Regional Tax Director

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This range is provided by Harrison Gray Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$173,000.00 / yr - $230,000.00 / yr

Harrison Gray Search has partnered with a fast-growing wealth advisory firm to find its next Regional Tax Director.

The Role

This is a high-impact leadership role where you'll drive the success of regional tax, accounting, and business services while inspiring and developing a talented team. If you're passionate about creating exceptional client experiences and building strong, efficient operations, this is your opportunity to lead with purpose and vision.

This role oversees a regional Tax & Business service offering for a fee-only, independent wealth management firm. This will include accounting, tax, payroll, and business consulting services, in addition to monitoring the daily production of client deliverables and establishing department processes, procedures, and protocols. You'll also be responsible for mentoring and developing team members, encouraging an environment conducive to a client-centric approach.

Role Overview

As Regional Director, you can expect to focus on :

• Team Leadership and Development : Manage, lead, and guide the Tax & Consulting Team with clear expectations, provide training, mentorship, and foster a highly interactive team environment.
• Operational Oversight : Review complex individual, trust, partnership, and corporate tax returns; oversee monthly accounting / financial statement preparation / payroll activities; and ensure compliance with Federal and State statutes.
• Strategic Contribution : Develop and implement the Strategic Plan and OKRs for the Tax & Consulting Team, align departmental policies with corporate goals, and act as a catalyst for new initiatives and product development.
• Client Engagement : Provide high-net-worth clients with strategic and proactive tax & business service strategies, design and monitor programs for exceptional client service, and oversee fee-only tax & business service engagements.
• Resource Management : Evaluate staffing needs, manage the regional budget for the team, and assist in strategic planning and budgeting for the department.
• Continuous Improvement : Facilitate communication, review new products and software, assist in integrating staff from acquisitions, and maintain a culture of continuous improvement.

Supervisory Responsibilities

You'll champion a constructive culture, leading by example to promote an environment where employees are accountable, motivated, supported in taking initiatives, and recognized for their achievements. This includes :

Position Logistics

What You Bring

Education

Experience

Why This Opportunity Stands Out

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Administrative and Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid paternity leave

Paid maternity leave

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