Regional Director (East), Tax and Accounting Services

This is a role for New York or Boston; remote considered near a major flight hub. Compensation Transparency Salary Range: $220,000 - $275,000 At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role‑specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level. About Earned Earned Wealth is building the first fully integrated financial platform designed exclusively for healthcare professionals . Doctors face a uniquely complex financial life — high income, significant debt, late career starts, and little time to manage it all. Earned’s answer is a single, trusted partner that delivers tax, accounting, wealth management, insurance, and legal services across a healthcare professional’s entire financial lifecycle — from residency through retirement. We currently manage $3.4B+ in client assets , serve 20,000+ clients nationwide , and are backed by $200M of committed capital from Summit Partners and Silversmith Capital Partners . We are scaling rapidly — growing through organic expansion across multiple service lines and a continuous cadence of acquisitions — and building the platform with modern technology and AI. Our mission: enable the financial well‑being of healthcare professionals, their families, and their practices. Everything we build, hire for, and prioritize runs through that lens. Job Summary The Regional Director, Tax & Accounting Services is accountable for the delivery of Tax & Accounting services in a defined U.S. region and accountable for P&L performance, organic growth, client retention, operational scale, integration of acquired firms, and the leadership bench that supports it all. This is a regional business leadership role, not a senior technical seat. The seat is built for a period of significant scale, integration, and operational maturation. You will inherit teams, processes, and client relationships from both legacy and acquired businesses and unify them into a high‑performing regional operation aligned to Earned’s national vision. The work is part operator, part integrator, part talent builder, and part commercial leader, moving the region from a collection of firms into a single, scalable business. Success requires far more than technical tax and accounting expertise. This leader must lead through ambiguity, drive change across a matrixed organization, elevate team performance, and build alignment during rapid growth. Strategic thinking has to coexist with operational rigor, and the executive presence must carry credibility with clients, acquired partners, senior leadership, and cross‑functional commercial teams. Reporting to the Chief Operating Officer, this leader partners closely with Wealth Management, Financial Planning, Client Services, Product, and Transformation and is one of the senior voices shaping how Earned’s Tax & Accounting business is built for the next decade. Key Responsibilities Lead Regional Business Own regional business performance for Tax & Accounting: revenue growth, profitability, client retention, operational efficiency, and team performance. Develop and execute a regional business strategy aligned with Earned’s national expansion objectives. Operate with an enterprise mindset: balancing regional execution against firm‑wide strategic priorities. Serve as a senior escalation point and executive relationship owner for key regional clients and strategic partnerships. Build strong alignment and trust with Wealth Management leadership, advisors, and acquired‑firm principals to drive collaboration and growth. Drive Operational Transformation and Integration Lead operational integration of acquired firms including workflows, service delivery standards, organizational alignment, and cultural assimilation. Assess inherited operational structures and implement scalable improvements that enhance efficiency, consistency, and client outcomes. Establish and drive regional KPIs across productivity, turnaround times, utilization, quality, retention, and profitability. Build repeatable operational processes that enable sustainable scale and reduce key‑person dependency. Partner with Product and Transformation teams to implement technology‑enabled operational improvements and standardized service delivery models. Drive disciplined execution across engagement management, pricing governance, capacity planning, workflow management, and client escalation. Build and Develop the Leadership Team Lead, coach, and develop a high‑performing regional leadership team across tax, accounting, bookkeeping, and operations. Assess organizational capability and make difficult talent decisions when necessary to improve performance and scalability. Build a culture of accountability, operational excellence, responsiveness, and continuous improvement. Identify and develop future leaders capable of supporting Earned’s long‑term growth strategy. Attract, recruit, and retain high‑performing talent in a competitive professional services environment. Lead teams effectively through ambiguity, organizational change, and integration activity. Deepen Client and Cross‑Functional Partnerships Build confidence and trust with acquired partners, advisors, and clients during periods of operational transition. Partner closely with Wealth Management, Financial Planning, Client Services, and advisory teams to deliver an integrated client experience. Ensure tax and accounting services support broader client retention and growth objectives across Earned’s platform. Partner with commercial and advisory teams to expand wallet share, improve referral conversion, and deepen client relationships. Reinforce a client‑first culture focused on responsiveness, proactive communication, quality, and long‑term relationship development. Provide Technical and Risk Oversight Provide executive oversight and strategic guidance across tax planning, entity structuring, compliance, and risk management. Ensure the region maintains high standards of technical accuracy, regulatory compliance, fiduciary responsibility, and ethical conduct. Maintain appropriate quality control and escalation frameworks while empowering technical leaders and teams to execute day‑to‑day delivery. Serve as a strategic leader of the business rather than the primary technical practitioner. How This Role Will Be Measured Performance will be evaluated across: Regional financial performance — revenue growth, margin, and profitability. Client retention and organic growth — retention rates, expansion within existing relationships, and new‑client production. Operational performance — turnaround time, capacity utilization, quality, and cost‑to‑serve, pricing. Integration delivery — acquired firms migrated onto Earned’s operating standards; synergy realization vs. underwriting; time from close to full operating alignment. Multi‑service penetration — cross‑serve outcomes with Wealth Management and adjacent service lines. Talent and bench strength — leadership pipeline, retention of key talent, and active performance management discipline. What Success Looks Like First 90 Days Build trust and establish credibility with regional leaders, acquired‑firm stakeholders, Wealth partners, and operational teams. Complete a candid assessment of regional operational performance, client experience, talent capability, workflow consistency, capacity, and organizational structure. Identify the critical operational, service delivery, and integration risks. Evaluate current team performance and leadership bench strength. Establish a regional operating cadence, KPI visibility, and accountability mechanisms. Develop a prioritized regional improvement and integration roadmap. First 180 Days Measurable operational improvements across service delivery, turnaround times, client satisfaction, and team productivity. Scalable operating standards and workflow discipline implemented across acquired and legacy teams. Improved retention and engagement among key clients and strategic referral partners. Strengthened partnership and trust with Wealth Management and regional commercial leadership. Organizational structures upgraded or realigned where necessary to support scale and accountability. Meaningful progress against regional growth, retention, and margin targets. Long‑Term Success A high‑performing, scalable regional business aligned to Earned’s national operating model. Successful integration of acquired firms while maintaining client continuity and cultural stability. A durable leadership bench and performance‑driven culture. Sustained revenue growth, operational efficiency, and client retention outcomes. Earned established as the premier tax and accounting partner for physicians in the region. Key Requirements CPA required; advanced degree (Master of Taxation, JD, MBA) preferred. 12+ years of progressive leadership experience within tax, accounting, wealth management, or professional services organizations. Demonstrated ownership of a regional business, practice, or operating unit with accountability for revenue growth, profitability, and organizational performance. Proven ability to lead organizations through scale, operational transformation, or post‑acquisition integration. Strong track record of building trust and alignment across matrixed organizations and diverse stakeholder groups. Experience assessing inherited teams, improving performance, and building scalable leadership structures. Commercial orientation with demonstrated success driving growth, retention, and expansion within client‑centric businesses. Strong executive presence with the ability to influence senior stakeholders, acquired‑firm leaders, and cross‑functional teams. High integrity and unwavering commitment to fiduciary standards, ethics, and compliance. Preferred Requirements Experience serving physicians, dentists, medical practice groups, or high‑net‑worth clients. Experience within a PE‑backed, rapidly scaling, or acquisitive environment. Familiarity with physician practice structures, pass‑through entities, and multi‑entity financial environments. Experience leading distributed or multi‑office professional services organizations. Exposure to technology‑enabled service delivery and operational modernization initiatives. Builds order and accountability in complex, multi‑disciplinary environments. Moves quickly from diagnosis to implementation. Raises standards without creating unnecessary friction. Leads experienced experts with inspiration, firmness and respect. Balances client quality, professional credibility, and commercial discipline. Treats client trust and acquired‑firm relationships as core assets – and the day‑to‑day work of the role. Benefits Competitive base salary, annual performance bonus. Employer‑sponsored health insurance (medical, dental, vision). 401(k) + 5% match. Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful. #J-18808-Ljbffr