Tax Director

Job Description

About the Company

Anderson Advisors is a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.

As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success.

Position Summary

The Director of Tax Services is a key senior leader responsible for the strategic direction, operational performance, client experience, profitability, and talent development of Anderson Advisors' Tax and Bookkeeping divisions. This leader will oversee a team of managers and professionals responsible for delivering exceptional tax compliance, advisory, and bookkeeping services to thousands of clients nationwide.

The ideal candidate combines deep technical expertise with strong business acumen, operational leadership, and a passion for building high-performing teams. This executive will drive service excellence, enhance operational efficiency, champion continuous improvement initiatives, and partner closely with executive leadership to support the company's growth objectives. The Director will serve as a trusted advisor to both clients and internal stakeholders while cultivating a culture of accountability, innovation, collaboration, and exceptional client service.

Key Responsibilities

Strategic Leadership & Business Growth

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• Develop and execute strategic plans for the Tax and Bookkeeping divisions that align with organizational goals and growth initiatives.
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• Partner with executive leadership to identify opportunities for operational expansion, service enhancement, and revenue growth.
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• Drive organizational scalability through process optimization, workforce planning, and technology adoption.
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• Establish departmental objectives, KPIs, and performance standards to measure success and accountability.
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• Serve as a key contributor to leadership discussions regarding organizational priorities, resource allocation, and long-term business strategy.
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Operational Excellence

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• Lead day-to-day operations across Tax and Bookkeeping functions to ensure service delivery, quality, efficiency, and client satisfaction.
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• Develop, implement, and continuously improve operational processes, workflows, and best practices.
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• Leverage technology and automation to improve productivity, reduce risk, and enhance client experiences.
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• Monitor operational performance, identify bottlenecks, and implement sustainable solutions.
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• Ensure consistent execution of service standards across all teams.
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Client Experience & Relationship Management

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• Foster and maintain strong relationships with key clients and strategic accounts.
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• Serve as an executive escalation point for complex client matters and high-impact service issues.
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• Champion a client-centric culture focused on responsiveness, trust, quality, and long-term partnership.
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• Collaborate with business development and client success teams to identify opportunities for expanded services and increased client retention.
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• Ensure exceptional client satisfaction and customer experience outcomes.
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Team Leadership & Talent Development

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• Lead, mentor, and develop managers and senior leaders across both service lines.
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• Build a culture of accountability, engagement, continuous learning, and professional excellence.
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• Support succession planning and leadership development initiatives.
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• Establish clear performance expectations and provide coaching, feedback, and development opportunities.
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• Partner with Human Resources and executive leadership to attract, retain, and develop top talent.
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Financial & Commercial Management

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• Own departmental budgets, forecasting, financial planning, and profitability performance.
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• Monitor operational metrics and financial results to ensure achievement of revenue and margin objectives.
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• Identify opportunities to improve resource utilization and operational efficiency.
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• Support pricing discussions, service packaging, and commercial decision-making related to Tax and Bookkeeping offerings.
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• Drive cost-effective operations while maintaining exceptional quality standards.
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Compliance, Risk Management & Quality Assurance

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• Ensure adherence to all applicable tax regulations, accounting standards, industry requirements, and organizational policies.
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• Maintain strong quality control processes to minimize risk and uphold service excellence.
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• Identify operational, regulatory, and client-related risks and implement appropriate mitigation strategies.
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• Promote ethical business practices and maintain the highest professional standards.
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Continuous Improvement & Innovation

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• Lead transformational initiatives that improve scalability, efficiency, and service delivery.
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• Evaluate emerging technologies, tools, and industry best practices.
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• Champion a culture of innovation and continuous improvement.
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• Drive data-informed decision-making through reporting, analytics, and performance metrics.
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Cross-Functional Collaboration

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• Collaborate with leaders across Operations, Sales, Client Success, Legal, Technology, Finance, and Human Resources.
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• Effectively communicate priorities, initiatives, risks, and departmental performance to executive leadership.
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• Influence organizational decisions and drive alignment across multiple business functions.
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• Lead complex discussions and facilitate resolutions across teams and stakeholders.
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Additional Responsibilities

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• Perform other duties and strategic initiatives as assigned by the Executive Leadership Team.
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• Support organizational growth, acquisitions, integration efforts, and other enterprise-wide priorities as needed.
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Required Qualifications

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• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
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• CPA or EA designation required.
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• Minimum of 10 years of progressive leadership experience within tax, accounting, bookkeeping, or professional services organizations.
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• Minimum of 5 years leading managers and multiple functional teams.
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• Demonstrated success managing large-scale client service operations.
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• Strong knowledge of tax compliance, accounting principles, and advisory service delivery models.
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• Proven experience driving operational improvements, process redesign, and organizational growth.
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• Strong analytical, strategic planning, and problem-solving skills.
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• Exceptional communication, relationship-building, and executive presence.
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• Experience managing departmental budgets, forecasting, and financial performance.
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• Proficiency with CCH, QuickBooks, and other relevant tax and accounting technologies.
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Preferred Qualifications

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• Master's degree in Accounting, Finance, Business Administration, or related discipline.
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• Experience leading teams within a fast-growing professional services, accounting, tax, wealth advisory, or consulting environment.
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• Experience managing distributed or multi-location teams.
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• Additional certifications related to advanced tax strategy, financial leadership, operational excellence, or business management.
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Success Measures

Success in this role will be measured through:

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• Achievement of departmental financial and profitability goals.
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• Client satisfaction, retention, and referral metrics.
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• Tax and bookkeeping delivery quality and accuracy.
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• Operational efficiency, productivity, and turnaround times.
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• Team engagement, retention, and leadership development outcomes.
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• Scalability and continuous improvement initiatives successfully implemented.
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• Compliance, risk management, and quality assurance standards maintained.
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• Contribution to broader organizational growth and strategic objectives.
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