Who we are
Gelt is a tech-driven tax services company providing premium tax solutions for closely held businesses, high-net-worth individuals, and investors. Our mission is to optimize our clients’ taxes and ensure compliance by utilizing our proprietary tax platform and team of expert in-house professionals.
What you’ll do
In this role you will lead the design, implementation, and continuous improvement of internal operations and enablement, focused on our tax/CPA team. Your key responsibilities will include:
- Develop and execute the internal service enablement strategy for the tax/CPA organization, including onboarding, professional development, process documentation, and performance management.
- Design and build scalable processes and frameworks that support team growth and excellence in delivery (including workflows, quality control, internal operations metrics, and knowledge management).
- Lead cross-functional operational projects, including structural redesigns, team integrations from acquisitions/M&A, and system/tool rollouts to enable best-in-class performance.
- Monitor, analyze, and report on internal team performance, identify root-cause issues, and drive continuous improvement initiatives.
- Foster a high-quality internal culture of enablement, development, and operational excellence for the tax/CPA team.
We are looking for someone who has
- Significant experience (typically 8+ years) in operations, enablement, process design, or organizational development, ideally within a professional services or tech environment.
- Proven track record of building or scaling operations functions (e.g., onboarding, training, process frameworks, integrations).
- Strong project leadership experience, including complex organizational projects (e.g., M&A or major structural/process changes).
- Excellent interpersonal and communication skills; able to work across teams, influence senior stakeholders, and drive change.
- Hands-on mindset with the ability to go beyond process design and lead implementation.
- Comfort in a fast-paced, evolving environment where building from the ground up is expected.
- Experience in finance/fintech is a plus; experience in tax is a big plus.
- CPA, EA, or CMA certification is a plus.
We appreciate people who are
- Passionate about what they do.
- Fast and creative thinkers and doers.
- Clear communicators.
How to apply
Please email your CV and a short cover letter indicating your interest in the position to careers@joingelt.com