We are seeking an experienced Automation & Integration Engineer to modernize and automate our CPA firm's operations. This role will be responsible for designing, building, and maintaining AI-driven workflows and integrations centered around CCH Axcess, Additive K-1, Microsoft 365, and other business systems. The ideal candidate combines software development, API integration, workflow automation, and AI implementation experience with deep knowledge of tax and accounting technology. This is a hands-on technical position. You will build production-grade automations, not just configure software. Responsibilities Design and develop integrations between CCH Axcess, Additive K-1, CRM, document management systems, and internal databases. Build AI-powered workflows to automate tax preparation, review, document processing, and client communication. Develop API integrations using the CCH Axcess Open Integration Platform. Automate repetitive tax workflows using APIs, webhooks, scripting, and workflow platforms. Create secure data synchronization between business applications. Build custom internal applications that improve CPA productivity. Implement OCR and AI document extraction for tax source documents. Build dashboards and reporting from tax software data. Create automation monitoring, logging, and alerting. Document all integrations and maintain technical architecture. Work directly with tax professionals to identify automation opportunities. Evaluate emerging AI tools and recommend practical implementations. Required Experience 5+ years building software integrations or business automations. Strong experience with: CCH Axcess CCH Axcess APIs REST APIs OAuth Webhooks JSON/XML Experience integrating accounting or tax software. Experience with AI APIs such as: OpenAI Anthropic Google Gemini Azure OpenAI Experience with automation platforms such as: n8n Power Automate Make Zapier Strong programming skills in one or more: Python C# JavaScript/TypeScript SQL database experience. Microsoft 365 integration experience. Git version control. Cloud experience (Azure or AWS). Preferred Qualifications Additive K-1 experience. CCH API development. CPA firm experience. Tax workflow automation. OCR and intelligent document processing. Experience with AI agents. Experience with document management systems. Power BI. SharePoint. Azure Functions or AWS Lambda. Docker. Technical Skills API Development REST OAuth JSON XML Python JavaScript SQL AI Integration Prompt Engineering Workflow Automation Microsoft Graph API SharePoint APIs Microsoft 365 Administration OCR RAG LLM Integration Git CI/CD What You'll Build Examples include: Automated K-1 ingestion into CCH. AI document classification and extraction. Tax return workflow automation. Client onboarding automation. Automated tax organizer processing. AI review assistants. Internal tax knowledge search. Automated email and task generation. Client portal integrations. Document routing. Workflow dashboards. Exception monitoring and alerts. Success Metrics Within the first 6–12 months, you will: Eliminate hundreds of hours of manual tax processing. Reduce duplicate data entry across systems. Build production-ready AI workflows. Create reusable integration frameworks. Improve tax workflow visibility through reporting and dashboards. Establish a scalable automation architecture for future growth. Nice-to-Have Certifications Microsoft Azure AI Engineer Microsoft Power Platform Developer AWS Developer Python certifications AI/LLM application development CPA technology consulting experience Ideal Background Candidates who have worked at firms or software vendors using: CCH Axcess Additive K-1 Thomson Reuters products Intuit products Wolters Kluwer tax software Tax technology consulting firms CPA firms with 100+ employees Tax automation consultancies

Profit Pulse Media is a boutique performance marketing agency that helps eCommerce brands grow through Meta Ads, Google Ads, creative strategy, and conversion optimization. We're a small but growing agency focused primarily on Shopify brands. Our clients range from startup brands to established businesses looking to scale profitably through paid acquisition. Our team currently consists of: • Founder (strategy, client communication, paid media) • Full-time Creative Strategist • Full-time Graphic Designer • Several specialized contractors supporting paid media, creative production, CRO, and project-based work We've grown organically and are now looking for someone who can help us improve the operational side of the business. About the Role This is not a media buying role. We're looking for someone who has experience helping agencies build better systems, workflows, accountability, communication, and operational structure. The goal is simple: Help us become a more organized, scalable agency without adding unnecessary complexity. We're not looking for a consultant who creates a 100-page SOP document that nobody uses. We're looking for practical improvements that help a small team operate more efficiently. What We Need Help With • Reviewing our current workflows and operations • Identifying bottlenecks and inefficiencies • Improving project management processes • Helping standardize recurring tasks • Creating practical SOPs where needed • Improving communication between team members • Helping organize client delivery processes • Improving accountability and task ownership • Helping the founder reduce operational dependency • Recommending tools, systems, and processes that make sense for a small agency Current Challenges Some areas we're actively looking to improve: • Project management • Task delegation • Documentation • Internal communication • Client onboarding processes • Creative production workflows • Contractor management • Capacity planning • Building systems that can scale as we add clients Who We're Looking For The ideal candidate: • Has experience working with agencies • Understands service business operations • Has helped build systems for small teams • Thinks practically, not corporately • Can identify bottlenecks quickly • Is highly organized • Communicates clearly • Understands accountability and ownership • Can help us simplify rather than overcomplicate Bonus points if you have experience with: • Marketing agencies • Paid media teams • Creative production teams • Preferably Notion, or similar tools • Agency operations consulting Initial Responsibilities Phase 1: • Review current agency structure • Review team workflows • Identify bottlenecks and inefficiencies • Review project management systems • Review onboarding and delivery processes • Recommend improvements • Help implement practical operational systems Phase 2 (Optional) For the right fit, this could evolve into ongoing monthly support helping us: • Improve operations • Maintain accountability systems • Refine workflows • Support hiring and onboarding • Continue reducing founder dependency Time Commitment Approximately 3-10 hours per week initially depending on experience and involvement. To Apply Please include: • A brief overview of your background • Experience helping agencies improve operations • Examples of systems or processes you've implemented • Any agency experience We're looking for someone practical, experienced, and action-oriented who can help a small agency build a stronger operational foundation.

Premier HR Consulting (www.premierhrny.com) is a full-service human resources company that specializes in helping small to mid-size businesses establish the internal structure they need to scale successfully. With a wide arrange of capabilities, Premier HR Consulting’s expertise lies in talent acquisition, employee relations, benefits and compensation, training and development, and compliance. Premier HR Consulting also works with more established organizations to perform executive searches, conduct leadership training, lead internal investigations or assist in the selection of an internal team of human resources experts to drive success as they scale. We currently partner with clients both nationally across the United States and internationally. Position Summary We are seeking a highly organized and client-focused HR Coordinator to support the daily operations of a growing HR consulting company. This role assists with administrative HR functions, client service coordination, recruiting support, onboarding, employee records, compliance tracking, and HR project execution. The ideal candidate is detail-oriented, professional, discreet, and comfortable supporting multiple clients, deadlines, and priorities in a fast-paced consulting environment. Key Responsibilities • Provide administrative and operational support to HR consultants and client accounts. • Assist with onboarding processes, including preparing new hire paperwork, coordinating orientation materials, and tracking completion of required documents. • Maintain accurate employee records, HR files, client documentation, and HRIS or applicant tracking system data. • Support recruiting activities by posting job openings, screening resumes, scheduling interviews, communicating with candidates, and conducting reference checks as needed. • Respond to routine HR-related inquiries from clients, employees, and candidates in a professional and timely manner. • Coordinate meetings, trainings, employee communications, and HR project timelines for internal and client-facing initiatives. • Assist with benefits administration, payroll coordination, leave tracking, employment verifications, and status change documentation. • Support compliance efforts by helping maintain required employment documents, policies, forms, checklists, and reporting deadlines. • Prepare HR reports, spreadsheets, presentations, and client deliverables as requested. • Handle confidential information with discretion and follow company standards for data privacy and professional ethics. • Identify opportunities to improve administrative processes, templates, workflows, and client service delivery. Required Qualifications • Bachelor’s degree in Human Resources, Business Administration, Psychology, Communications, or a related field preferred. • 1–3 years of experience in human resources, recruiting coordination, administrative support, client service, or a related role. • Strong organizational skills with the ability to manage multiple priorities and deadlines. • Excellent written and verbal communication skills. • High attention to detail and accuracy in documentation, data entry, and follow-up. • Ability to maintain confidentiality and handle sensitive employee and client information appropriately. • Proficiency with Microsoft Office, Outlook, Excel, Teams, Zoom and HRIS or applicant tracking systems. • Professional, service-oriented approach with strong interpersonal skills. Preferred Qualifications • Experience supporting an HR consulting firm, professional services company, staffing agency, or multi-client environment. • Familiarity with employment compliance requirements, onboarding practices, benefits administration, and payroll coordination. • Experience creating HR templates, checklists, reports, and client-ready documents. • SHRM-CP, aPHR, PHR, or related HR coursework or certification is a plus.

We work in two areas: with clients in due diligence buying real estate ($10M to $100M+) and with clients in litigation on real estate value disputes as case managers and expert witnesses. We use Practice Panther CRM & Business platform. We need someone to 1) onboard new clients and contacts, 2) onboard new projects (called Matters), and 3) complete basics of the matter in excel and WORD, including researching property and tax records and GIS maps, and other data. The goal is to manage workflow and set up senior analysts for report completion and delivery. Background in CRMs, MS Office, Box, and, ideally, real estate and legal setting. Envision 5 hours a day and initial training over zoom.

Operations Coordinator & Executive Assistant (Remote Freelance Position) About Us We are a marketing and communications agency that has been in business for 27 years, serving clients across a variety of industries with a strong focus in the building insulation and construction sectors. Our company operates with a highly collaborative remote team of nine experienced freelancers located across the country. We pride ourselves on maintaining an exceptional team culture built on trust, communication, accountability, and high-level performance. Learn more about us at www.dzandassociates.com. Position Overview We are seeking a long-term freelance Operations Coordinator & Executive Assistant to support the day-to-day operations of our strong and growing remote agency. This role functions as both an assistant to the owner and an operational support lead for the broader team. This is a highly important role that helps keep projects, systems, and workflows running smoothly so our client-facing team members can stay focused on delivering excellent work. The ideal candidate is organized, resourceful, tech-savvy, proactive, and enjoys improving systems and processes. Key Responsibilities Operations & Project Management Maintain and optimize our ClickUp project management system Help streamline workflows and improve internal operational processes Track tasks, deadlines, and project status across multiple team members Assist with troubleshooting operational bottlenecks and identifying solutions Team Support Provide administrative and operational support to the owner and team members Coordinate and organize internal information and project assets Assist team members with various support tasks as needed Help maintain organization and consistency across systems and projects Client Onboarding & Account Setup Support onboarding processes for new clients Assist with online profile setup and account configuration for clients Catalog and organize client data and information Ensure projects and onboarding materials are properly documented Systems & Process Improvement Identify opportunities to improve efficiency and organization Document workflows and help create scalable operational systems Research tools, answers, and solutions independently when challenges arise Required Skills & Experience Experience using ClickUp or similar project management platforms such as Asana, Monday.com, Trello, or Basecamp Google Drive and Google Docs savvy Strong organizational and time management skills Excellent written communication and attention to detail Ability to work independently in a fully remote environment Comfortable troubleshooting issues and finding solutions proactively Strong follow-through and reliability Basic marketing knowledge and understanding of agency workflows Preferred Traits Process-oriented thinker who enjoys creating order and efficiency Adaptable and comfortable wearing multiple hats Positive team player with strong communication skills Tech-savvy and quick to learn new systems Long-term mindset and interest in growing with a collaborative team Position Details Remote freelance/contractor position Flexible hours with availability during standard business hours preferred Long-term opportunity for the right fit Approximately 10-20 hours per week Compensation based on experience To Apply, Please Submit: A brief introduction about yourself Relevant experience with operations, executive assistance, or project coordination Platforms and tools you’ve used (ClickUp, Asana, Monday.com, etc.) Your availability and preferred working hours Resume and/or LinkedIn profile

About Us The 1 and Only Agency is seeking a detail-oriented and proactive GoHighLevel (GHL) Specialist to support our growing client base. We provide marketing, automation, and business support services for authors, entrepreneurs, coaches, and small businesses. We are looking for someone who is highly organized, dependable, and capable of following established systems while also bringing ideas and solutions to the table. Position Details Pay: $9–$15 per hour (based on experience and demonstrated ability) Hours: 5–8 hours per week to start Growth Potential: Hours and responsibilities may increase based on efficiency, skill level, and performance Remote Position Long-Term Opportunity Available Responsibilities Depending on your experience, responsibilities may include: Building and updating landing pages Creating and managing sales funnels Setting up forms and surveys Workflow and automation creation Email and SMS campaign setup Pipeline and opportunity management Calendar and appointment setup Contact management and list organization Troubleshooting GHL issues Integrating third-party applications Supporting client onboarding and account setup Creating SOPs and documenting processes Qualifications Required: Previous experience with GoHighLevel Strong attention to detail Excellent written communication skills Ability to follow instructions and complete tasks independently Reliable internet connection Ability to meet deadlines Preferred: Experience with Zapier, Make, or API integrations Experience building websites and funnels in GHL Experience with email marketing and automation Experience supporting multiple client accounts To Apply Please include: A brief summary of your GoHighLevel experience. Examples of funnels, websites, workflows, or automations you have built. The number of hours you currently have available each week. Your favorite GHL feature and why. The word "PURPOSE" at the beginning of your application so we know you read the entire posting. We are looking for someone who wants to grow with our company and become a valuable long-term member of our team.

1. Serve as the primary administrator and subject matter expert for SharpSpring. 2. Design, build, test, deploy, and optimize automated marketing workflows. 3. Create multi-step nurture campaigns for lead generation, customer onboarding, cross-selling, retention, and re-engagement. 4. Develop lead scoring models and lifecycle management processes. 5. Build and maintain CRM integrations, forms, landing pages, dynamic lists, and automation triggers. 6, Audit existing automations and identify opportunities for improvement, consolidation, and increased performance. 7. Troubleshoot workflow issues, deliverability concerns, and automation errors. 8. Develop and execute email marketing campaigns from concept through deployment. 9. Build email templates and ensure responsive design across devices and email clients. 10. Create audience segmentation strategies to improve engagement and conversion rates. 11. Manage email lists and database hygiene to ensure compliance and performance. 12. Coordinate campaign calendars and promotional schedules across multiple business units. 13. Maintain brand consistency across all email communications.

Job Title: Office Manager (Law Firm) Location: Remote Employment Type: Part - Time About the Firm We are a growing law firm providing legal services in areas including estate planning, business, and tax. Our firm values professionalism, organization, efficiency, and exceptional client service. Position Overview The Office Manager is responsible for overseeing the daily administrative and operational functions of the law firm. This role ensures the office runs efficiently, supports attorneys and staff, manages workflows, and maintains compliance with firm policies and ethical standards. Key Responsibilities Oversee day-to-day office operations and administrative procedures Supervise administrative and support staff, including scheduling and performance oversight Manage office calendars, deadlines, and internal workflows Serve as a point of contact between attorneys, staff, and vendors Oversee client intake processes and ensure files are properly opened and maintained Manage billing support, invoicing coordination, and payment tracking (in coordination with accounting) Maintain office systems, including case management software and document organization Coordinate onboarding and training for new staff Ensure compliance with confidentiality requirements and firm policies Order office supplies and manage vendor relationships Assist attorneys with administrative and operational support as needed Qualifications Prior experience as an office manager, operations manager, or senior administrative role Law firm or professional services experience preferred Strong organizational and leadership skills Excellent communication and interpersonal abilities Ability to manage multiple priorities and deadlines High level of discretion and professionalism Proficiency with office software, scheduling tools, and case management systems Preferred Skills Experience with law firm billing and client trust accounting procedures Familiarity with legal intake, calendaring, and document management Ability to improve processes and implement efficient office systems

I run a virtual, cloud-based CPA firm serving healthcare practices, and I'm building the operational backbone that lets me focus on advisory work instead of admin. I need a sharp, discreet operator who owns the back office so nothing slips through the cracks. This is not a "do a few tasks when I send them" role. I'm looking for someone who builds systems, anticipates what's coming, and runs the day-to-day so I can stay in my zone of genius with clients and grow the firm. About the firm: We're a modern, fully virtual accounting and tax practice specializing in healthcare-sector clients (dental, chiropractic, functional medicine, medical, and medispa). The work is high-trust and high-touch — client financial data is the most sensitive material we handle, and protecting it is non-negotiable. What success looks like in 90 days: My calendar runs itself, client onboarding is a repeatable system instead of a scramble, my CRM is clean and current, my inbox is triaged and largely handled, and our social presence is posting consistently without me touching it. I should be able to hand you a process once and trust it's owned. What you'll own: Administrative operations across the firm — keeping the back office organized and running Client onboarding — building and managing a smooth, repeatable intake process Calendar management — owning my schedule, scheduling, and protecting my focus time CRM management — keeping records, pipelines, and follow-ups accurate and current Inbox management — triaging email, drafting and sending responses in my voice, escalating what needs me Client digital data — organizing, securing, and maintaining client documents so nothing is lost or forgotten Social media management — scheduling, posting, and maintaining a consistent presence across platforms What I'm looking for (required): Proven experience as an operations manager or executive assistant — ideally in professional services, accounting, or another data-sensitive field Demonstrated discretion handling confidential or financial information; comfortable signing an NDA Hands-on fluency with CRM, scheduling, and email/admin platforms — and the ability to build workflows, not just click buttons A systems-builder mindset: you create process and catch the gaps before they become problems Strong written communication and the judgment to know what to handle vs. what to escalate Preferred (nice to have): Experience supporting a CPA, accounting, or tax practice Familiarity with social media scheduling tools and basic content posting Experience in healthcare-adjacent client environments Comfort with automation tools and a willingness to make things more efficient over time using technology How to apply: Answer the screening questions below — they matter more than a generic cover letter. Tell me specifically how you've done this work before. Applications that ignore the questions won't be reviewed.

Role Overview You are the Executive AI Enablement Lead at AIVC, the person whose job is to make the executives at AIVC’s client businesses true power users of Claude, Cowork, and code- and agent-driven workflows. AIVC partners with operator businesses to drive AI-led EBITDA growth, and part of that work is bringing each company’s most senior leaders up the AI curve. You’re the person who personally designs and runs that path on every engagement: assessing where a given client executive is today; curating the right materials, videos, and course content; running 1:1 coaching; building executive playbooks; and acting as their daily operator-in-the-loop until the new workflows stick. The first concrete instance is already lined up, a named client managing partner has explicitly asked for the fastest path to becoming a power user of Claude, Cowork, and Claude Code / Skills. From there you scale: same treatment to additional client executives across the portfolio, then a documented set of executive-grade playbooks and patterns that compound across every future engagement. You are bias-toward-results – a win is the client executive’s calendar-week looking different, not a beautifully written rubric nobody uses. What You’ll Own (Outcomes) • Within 30 days of pairing with the first client managing partner, they have a working daily routine in Claude, Cowork, and Code/Skills that’s already replacing or improving how they handle at least three recurring tasks • Within the first quarter of the engagement, the client executive is a true power user — running multi-step workflows, custom Skills/Projects, and agent-assisted tasks without needing coaching scaffolding for the basics • A documented set of executive playbooks (research, writing, analysis, synthesis, workflow automation, agent-assisted tasks) that compound across every client engagement, not one-offs • A curated, current library of learning materials, videos, example workflows, and Claude-native patterns — including a clear point of view on which external courses, tutors, or expert resources are worth plugging in • Observable change in how client executive cohorts use AI: from reactive chat to repeatable, structured, outcome-oriented workflows • A foundation of training assets and patterns that scales beyond executive coaching into broader client teams in year two • A reputation among AIVC’s clients as the trusted go-to for “how do I do this better in Claude” — measured by inbound demand and engagement expansion What You’ll Do (Responsibilities) • In the first weeks: build the first client managing partner’s tailored upskilling plan — assess current usage, identify the highest-leverage workflows for their day-to-day, curate the right mix of materials / videos / course content, and recommend any tutor or expert-guided support to fold in • Provide 1:1 coaching for client executives — managing partners, founders, C-suite leaders — on Claude, Cowork, and code- and agent-based workflows • Design tailored training plans per executive that go beyond basic onboarding into advanced usage, with explicit progression from chat → workflows → agents • Curate the best external materials (videos, courses, blog posts, example projects) and rewrap them into client-ready, AIVC-flavored learning paths • Teach practical, high-leverage use cases live: research, writing, analysis, synthesis, workflow automation, and agent-assisted tasks • Help client executives move from general chat usage into repeatable workflows — Claude Projects, Skills, scheduled Cowork tasks, MCP integrations, custom agents • Serve as a real-time tutor and expert resource for client executives — over Slack, in meetings, on-site, and in async written feedback • Run office hours, workshops, and informal Q&A sessions inside client teams to keep adoption sticky between coaching sessions What We’re Looking For (Required) • Deep hands-on expertise with Claude across every surface (Claude.ai, Claude Projects, Claude Code, Claude Skills, Claude API) — and an active habit of pushing the edges of each • Strong working fluency with Claude Cowork specifically, including scheduled tasks, connected apps / MCPs, and the broader workflow surface • Strong capability with code-enabled AI workflows: you can write Python and/or TypeScript, build agents, configure MCP integrations, and ship a working internal automation end-to-end without needing an engineer • Demonstrated ability to teach non-technical but highly demanding users — you’ve made executives, founders, or senior operators meaningfully better at something complicated, not just trained engineers • Strong workflow design instinct — you can translate messy business questions into clean prompts, workflows, and systems • Polished, discreet, and effective in high-touch client executive settings — high EQ, low ego, comfortable representing AIVC inside senior client environments and around senior decision-makers • Strong bias toward practical results over theoretical AI knowledge — the metric is the client executive’s behavior change, not the elegance of the explanation • Excellent written and verbal communication; you can write a playbook a client executive will actually read and use • Comfort with significant travel to client sites and embedded, on-site engagement work • 5+ years of professional experience across some mix of: applied AI / ML, technical training and enablement, developer relations, solutions engineering, executive coaching, management consulting, or chief of staff / senior operator roles to executives Helpful If You Have (Preferred) • Prior experience coaching or supporting C-level executives, founders, or managing partners as a client-facing professional — executive coach, principal solutions engineer to executive customers, chief of staff to a CXO, or partner-level consultant • Background that combines technical depth with people skills — developer relations, solutions engineering, technical training, or learning & development at a frontier AI or developer-tools company • Direct experience building executive-facing training programs or curricula that demonstrably moved adoption inside other organizations • Hands-on familiarity with the Anthropic product surface specifically: Claude Projects, Claude Skills, Claude Code, MCP server development, Claude API • Track record of getting non-technical users to genuinely adopt a technical tool — i.e., users who chose to keep using it after the training ended • Background in management consulting, professional services, executive coaching, or learning & development — especially in environments where the customer was a senior external client • An active personal portfolio of AI work (workflows, automations, blog posts, talks, open-source contributions) you can point to • Comfort building light tooling (a Notion playbook system, a Claude Skills catalog, a small dashboard) without needing engineering support • Familiarity with AIVC’s model — operator business engagements, EBITDA-led measurement, and the broader compounding intelligence layer — or eagerness to come up the curve quickly