About this role
About the Client An established U.S.-based tax relief and audit representation firm supports business owners facing complex IRS issues. They also deliver a growing executive education and member community focused on audit defense excellence and peer learning. The culture values trust, accuracy, confidentiality, and clear communication while providing high-touch virtual and in-person experiences. Why does this role exist? This role exists to operationalize and flawlessly execute an already-defined annual program calendar across a multi-program education and community ecosystem. The Founder sets the strategy and priorities; your mission is to translate those plans into on-time delivery, airtight logistics, and smooth member experiences without anything falling through the cracks. It is an execution-first role—not strategy, program design, partnerships, or general EA work—and is critical to maintaining consistency, quality, and scale across programs and events. Program and Calendar Execution Own and manage the annual educational calendar once set by leadership Execute project plans, drive timelines, and keep cross-functional contributors on deadline Proactively identify and resolve scheduling conflicts, dependencies, and risks Faculty and Curriculum Logistics Coordinate faculty/experts scheduling, prep, materials, and communications Manage curriculum logistics and asset readiness (slides, handouts, pre-work, recordings) Serve as the central point of contact for recruited speakers and expert network logistics Event and Member Experience Produce virtual and in-person experiences end-to-end (run-of-show, tech checks, on-site flow) Manage event logistics and vendors (venues, A/V, platforms, catering, travel as needed) Run member onboarding, engagement, and renewal workflows using established playbooks Marketing and Reporting Coordinate with marketing on launches and enrollment campaigns per calendar Track and report program revenue, expenses, enrollment, attendance, engagement, and retention Maintain dashboards and post-event reporting; relay insights to inform iterative improvements Systems and Day-to-Day Operations Maintain and refine SOPs and repeatable operating systems Run the project-management system to ensure daily accountability and task clarity Flag risks, gaps, and issues to the Founder quickly with proposed next steps