’re a master of structure, strategy, and people, with just the right blend of empathy and efficiency. You shine when the pressure’s on, know how to bring a founder’s vision to life, and can organize and optimize with your eyes closed. You’re the ying to our visionary’s yang: a proactive problem-solver who’s always ten steps ahead, helping to scale the business with structure and intention.

You’re ideal for this role if you’re a self-starter who thrives in a fast-paced, remote environment where no two days look the same. You love building processes, scaling systems, and seeing a team work together like a well-oiled machine. You understand that behind every successful company is an operations leader who makes the magic happen—and you’re ready to be that person.

If you’re passionate about organization, leadership, technology, and growth, this is your sign. Apply now and help us level up.

Responsibilities

Operations & Systems Management

• Design, improve, and maintain internal systems, SOPs, and workflows
• Set up tools, software, and automations to keep operations humming
• Track and improve documentation, filing systems, and knowledge hubs
• Evaluate and optimize performance across tools like TaxDome, Practice Ignition, Pipedrive, Asana, GoHighLevel, Keeper.app, and Zapier

Project & Performance Management

• Lead projects from kickoff to completion—internal, client-facing, and strategic
• Define, track, and report KPIs—starting with a 30-60-90 day plan for the bookkeeping team
• Liaison with our CMO and external consultants to implement our marketing blueprint
• Help implement marketing, tech, and process strategies into repeatable systems

Team Leadership & Support

• Foster a culture of feedback, coaching, and collaboration
• Keep the team engaged, supported, and accountable without micromanaging
• Lead hiring, onboarding, and performance reviews
• Track team response time and workflow capacity

Client Success Management

• Oversee seamless onboarding/offboarding and proactive client communication
• Deliver a standout client experience through thoughtful systems and reliable service
• Maintain operational excellence that drives referrals and rave reviews

Requirements

This position is for someone who:

• Has 4+ years of experience in operations, systems, and people management
• Has an OBM certification, strongly preferred
• Is highly tech-savvy, analytical, and system-oriented
• Loves documentation, tracking data, and creating efficient workflows
• Is approachable, people-focused, and values strong relationships
• Is comfortable with remote tools (Slack, Zoom, Google Workspace, etc.)
• Can build structure from chaos—not overwhelmed, no drama
• Is a powerhouse of execution, not just ideas
• Thrives under pressure, communicates with clarity, and takes full ownership
• Responds promptly (we value responses within 2 hours during the workday)
• Is NOT trying to build their own business (Freelancers are welcome, provided all work is completed on time and no conflicts of interest exist.)

You’re tech-savvy and have experience with tools like:

• ClickUp, Asana, Monday.com, or TaxDome
• CRMs like GoHighLevel or Pipedrive
• Google Workspace, Keeper.app, Slack, Zoom
• Tools like Zapier, Loom, Vimeo, Calendly, Gusto, Membervault, Squarespace
• Bonus: Familiarity with bookkeeping, tax firm operations, or scaling service-based businesses

This position is not for someone who:

• Struggles with deadlines, follow-through, or juggling multiple projects
• Avoids documentation or is conflict-averse
• Gets stuck in “paralysis by analysis” or needs constant direction
• Doesn’t empower others or build collaborative momentum
• Fails to see the bigger picture and build scalable, repeatable systems

Team & Culture

We’re a tight-knit, 100% remote, U.S.-based tax prep and bookkeeping firm proudly serving clients in all 50 states. Our vibe? Friendly, fast-paced, and focused. We value candid feedback, open communication, and working together like humans who care about one another—vacation talk and all. A little chit-chat is good for the soul, but we also know when to get to work.

Software Utilized by Company

TaxDome, Practice Ignition, ActiveCampaign, GoHighLevel, Membervault, Squarespace, Pipedrive, Asana, Slack, Keeper.app, Zoom, Acuity, Zapier, Loom, Vimeo, Gusto

Current Team Members

CEO, Tax Professional/Enrolled Agent (EA) who is the Head of the Tax Department and Tax Preparation, and a senior bookkeeping professional who handles all client bookkeeping

Offer Details

• Pay: $45–$55/hour (W2), part-time to start (20–30 hrs/week) with potential to grow into full-time
• PTO: 2 weeks/year (holidays included in the 2 weeks; available after 90 days)
• Retirement: SIMPLE IRA with 1–3% match
• Referral Bonus: Starting at $100 per successful client referral
• Must work 9 am - 1 pm EST hours, M-F
• No health stipend at this time (but may be added later)

Likely First 3 Projects

• Implement and operationalize a Marketing Blueprint developed by a third-party CMO by translating strategic plans into actionable systems and workflows in coordination with the OBM.
• Establish performance clarity by building a 30-60-90 day KPI tracker for the bookkeeper role to set expectations, support growth, and create a replicable onboarding process.
• Streamline internal systems through process improvement and optimization—identify bottlenecks, enhance efficiency, and ensure scalable, well-documented operations.

About Therapeutic Tax Solutions

TTS is a people-first, detail-driven tax and bookkeeping firm with a fully virtual, drama-free team culture rooted in collaboration and clarity.

We prioritize work-life balance (and mean it), offer nationwide remote services, and specialize in helping business owners make smart financial decisions—not just file taxes.

After eight years serving therapists, we’re now shifting our niche to support trades professionals—think HVAC, electricians, general contractors, and more. Our services are evolving to meet the unique needs of this hands-on industry, from compliance and tax planning to real-time financial insight and strategy.

TTS goes beyond bookkeeping. We empower business owners to truly understand their numbers—how much they’re making, spending, saving, and how to optimize every dollar with legit, IRS-approved tax strategies.

Our suite of services includes bookkeeping, tax prep, S corp consulting, payroll setup, sales tax, business advising, 1099 management, system setups, and more. We’re expanding into A/R, A/P, and receipt management to better support the trades as we grow.

If you’re seeking a team that values precision, thrives on problem-solving, and builds long-term relationships instead of seasonal turnover, welcome to TTS. Visit us here.

Temporary Cultural Pillars (Under Review)

1. Responsiveness & Timeliness We move fast for our clients and each other. Timely communication, especially during working hours, is non-negotiable. Same-day responses on Slack are the expectation, not the exception. If you're unavailable, you acknowledge it and follow through. Dependability starts with clear, prompt communication.

2. Ownership & Accountability We don't micromanage—we trust. But with trust comes responsibility. We do what we say we’ll do, meet deadlines, and take initiative. If we fall short, we own it, fix it, and grow from it.

3. Excellence in Execution There’s no room for “good enough” in this work. We handle business-critical financials, and accuracy is everything. Every task is completed with precision, excellence, and pride. We don’t just check boxes—we raise the bar.

4. Organization & Time Management Juggling multiple clients and tasks is the norm. Staying organized, meeting deadlines, and managing time effectively are core to keeping our team and clients thriving.

5. Growth Mindset Change is constant. We embrace it. Whether it's learning something new or adapting to a new industry, we stay resilient, curious, and open to evolution—because it keeps us sharp.

6. Systems & Structure We build safety through process. Clear systems, thoughtful onboarding, and documented workflows empower every team member to feel confident and supported. You’re never left guessing.

7. Coaching Over Commanding We don’t hand down solutions—we build them together. Our leadership style is collaborative and empowering. We ask questions, challenge thinking, and support team members to find (and own) their path forward.

8. Transparency & Trust We value direct, no-fluff communication, with kindness. Whether it's feedback, praise, or a vulnerable conversation, we speak openly and honestly, knowing it makes our team stronger.

9. Flexibility with Accountability We honor work-life balance and trust you to manage your schedule. When the work is done right, on time (or early), and with care—that's what really counts.

10. People First We build long-term relationships with clients and teammates by putting people at the center. Our team is approachable, kind, strategic, and collaborative. Culture isn’t a perk; it’s how we operate.

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To apply, please fill out an application at: https://hiring.integrateup.co/

To better allow you to display your skills and to help us determine the best candidates, our recruiting process is approximately four to five weeks and takes place in four rounds:

• Initial Application
• Skills Application
• Virtual interview with our recruiting agency
• Final virtual interview with CEO or manager

If selected, you will be invited by email to progress to the next round.