Tax Operations Director

Harrison Gray Search has partnered with a fast-growing wealth advisory firm to find their next Tax & Consulting Operations Director in the greater Chicagoland area.

The Role

This is a high-impact, leadership role designed for someone with strong business acumen, a hands-on mindset, and a passion for driving team performance. You'll serve as a key member of the division's leadership team, collaborating with Regional Directors and senior stakeholders to align day-to-day execution with long-term strategy.

We're looking for an operationally minded CPA or EA with proven experience in professional services, preferably within tax, accounting, or financial consulting. This is a unique opportunity to help shape the systems, people, and culture of a high-performing organization poised for significant growth.

Role Overview

The Director of Operations will lead operational strategy and execution across the Tax & Consulting group, overseeing workflows, resource planning, team structure, and policy implementation. This role is instrumental in ensuring scalable processes, consistent client experience, and strong internal coordination.

Key Responsibilities

Strategic & Operational Leadership

• Lead process optimization efforts, including systems upgrades, workflow enhancements, and performance tracking.
• Partner with senior leadership to implement both short- and long-term operational initiatives.
• Oversee the development and execution of succession planning and employee development programs.
• Ensure operational alignment across regions and functions through clear communication and cross-functional coordination.

People & Culture

Process & Infrastructure

Collaboration & Communication

Supervisory Responsibilities

Position Logistics

What You Bring

Education

Experience

Core Competencies

Why This Opportunity Stands Out

Compensation & Benefits