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Chief Operating Officer and EOS Integrator

Travis Watkins Tax
Oklahoma, OK Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/11/2025

Travis Watkins Tax is looking for a Chief Operating Officer and EOS Integrator who is :

  • Very strategic, forward-thinking and take-charge leader who likes to win
  • Factual and to-the-point communicator
  • Quick to act once they've thoroughly thought through the problem at hand
  • Detailed and meticulous when it comes to maximizing and leveraging opportunities

If this sounds like you, please take a few minutes without distractions to complete this work traits survey. Please copy and paste the following link into your browser :

About Us : Travis Watkins Tax is a faith-based, innovative, full-service tax firm headquartered in Oklahoma City, OK. We work with a growing team of professionals to provide on-going tax support for small businesses, including bookkeeping / accounting services, tax preparation, tax resolution and customer alerts for audits and overall IRS health. We have recently developed a patent-pending, direct-to-business and consumer IRS monitoring SAAS and professional network called Tax Guardian Software Solutions.

Our Core Values :

  • Radical Generosity - You experience the transformation of joy, peace and fulfillment that come from giving.
  • Integrity - You have unwavering commitment to doing what is right, even when it's challenging. You set the standard of trust and reliability that inspires confidence in both colleagues and clients alike.
  • Grow or Go - You are hungry to develop your skills, the business, and our teams.
  • Humble - My ego is in check; I focus more on our clients and teammates than myself.
  • Tenacious Servants - You are a devoted and resilient servant, guided by a deep sense of purpose, persistently overcoming challenges with unwavering faith and dedication.

    • Job Overview : As the Chief Operating Officer (COO) and EOS Integrator, you will be responsible for executing the business plans with excellence, achieving or exceeding planned P&L objectives. This role sets expectations, monitors and coaches, holding the executive leadership team accountable for achieving agreed upon commitments. Seeing the solutions that transforms the business and lives, effectively confronting the obstacles and capitalizing on the opportunities. Often, this requires solving for the root issues that create avoidance, conflict and addressing missed metrics, and solving problems in a healthy manner. You will ensure the leadership team is healthy, functional, and cohesive and ensure that critical processes are documented, followed, and help coach the team to win. By consistently making the most key resources of people, platforms, and capital you will ensure the company is executing with excellence, aligned with guiding principles, and focused by using the strategic decision filter, while always striving for simplicity that brings clarity. The COO / EOS Integrator effectively communicates and collaborates with others so our key messages are professionally cascaded across the organization.

    Role and Responsibilities : As COO / EOS Integrator, your responsibilities include, but are not limited to :

  • Being a culture carrier by enabling / supporting employee engagement and retention
  • Support the long-term grown of Travis Watkins Tax and have far-reaching responsibility within the organization
  • Oversee the daily operations and adjusts as necessary, ensuring the organization is consistently "rowing" together in the same direction
  • Executes the business plan, achieving or exceeding established P&L objectives
  • Always collaborate and stay on the same page with the Visionary
  • Filters and translates the Visionary's ideas into functional plans for the company
  • Effectively resolve issues - comfortable with conflict, addressing issues, and solving problems in a practical and healthy manner
  • Lead, manage and hold direct reports accountable for achieving agreed-upon commitments
  • Consistently demonstrates a passion for values alignment, focus, simplicity, and clarity across the organization

    • Must Haves for this Role :

  • Proven results as a Chief Operating Officer, or a similarly relevant role reporting to the Visionary
  • Experience building high performing teams, including the ability to recognize and cultivate rising talent required
  • Adept at transitioning seamlessly from a strategic level vision to day-to-day tactical operations required
  • Experience with Agent Marketing Organizations (MLM's)
  • Working knowledge of data analysis and performance / operation metrics required
  • A demonstrated execution mindset and a record of success holding people accountable
  • Understanding of and ability to create a healthy organization culture required
  • Excellent interpersonal communication skills required
  • Bachelor's degree strongly preferred
  • Advanced degree, MBA or similar, preferred

    • Location : Oklahoma City, OK

    Salary & Benefits : Competitive compensation, and we offer the following benefits :

  • Matching 401k
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Time Off
  • Company Paid Holidays

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