Reports to: CEO
Position: Full time
Start Date: Immediately
Location: North America
Salary Range: $180,000.00-190,000.00 plus incentive plan
We are seeking a dynamic executive leader for our Tax Practice who recognizes the evolving landscape of tax advisory services. Modern client demands require a seamless fusion of expert tax strategy and cutting-edge technology. As the premier partner for high-growth businesses, indinero delivers comprehensive finance and tax solutions that empower scalable success.
The Director of Tax Services holds overall executive accountability for the strategy, growth, and operational excellence of indinero’s tax advisory and compliance business unit, while serving as an active, hands-on practitioner. This role leads client-facing tax professionals, directly executes complex tax advisory and compliance engagements, drives margin expansion, ensures service level agreement compliance, and optimizes tech-enabled delivery models. The ideal candidate brings a strong balance of high-level tax expertise, operational discipline, and executive-level leadership, paired with a willingness to roll up their sleeves to perform line-level tax work, mentor teams, and build trusted relationships with key client decision-makers.
The successful candidate will have demonstrated experience across a wide range of accounting, tax, and client success matters within a fast-growing technology-enabled company.
Job Description and Responsibilities
Team Leadership & Operational Excellence: Lead, mentor, and scale the tax practice team while actively engaging in client delivery to achieve productivity targets, high engagement, and exceptional service quality.
Strategic Growth & Margin Expansion: Define and execute the multi-year practice roadmap, focusing on scaling delivery capabilities and expanding gross margins through efficient workflows.
Financial Management & P&L Oversight: Oversee business unit financial performance, budget allocations, and utilization targets to align practice output with profitability objectives.
Performance Optimization: Formulate data-driven corrective plans when operational or financial metrics deviate from targets, ensuring rapid recovery and process stability.
Cross-Functional Collaboration: Partner with Product, Engineering, Sales, and Accounting leadership to unlock operational synergies and streamline tech-enabled service delivery.
Identify quality improvement opportunities and unlock them, with cross-functional partners where needed
Set the culture of the team as a customer-centric, warm, friendly service organization, and build the durable habits to ensure this culture scales
Directing, leading and evaluating employee's work to ensure healthy corporate culture.
Staying aware of competitors, the market, expansion opportunities and new industry standards and developments.
Provide technical and client expertise that helps establish our core value proposition, differentiation strategy, voice of the client, and service roadmap.
Partner with our strategic marketing and service functions to define a unique, highly differentiated service that disrupts the tax and Finance as a Service industry.
Captain our tax client relationships by driving the indinero delivery model and directly performing high-level tax planning, advisory, and complex return execution.
Be responsible for retaining a client base with a high level of satisfaction as measured by net revenue retention of greater than 100% and NPS scores above 50.
Lead, motivate, and work alongside teams of professionals responsible for full-cycle tax advisory and compliance services.
Train, hire, develop and mentor the performance of tax professionals, while providing ongoing training and feedback.
Lead and collaborate with cross-functional teams (Tax, Accounting, Sales, and Marketing) to identify opportunities to improve and standardize processes.
Support Marketing and Product as they define, package, and price our tax solutions.
Assist CEO with implementing the company's overall values, mission, strategic goals.
Provide strategic and operational planning support to the EVP, assist in effective change, proactively look to improve processes, and strengthen internal controls.
Act as the key escalation point for clients in escalated situations involving the tax practice. Be able to resolve issues and meet commitments that maintain a good working relationship with the client.
Hands-On Execution: Actively roll up sleeves to execute line-level tax preparation, review, and complex advisory alongside executive management and practice development.
Technical Compliance & Entity Review: Perform detailed technical review and oversight of federal, state, and local tax returns across a variety of complex entity structures, including High-Net-Worth Individuals, Partnerships, Corporations (C-Corp/S-Corp), and Trusts/Estates.
ASC 740 & Financial Reporting: Manage and execute ASC 740 tax provision calculations, accounting for income taxes, and uncertain tax positions for corporate client financial reporting.
Tax Controversy & Audit Management: Represent clients before federal, state, and local tax authorities in tax controversies, audits, notices, and dispute resolutions.
Qualifications and Skills
Executive Leadership Experience: 5-7 years of progressive leadership in tax practice management, financial advisory, or platform-enabled accounting services.
Scaling High-Growth Business Units & Technical Execution: Proven track record of scaling practice operations, directly executing tax advisory and compliance workflows, optimizing billable realization, and building high-performing remote/hybrid teams.
Education & Credentials: Bachelor’s degree in Accounting, Finance, or related field required; Active CPA license or Enrolled Agent (EA) credential required; Master’s in Taxation (MST) is a plus.
CCH Axcess Proficiency: Proficiency with CCH Axcess Software.
Experience managing multiple projects and staff simultaneously.
In-depth knowledge of US GAAP.
Willingness to challenge current processes and procedures with an emphasis on developing process improvements to gain overall efficiencies.
Ability to interpret and apply statutory and regulatory guidelines and requirements
Strong data analytics skills
Demonstrated ability to analyze critical business requirements, identify deficiencies and potential opportunities and develop innovative methodologies for enhancing competitiveness, revenue, cost optimization
Understand the company's financial model and ensure profitable delivery of engagements.
Detail oriented with excellent organizational, analytical and communication skills.
Strong project management skills and the ability to collaborate with management and others in a culturally diverse company
Make sound decisions on routine matters in support of immediate work group's goal
Experience building and managing teams of direct reports
Experience leading a team of 10+ people
Previous success managing remote teams.
Impeccable client services skills
Proficient with applicable software applications
Strong written and verbal communication
