Job Description

Job Opportunity: Workflow & Automation Architect (Remote - South Africa Welcome)

Division:

CPA Firm & Recruitment Agency

Type:

Full-Time or Part-Time (25+ hours/week)

Start Date:

July 2025 (Flexible)

About Us

We're two fast-growing, values-driven organizations working hand-in-hand:

A U.S.-based, spiritually grounded CPA firm

expanding through acquisitions

A recruitment company

placing top talent from

South Africa and the U.S.

into CPA firms
We're passionate about smart systems, global collaboration, and empowering professionals to thrive.

The Role: Workflow & Automation Architect

We're looking for a strategic, tech-savvy problem solver to design and implement smooth, smart workflows across our teams. You'll work remotely with both U.S. and South African colleagues--helping us streamline operations across accounting, recruitment, HR, and marketing.

You'll act as the

glue

between systems and people, turning complexity into clarity and chaos into clean, automated flows.

What You'll Do

1.

Automate CPA Firm Operations

Automate client onboarding, staff setup, and accounting workflows Build monthly bookkeeping/tax task flows Integrate AI data feeds (e.g., TourNet AI ? Azure Cognitive Services) Streamline invoicing and alerts for overruns
2.

Optimize Recruitment Systems

Score and track leads automatically Auto-tag candidates and firms (recruitable vs. acquirable) Manage outreach and follow-ups Automate status updates across hiring stages
3.

Boost Marketing Automation

Support drip campaigns, newsletters, and acquisition outreach Build dashboards (open rates, click-throughs, response tracking) Set up smart lead tagging from LinkedIn, web forms, etc.
4.

Streamline Internal Collaboration & HR

Create hiring dashboards and progress tracking Automate task assignments (social media, cold outreach) Connect tools like Calendly, Slack, and Notion in real time
5.

Monitor & Improve Systems

Review automation logs and fix issues (Zapier, Make, n8n) Set up error alerts and fallbacks Suggest ongoing system improvements
Tech You'll Use

Automation

: Zapier (Pro), Make, n8n

Ops Tools

: Notion, Airtable, Karbon, QuickBooks Online

AI & Data

: Azure Cognitive Services, TourNet AI

Collab

: Slack, Calendly, Mailchimp, HubSpot
You're a Great Fit If You Have:

2-3+ years in automation, systems design, or workflow architecture Strong experience with CRMs, email automation, and productivity tools Clear communication skills (especially with non-technical teammates) A proactive, detail-driven mindset
Bonus Points If You Have:

Experience with

South African/U.S. outsourcing or staffing workflows

Knowledge of accounting/tax software integrations Built workflows in the recruitment lifecycle (e.g., Calendly ? resume scoring) Experience turning internal systems into client-facing tools
Why Work With Us?

100%

remote-friendly

--work from anywhere in South Africa Collaborate with a purpose-driven, international team Learn directly from U.S. CPA and tech leaders Make a big impact across two growing businesses Flexible hours and career growth opportunities
How to Apply

Email your CV and

1-2 examples of automations you've built

--screenshots or Loom videos are great.

Job Type: Full-time

Work Location: Remote