Strategic Tax Practice Growth Director

CO-US DuCharme, McMillen & Associates, Inc.

Phoenix (AZ)

On-site

USD 140,000 - 210,000

Full time

14 days+
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Benefits offered by this job

ESOP
Parental leave
Generous PTO
Benefits package

Job summary

DMA seeks a Director of Practice Development to expand market share in tax services. You will manage a portfolio of client accounts, drive growth strategies, and serve as a trusted advisor to clients, coordinating with service teams and leadership to deliver tailored solutions.

The role emphasizes strategic sales, relationship management, and collaboration across departments to maximize client value and revenue. Regular travel and leadership responsibilities are part of the package.

Qualifications

  • Bachelor’s degree in Business, Marketing, Accounting, or related field.
  • 4-5 years of professional business development experience, preferably in tax, financial, or consulting services.
  • Proven success in managing client relationships and driving revenue growth.
  • Strong knowledge of CRM systems, sales KPIs, and pipeline management.
  • Familiarity with tax law concepts and the ability to translate client needs into tailored solutions.
  • Proven ability to develop internal relationships and collaborate cross-functionally.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong analytical thinking, initiative, and attention to detail.
  • Effective organizational leadership and time management skills.
  • Proficiency in Microsoft Office Suite and CRM platforms (e.g., Salesforce).

Responsibilities

  • Develop and execute strategic business development plans to drive revenue growth and expand market presence.
  • Manage a large portfolio of client and prospect accounts, serving as a strategic account manager and relationship lead.
  • Actively prospect and pursue new business opportunities through research, networking, and outreach, identifying potential clients and aligning DMA’s services to their needs.
  • Collaborate with DMA service teams to identify and pursue mutually beneficial business opportunities.
  • Participate in field-based business development efforts, leveraging subject matter experts, DMA’s reputation, and existing relationships.
  • Identify and understand client and prospect tax issues, challenges, and goals to align DMA’s services accordingly.
  • Create compelling written communications (SOWs and proposals) that articulate client needs and DMA’s value proposition.
  • Lead or participate in internal strategy, education, and planning meetings to enhance business development effectiveness.
  • Work with legal counsel during contract negotiations and ensure compliance with internal processes.
  • Maintain accurate and timely updates in CRM systems and communicate key developments with internal stakeholders.
  • Provide high-quality project and relationship management to ensure client satisfaction and retention.
  • Approximately 90% of this role is focused on sales-driven activities, while the remaining 10% supports the broader Business Development team through collaborative tasks and initiatives.
  • After a typical development period of approximately two years, the Director is expected to consistently generate $3–5 million in annual production through new business development and account expansion efforts.

Skills

Account management
Sales leadership
CRM systems
Strategic planning

Education

Bachelor’s degree in Business/Marketing/Accounting

Tools

Salesforce

Job description

DMA seeks a Director of Practice Development to expand market share in tax services. You will manage a portfolio of client accounts, drive growth strategies, and serve as a trusted advisor to clients, coordinating with service teams and leadership to deliver tailored solutions.

The role emphasizes strategic sales, relationship management, and collaboration across departments to maximize client value and revenue. Regular travel and leadership responsibilities are part of the package.

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