Dynamic Director of Operations at Taxrise Inc. with a proven ability to enhance operational efficiency and drive strategic planning. Expert in optimizing workflows and leading high-performing teams, ensuring compliance and exceptional service delivery. Passionate about achieving results and fostering collaboration to resolve complex tax challenges effectively.
A strategic and results-driven Director of Operations with deep expertise in managing the day-to-day functions of a fast-paced tax resolution firm. Responsible for overseeing all operational departments, including client intake, case management, tax preparers, enrolled agents, and customer service teams. This role ensures efficiency, regulatory compliance, and exceptional service delivery across all stages of the tax relief process—from initial client consultation to case resolution.
Key responsibilities include developing operational strategies, optimizing workflows, managing KPIs, supporting talent development, and leading cross-functional initiatives to improve customer satisfaction and case outcomes. Strong focus on scaling operations, maintaining compliance with IRS and state regulations, and driving profitability through process improvement and team performance.
As a Resolution Specialist at Optima Tax Relief I supported clients with professional integrity, ensuring they’re well-informed and supported while navigating complex IRS resolution strategies. Managed strong communication, organizational efficiency, collaborative teamwork, and a genuine commitment to helping clients regain financial peace.