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Director or VP of Tax Services

$250k - $350k

Orion Placement

Job Description

Pay: $250,000.00 - $350,000.00 per year

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Why This Is a Great Opportunity

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  • Build and lead a high-impact tax services practice with meaningful ownership over strategy, growth, client delivery, team development, and operations.
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  • Shape the service model, processes, technology, and standards of a growing practice rather than stepping into a rigid legacy structure.
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  • Serve as a trusted strategic advisor to entrepreneurs and small to mid-market business owners navigating complex tax planning and growth decisions.
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  • Lead sophisticated work across entity structuring, pass-through taxation, business and individual tax planning, transactions, acquisitions, and other major business events.
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  • Recruit, develop, and inspire a high-performing tax team while creating the infrastructure needed to scale the practice.
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  • Partner directly with executive leadership and have a visible voice in the continued growth and direction of the business.
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  • Enjoy comprehensive benefits, retirement support, professional development resources, and additional incentive potential.
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Location: Scottsdale, AZ. Fully onsite in a collaborative, high-energy environment where this leader will work closely with the executive team and the professionals they are building and developing.

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Note: This is a tax practice leadership role requiring 6+ years of progressive tax experience in public accounting or tax advisory and 2+ years of supervisory or people-management experience. Candidates must also have hands-on experience building and scaling a tax practice or service line.

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About Us

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We partner with ambitious business owners who are building and growing successful companies and need sophisticated financial and strategic support along the way. Our team combines advisory expertise, practical execution, and an entrepreneurial mindset to help clients make better decisions and create long-term value. We are expanding our tax services capabilities and are looking for an accomplished leader who wants the opportunity to build, lead, and scale an important practice area. Confidential Employer.

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Job Description

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  • Set the vision and lead the continued buildout and growth of our tax services practice.
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  • Define service offerings, delivery standards, pricing approaches, workflows, staffing needs, and long-term practice priorities.
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  • Develop and execute a multi-year growth roadmap encompassing client growth, revenue objectives, team expansion, and additional service opportunities.
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  • Lead high-level tax strategy and planning engagements for entrepreneurs, small businesses, and mid-market organizations.
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  • Oversee business and individual tax compliance, estimates, filings, planning, and advisory work while maintaining exceptional technical and quality standards.
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  • Advise clients on entity structuring, pass-through taxation, transactions, acquisitions, partnerships, and other significant business events.
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  • Build trusted executive-level relationships with clients and become a key strategic advisor in their financial decision-making.
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  • Recruit, lead, mentor, and retain tax managers, CPAs, advisors, and support professionals as the practice grows.
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  • Establish clear performance expectations, technical standards, training programs, review processes, and career development pathways.
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  • Identify opportunities to expand client relationships and introduce additional tax advisory services that deliver measurable value.
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  • Implement scalable technology, systems, workflows, and AI-enabled tools that improve research, efficiency, compliance, and client service.
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  • Maintain strong regulatory, professional, ethical, and quality-control standards across the tax practice.
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  • Stay ahead of tax law, IRS guidance, and industry developments and translate changes into practical strategies for clients and the team.
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  • Partner with executive leadership and other internal teams to deliver integrated solutions and support the broader growth of the organization.
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Qualifications

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  • 6+ years of progressive tax experience in public accounting or tax advisory.
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  • 2+ years of supervisory or people-management experience.
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  • Demonstrated experience building and scaling a tax practice or service line.
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  • Strong expertise in business and individual tax compliance, tax planning, and tax advisory.
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  • Knowledge of entity structuring, pass-through taxation, and transactional tax matters.
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  • Experience serving small business and mid-market clients, ideally organizations with approximately $1M to $100M in revenue.
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  • Ability to lead high-performing teams while maintaining strong standards for client service, quality, and accountability.
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  • Strong executive-level communication skills with the ability to translate complex tax concepts into clear, actionable guidance for business owners.
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  • Comfortable operating in a fast-paced, entrepreneurial, growth-oriented environment.
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  • Advanced tax education such as an MST, JD, or LLM is strongly preferred.
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Why You Will Love Working Here

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This is an opportunity to build something with lasting impact. You will have significant ownership over how the tax practice operates, grows, serves clients, and develops its people while working closely with senior leadership. Our environment rewards initiative, accountability, innovation, and strong client outcomes, and we invest in our people through professional development, mentorship, education resources, comprehensive benefits, and opportunities to grow alongside the business.

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JPC-2043

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Benefits:

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  • Health insurance
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  • Paid time off
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  • Retirement plan
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  • Vision insurance
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Vacancy posted 3 days ago
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