Tax Alchemy is a boutique tax strategy firm that caters to high-net-worth individuals & families.
System Administrator
Location
California
Posted
1 day ago
Salary
$85K - $110K / year
Seniority
Senior
Job Description
System Administrator
Tax Alchemy
• Project Management • Run cross-company initiatives end-to-end: scoping, timelines, stakeholders, delivery • Translate leadership's strategic priorities into executable project plans with clear owners and deadlines • Keep multiple workstreams moving in parallel without dropping balls • Surface blockers early and drive resolution • Systems Ownership (Notion, GHL, Canopy, etc.) • Architect and maintain our Notion workspace: databases, dashboards, SOPs, project trackers • Build and optimize GoHighLevel workflows, pipelines, automations, and integrations • Evaluate and onboard new platforms as the business needs them (Make, Zapier, Airtable, internal tools) • Document everything so the team can actually use what you build • AI Integration • Identify workflows ripe for AI automation across client work, internal ops, and CS • Build and prompt-engineer AI agents, GPTs, and Claude projects for repeatable tasks • Stay current on LLM tooling (Claude, ChatGPT, Gemini, n8n, Zapier AI) and bring back what is useful • Treat AI as a force multiplier baked into every system you design, not a separate initiative • Data & Reporting • Build and maintain dashboards that give leadership clear visibility into each operating company’s performance (Tax Alchemy, DMG, etc.) • Define the KPIs that matter for each business unit and the cadence they’re reported on (weekly scorecards, monthly business reviews, quarterly leadership decks) • Pull, clean, and reconcile data across platforms (Notion, GHL, QuickBooks, spreadsheets, internal tools) into a single source of truth • Use the right tool for the job — Google Sheets and Excel for fast iteration, BI tools (Looker Studio, Metabase, or similar) for durable reporting • Turn data into decisions: flag trends, surface anomalies, and bring recommendations — not just dashboards
Job Requirements
- 3-5 years managing systems at a small-to-mid sized company (professional services, agency, or SaaS)
- High degree of fluency in Notion and GoHighLevel
- Expertise using, prompting, and building workflows with AI LLMs like ChatGPT and Claude
- Comfortable building dashboards, analyzing spreadsheets, understanding data
- Background in tax, accounting, or financial services operations preferred
- Experience with intercompany or shared services structures would be ideal
Benefits
- Work from home
- Medical, dental, vision, life and voluntary life insurance
- 401(k) with company match
- Paid vacation and sick days
- Paid holidays
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