Director of Tax
$95k - $150kOrion Placement
Job Description
Job Description
Pay: $95,000.00 - $150,000.00 per year
Why This Is a Great Opportunity
- Build a brand-new tax support offering from the ground up and become the go-to person for a fast-growing national platform
- Work directly with independent advisors and internal partners where your communication skills matter as much as your tax chops
- Get real ownership and visibility while still having a team around you (CFPs, marketing support, legal partners, ops)
- Grow your career in a role that can expand quickly as the service line scales nationwide
- Competitive comp with upside based on impact and growth
Location: Hybrid in Arden Hills, MN with 1 remote day per week (with potential flexibility for the right person)
Note: Must have 3+ years of hands-on individual and or business tax experience (public accounting or in-house). Client-facing communication is required.
About Our Client
Our client is a national financial services platform supporting independent advisors and agents across the country. They combine asset management, marketing support, and in-house planning resources to help producers grow and better serve clients — and theyre investing in expanding tax support as a key part of that mission.
Job Description
- Help launch and grow a centralized tax support function serving advisors and their end clients
- Prepare and review individual and business tax returns and support planning conversations (as appropriate for your background)
- Partner closely with advisors, internal teams, and marketing to deliver a high-touch service experience
- Gather and organize client information, clarify open items, and translate complex tax topics into plain-English guidance
- Improve workflows, templates, and processes as the new tax service line scales
- Leverage tax technology tools (they recently transitioned to CCH) and help drive adoption and efficiency
- Support compliance, documentation, and timely filing while maintaining a strong client experience
Qualifications
- 3+ years of experience in individual and or business tax (1040, 1065, 1120, 1120S experience helpful)
- Comfortable being client-facing and partnering with non-tax stakeholders (advisors, producers, internal teams)
- Strong written and verbal communication skills with a service mindset
- Tech-forward and interested in modern tax workflows (CCH experience is a plus)
- CPA or EA is strongly preferred, but not required if experience is strong
Why You Will Love Working Here
Youll join a growth-minded team that values communication, initiative, and relationship-building. This is not a back-office tax role — its an opportunity to help shape a new offering, influence how it runs, and build a reputation as a trusted partner to advisors and internal leadership.
JPC-733
Job Type: Full-time
Benefits:
- Dental insurance
- Retirement plan
- Vision insurance
Vacancy posted 22 days ago
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