Tax Director

Insight Global; Kansas City (MO); On-site; USD 180,000 - 250,000; Full time

Job summary

Insight Global is seeking a Tax Director to lead client relationships, drive business growth, and oversee tax and advisory service delivery for a top professional services client.

The candidate will act as a trusted advisor, manage a team of professionals, ensure quality service, and influence strategic business decisions while expanding existing client relationships and identifying new opportunities.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation or related field.
• Active CPA or equivalent certification.
• 8+ years of public accounting or related experience.
• 6+ years of supervisory/leadership experience.
• Strong client relationship management skills.
• Proven ability to manage multiple deadlines and priorities.
• Strong written and verbal communication skills.
• Demonstrated leadership, business integrity, and client service mindset.
• Proficient with accounting and tax technology platforms.
• Willingness to travel based on client and business needs.

Responsibilities

• Expand revenue opportunities within existing client accounts.
• Develop and execute short-term and long-term business plans.
• Identify new business opportunities for our client and related service lines.
• Manage practice performance including billing, realization, collections, and utilization metrics.
• Drive business development initiatives and maintain a personal marketing plan.
• Serve as a trusted advisor and primary point of contact for clients.
• Ensure quality control and compliance standards are met.
• Lead, mentor, and develop team members.
• Provide technical guidance and expertise on complex client matters.
• Support operational leadership initiatives and positive team culture.
• Collaborate across departments to deliver comprehensive client solutions.

Skills

Client relationship management

Multitasking / Prioritization

Written & verbal communication

Leadership / team development

Accounting & tax software proficiency

Travel readiness

Education

Bachelor's degree in Accounting/Finance/Taxation

CPA or equivalent certification

Tools

Accounting software

Job description

• Bachelor's degree in Accounting, Finance, Taxation, or related field
• Active CPA or equivalent certification
• 8+ years of public accounting or related experience
• 6+ years of supervisory/leadership experience
• Strong client relationship management skills
• Proven ability to manage multiple deadlines and priorities
• Strong written and verbal communication skills
• Demonstrated leadership, business integrity, and client service mindset
• Proficient with accounting and tax technology platforms
• Willingness to travel based on client and business needs

Plusses:

• Master's degree in Accounting, Taxation, or related field
• Subject Matter Expert (SME) experience in tax or accounting technical areas
• Experience participating in senior operational leadership teams
• Business development and revenue generation experience
• Experience managing large client portfolios and cross-selling services

Day-to-Day:

• Expand revenue opportunities within existing client accounts
• Develop and execute short-term and long-term business plans
• Identify new business opportunities for our client and related service lines
• Manage practice performance including billing, realization, collections, and utilization metrics
• Drive business development initiatives and maintain a personal marketing plan
• Serve as a trusted advisor and primary point of contact for clients
• Ensure quality control and compliance standards are met
• Lead, mentor, and develop team members
• Provide technical guidance and expertise on complex client matters
• Support operational leadership initiatives and positive team culture
• Collaborate across departments to deliver comprehensive client solutions

Job Description:

Insight Global is seeking a Tax Director for a top professional services client. This candidate will be responsible for leading client relationships, driving business growth, and overseeing the successful delivery of tax and advisory services. The ideal individual will act as a trusted business advisor to clients while managing a team of professionals and ensuring quality service delivery. This role offers the opportunity to influence strategic business decisions, expand existing client relationships, identify new opportunities, and serve as a technical resource within the organization. The Tax Director will play a key leadership role in fostering a collaborative culture while contributing to the continued growth and success of the practice.