Operations & Lead Generation Manager

About Us
Woodson Accounting & Financial Services (WAFS) and Biz Tax Experts (BTE) are two fast-growing financial services brands under one leadership team.

WAFS serves healthcare, medical, nonprofit, and professional service organizations with CFO-level advisory, tax planning, and compliance.

BTE supports construction, transportation, technology, and trades with bookkeeping, payroll, compliance, and tax strategy.

Our mission: to help businesses build wealth with clarity and confidence.

Who We’re Looking For
We need a problem solver and entrepreneur at heart—someone who thrives in dynamic environments, takes ownership of results, and “gets it right the first time.”

You are:

Resourceful: Find answers and build systems without handholding.

Entrepreneurial: Treat the business like your own.

Detail-Oriented: Keep financial data and processes accurate.

Execution-Driven: Turn ideas into measurable outcomes.

Key Responsibilities

Administrative

Organize contracts, tax documents, and client files in Google Drive.

Create/update SOPs for onboarding, payroll, newsletters, and recurring tasks.

Manage email inboxes, engagement letters, invoices, and payment links.

Support client onboarding: welcome emails, portal setup, checklists.

Track tax filings, payroll, and deliverables.

Lead Generation

Build/manage targeted lead lists.

Use LinkedIn, Alignable, and networking platforms for outreach.

Oversee social media posts, newsletters, and YouTube content.

Track leads in CRM and ensure consistent follow-ups.

Research events, expos, and associations for client growth.

Networking

Identify and register for networking opportunities.

Support event prep with slide decks, postcards, and branded collateral.

Capture and follow up with leads after events.

Requirements

Experience in accounting, tax, or business services preferred (fast learners welcome).

Strong background in operations, marketing, or client support.

Proficiency with QuickBooks Online, Google Workspace, Canva, CRM tools (HoneyBook, HubSpot, etc.).

Excellent written and verbal communication.

Independent, organized, and deadline-driven.

What We Offer

Long-term, ongoing role with two scaling brands.

Remote, flexible work environment.

Competitive hourly/project pay with performance incentives.

Pre-Interview Questions (Reply In-Line)

Walk us through the steps you’d take to onboard a new client in 48 hours (contract, payment, setup).

Share how you would help with consistent client growth (outreach + follow-ups).

Which tools have you used for CRM, scheduling, and social media?

Give an example of a campaign or project you managed that got results.

Confirm you can work during U.S. Central business hours and follow confidentiality/NDA standards.

Work Sample (Required)
Provide one content sample (social post, ad copy, email/newsletter, or a lead-magnet page). If it was team-produced, specify your role.