Director of Client Tax Services

Orionplacement; Scottsdale (AZ); On-site; USD 160,000 - 200,000; Full time

Job summary

Confidential Employer in Scottsdale, AZ is seeking a Director of Client Tax Services to own day-to-day tax compliance and advisory for a portfolio of small business and mid-market clients. This on-site leadership role calls for strategic client conversations, process improvements, and building a high-performing tax team.

You will guide entity structuring, pass-through taxation, and transactional planning, mentor junior staff, and collaborate with senior leadership on growth initiatives while

Qualifications

• 6+ years of progressive tax experience in public accounting or tax advisory.
• 2+ years of supervisory or people-leadership experience.
• Strong business and individual tax compliance and tax planning expertise.
• Experience with entity structuring, pass-through taxation, and transactional tax advisory.
• Proven ability to independently manage a client portfolio and serve as a primary client contact.

Responsibilities

• Own day-to-day delivery of tax compliance and advisory services for a portfolio of small business and mid-market clients.
• Review business and individual tax returns, estimates, filings, and related deliverables with high accuracy.
• Lead proactive tax planning conversations and identify opportunities involving entity structure, pass-through taxation, transactions, and business growth.
• Build trusted relationships with clients and serve as a senior point of contact for ongoing tax questions, planning, and strategic guidance.
• Coach and develop tax associates and senior associates through feedback and career development.
• Establish effective review processes, quality standards, workflows, and accountability across the tax practice.
• Monitor tax law changes and translate relevant developments into actionable client guidance.
• Partner with senior leadership on client expansion, onboarding, service opportunities, and strategic account development.

Skills

Tax planning

Public accounting

Leadership

Client management

Entity structuring

Pass-through taxation

Transactional tax advisory

Education

Advanced tax degree (MST/JD/LLM)

Job description

About the job Director of Client Tax Services

Pay: $160,000.00 - $200,000.00 per year

Why This Is a Great Opportunity

• Step into a true director-level role with ownership of client delivery, tax advisory, team performance, and practice operations.
• Help build and shape a growing tax services practice serving entrepreneurs and small to mid-market businesses.
• Lead meaningful tax strategy conversations, including entity structuring, pass-through taxation, compliance, and transactional planning.
• Develop and mentor a talented team while establishing the standards, processes, and systems that support long-term growth.
• Work directly with business owners and become a trusted strategic partner in their financial and business success.
• Enjoy a comprehensive benefits package, professional development support, mentorship opportunities, and additional incentive potential.

Location:

Scottsdale, AZ — Fully onsite.

Note:

This role requires 6+ years of progressive tax experience in public accounting or tax advisory, including 2+ years of supervisory or people-management experience. Candidates should have strong experience with business and individual tax compliance, tax planning, entity structuring, pass-through taxation, client advisory, and managing small business or mid-market client portfolios.

About Us

We help ambitious business owners achieve their personal, professional, and financial goals by helping them build stronger, more successful companies. Our team combines education, consulting, and specialized services to create practical solutions that help entrepreneurs grow and build lasting wealth. We are expanding our tax services capabilities and are looking for a leader who wants to help build something meaningful from the ground up. Confidential Employer.

Job Description

• Own the day-to-day delivery of tax compliance and advisory services across a portfolio of small business and mid-market clients.
• Review business and individual tax returns, estimates, filings, and related deliverables while maintaining a high standard of accuracy and quality.
• Lead proactive tax planning conversations and identify opportunities involving entity structure, pass-through taxation, transactions, and business growth.
• Build trusted relationships with clients and serve as a senior point of contact for ongoing tax questions, planning, and strategic guidance.
• Lead, coach, and develop tax associates and senior associates through regular feedback, technical guidance, performance expectations, and career development.
• Establish effective review processes, quality standards, workflows, and accountability across the tax practice.
• Manage deadlines, engagement workflow, workload distribution, and competing priorities across multiple concurrent client engagements.
• Monitor tax law and IRS guidance changes and translate relevant developments into actionable guidance for clients and the team.
• Partner with senior leadership on client expansion, onboarding, service opportunities, and strategic account development.
• Represent the tax practice in client meetings, quarterly reviews, planning sessions, and other director-level conversations.
• Help build scalable systems, processes, templates, and technology-enabled workflows as the tax practice continues to grow.
• Embrace modern tax technology and AI-enabled tools to improve research, efficiency, workflow, and client service.

Qualifications

• 6+ years of progressive tax experience in public accounting or tax advisory.
• 2+ years of supervisory, management, or people‑leadership experience.
• Strong business and individual tax compliance and tax planning expertise.
• Experience with entity structuring, pass-through taxation, and transactional tax advisory.
• Proven ability to independently manage a client portfolio and serve as a primary client contact.
• Experience serving small business and mid-market clients, ideally those with $1M to $100M in revenue.
• Strong communication skills with the ability to explain complex tax concepts clearly to business owners.
• Demonstrated ability to develop junior professionals and maintain high standards for quality and deadlines.
• Comfortable operating in a fast-paced, entrepreneurial environment with evolving processes and priorities.
• Advanced tax degree such as an MST or JD/LLM is preferred but not required.

Why You Will Love Working Here

You will have the opportunity to make a visible impact rather than simply inherit an established book of business. Our environment is entrepreneurial, collaborative, and growth-oriented, with meaningful opportunities to influence how the tax practice operates and develops. We invest in our people through mentorship, professional development, education resources, wellness benefits, and a strong total rewards program while giving leaders the autonomy to make a difference.