Job Overview We are a growing tax and accounting firm seeking a TaxDome Strategist & Automation Expert to help optimize and automate our client workflows, pipelines, and internal operations using TaxDome. This role is ideal for someone who understands both TaxDome and the operational needs of a tax firm. The goal is to create efficient systems that allow our team to move clients smoothly through onboarding, tax preparation, bookkeeping, and tax resolution services. You will work directly with the owner to design and implement automation strategies that improve efficiency, client communication, and internal workflow management. This is a remote, part-time consulting role with the potential to grow into a long-term position. Primary Responsibilities TaxDome Strategy & System Design Evaluate our current TaxDome setup and identify workflow improvements Design scalable client pipelines for: Personal tax returns Business tax returns Bookkeeping services New business formation Tax resolution services (including Offers in Compromise) Build structured pipelines that track clients from intake to completion Automation Development Create automated workflows for: Client onboarding Document collection Task assignment Client reminders and follow-ups E-signature requests Implement automation that reduces manual administrative work Client Portal Optimization Configure client organizers and questionnaires Improve document request workflows Ensure clients can easily upload and sign documents Improve client communication processes Pipeline & Task Management Create standardized task templates for the team Design internal dashboards to track progress and deadlines Improve internal accountability through workflow visibility Integration & Automation Tools Implement integrations with tools such as: Zapier Google Workspace Calendars Email systems Help automate repetitive administrative tasks System Documentation Document the systems you create Build clear SOPs so our team can maintain and use the workflows Required Skills Strong experience using TaxDome Experience building automations and workflows Familiarity with tax or accounting firm operations Experience using Zapier or similar automation platforms Ability to design structured pipelines and task systems Strong organizational and systems thinking skills Preferred Experience Experience working with tax preparation firms Familiarity with QuickBooks Online Understanding of tax resolution workflows Experience with ProConnect Tax or TaxSlayer Experience building client onboarding systems Project Goals The primary goal of this role is to help us build a well-organized and automated operational system inside TaxDome so that: Clients move smoothly through workflows Documents and tasks are tracked properly The team always knows what needs to be done Administrative bottlenecks are eliminated Work Schedule Part-time, flexible hours Estimated 5–15 hours per week initially Compensation $20 – $45 per hour depending on experience. To Apply Please include the following in your proposal: Your experience working with TaxDome Examples of automation or workflow systems you have built Whether you have worked with tax or accounting firms before Tools you have used for automation (Zapier, Make, etc.) We are looking for someone who enjoys building efficient systems and can help our firm operate at a higher level through smart automation.