Senior Director, Client Tax Services

• Own and review tax compliance and advisory work for SMB and mid-market clients

• Lead practical tax strategy conversations around entity structuring, pass-through taxation, liability reduction, and transactions

• Serve as the go-to advisor clients trust and call first

• Spot and deliver planning opportunities that create real, measurable value

• Design pricing, service offerings, engagement processes, and workflows from scratch

• Choose and implement the tax software and supporting tools (you own the decision; budget is available)

• Run day-to-day execution — deadlines, quality, capacity, and continuous improvement

• Document what works so the practice can grow without chaos

• Hire, coach, and develop a small team of tax professionals

• Stay close to the work while elevating others

• Set clear standards and hold the team (and yourself) to them

• Convert event and ecosystem leads into clients

• Identify expansion opportunities inside existing relationships

• Partner with leadership on practice strategy and momentum

• Comfortable using modern tools (including AI such as Claude) to move faster and smarter

• Operate inside the existing stack (Asana, Slack, Google Workspace) while building the tax layer

• 5+ years progressive tax experience (public accounting or tax advisory firm strongly preferred)

• At least 2 years supervising and developing people

• Deep technical strength in business and individual compliance, entity structuring, pass-through taxation, and transactional advisory for $1M–$100M businesses

• Proven ability to own a client portfolio and grow a practice or book of business

• Strong orientation to SMB and mid-market founder-led companies

• High personal drive, intellectual curiosity, and the willingness to roll up sleeves and build

• Fully onsite in Scottsdale, AZ (relocation support possible for the right person)

• CPA license

• Experience building or meaningfully scaling a tax practice or agency

• Bookkeeping experience (could expand the scope of this role)

• Comfort selecting and implementing tax technology

You get real ownership to build a high-impact tax practice inside an ecosystem that already generates consistent demand. The combination of autonomy, strong leadership support, clear targets, and a path to VP is rare.

If you are sharp, grounded, and driven to build something meaningful while staying close to the work and the client, this is the seat.