Revel CPA - Operations Lead

Ready to lead operations and drive real impact? Apply now!

$2,500–$3,000/month | Full-time | Fully Remote

Click here to watch the video from the Founder of Revel CPA.

At Revel CPA, we provide accounting and tax services built for modern businesses. We help our clients stay compliant, make informed financial decisions, and grow with confidence. Our team works fully remotely, and we've built a culture that values clarity, collaboration, and continuous improvement. We believe in using technology to work smarter, empowering our team to do meaningful work, and creating an environment where people feel trusted and supported.

We're looking for an Operations Lead who will serve as a trusted right hand to our President and COO. This isn't an administrative role it's about owning operational workflows end to end, driving initiatives forward with minimal oversight, and helping us scale through strong systems and execution. You'll be the person who ensures nothing falls through the cracks, who spots inefficiencies before they become problems, and who brings process-minded thinking to everything you touch.

📋 Own and manage core operational workflows, including client communications, onboarding, and tax-related coordination  

📋Handle all invoicing

✅ Ensure work is tracked, completed accurately, and fully closed out across all touchpoints  

🔍 Identify gaps or inefficiencies in processes and drive improvements using systems thinking, AI, and automation  

🚀 Lead client onboarding operations to ensure a smooth, consistent experience  

🤝 Facilitate cross-departmental coordination and surface risks or blockers early  

💰 Support contractor payroll processes with accuracy and timeliness  

🎉 Drive team engagement initiatives, including virtual team lunches and creative approaches to employee satisfaction  

⚡ Execute internal initiatives on behalf of leadership, ensuring momentum and follow-through  

Working Hours: This is a full-time, fully remote role with a significant overlap with US times (EST)

Requirements

Must-haves:

✅ 4-5 years of experience in a similar operations or workflow management role  

✅ Experienced with invoicing

✅ Experienced with operations and workflow/project management  

✅ Highly detail-oriented, organized, and reliable  

✅ 3+ years of working in a fully remote environment  

✅ Proven ability to own work end to end and manage multiple priorities  

✅ Comfortable working across teams and following up as needed  

✅ Proficient in Google Workspace and macOS  

✅ Discreet and trustworthy with sensitive information  

✅ Demonstrated ability to work independently while also being a strong, collaborative team player  

Brownie points:

⭐ Experience supporting leadership or acting as an operations right-hand  

⭐ Familiarity with accounting, tax, or professional services environments  

⭐ Passion for AI, automation, and improving systems through technology  

⭐ Experience documenting and improving internal processes  

⭐ Prior experience helping drive team culture or engagement initiatives  

You're proactive, self-directed, and ownership oriented. You have excellent follow-through and a process-minded approach to your work. You're calm under pressure, dependable, and highly accountable. You're comfortable making thoughtful judgment calls without constant direction, and you communicate clearly and respectfully across teams. You're curious and improvement-focused, especially when it comes to systems and efficiency. Above all, you're trustworthy and professional when handling sensitive information.

Benefits

What’s in it for you?

💵 $2,500–$3,000/month*

🌍 Full-time, fully remote role—work from anywhere  

🏖️ Unlimited PTO and all US Federal Holidays  

❄️ Additional week off during the December winter holidays  

📚 Professional development stipend  

💻 macOS laptop provided  

🤝 Supportive, collaborative team culture

*Please note that this is a gross salary and that you are responsible for any tax-related procedures in your country of residence. We kindly ask you to apply only if you are happy to work remotely as an independent contractor.

This is our typical hiring process - occasionally, it may include extra steps.

For this role, JobRack is partnering with CROSBY to find their next hire. We’ll handle all the screening and testing, so they see only the best-fit candidates - like you!

🔍 How to shine
• Read the role details carefully.
• Submit a thoughtful, high-quality application.
• Stay responsive - we’ll keep you updated at every stage.

✨ Important notes
• Apply only through JobRack; please don’t contact the company directly.
• We expect a respectful hiring experience - any disrespect means instant disqualification.
• This is a full-time, primary role (no freelancing or second jobs).

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