Tax Strategy & Operations Director

This is a rare opportunity to step into a highly entrepreneurial leadership role where you'll have the chance to build and shape the future of an established tax practice within a nationally recognized wealth management organization. Rather than inheriting a traditional tax department, you'll oversee an existing operation that serves nearly 1,000 client households while leading its transformation into a scalable, long-term growth engine for the business. You'll manage a team of tax professionals, modernize processes and technology, implement new systems, and partner directly with financial advisors to deliver a more integrated, proactive tax planning experience. This role blends tax expertise, operational leadership, strategic planning, and business development, offering significant autonomy and visibility with leadership. It's an ideal opportunity for someone who enjoys building, influencing change, and creating lasting impact while helping shape a service offering that will continue to grow for years to come. Want to learn more? Please apply to this job posting or reach out to Danielle Lucia directly at Danielle.Lucia@ambrion.com for a quick and confidential conversation! Responsibilities: Lead tax season operations across nearly 1,000 client households Manage a team of tax professionals and oversee seasonal staff Evaluate current processes and implement long-term improvements Build scalable workflows, templates, and quality control processes Partner with financial advisors on year-round tax planning strategies Serve as a tax subject matter expert for complex client situations Establish pricing strategies, service tiers, and capacity planning models Support future business development and advisor education initiatives Qualifications: Bachelor's degree in accounting, finance, or a related field 6+ years of experience preparing and reviewing complex individual tax returns CPA required Leadership experience managing teams or tax processes Compensation and Benefits: Salary Range: $150,000–$180,000 This role is also eligible for various benefits, including: Medical Insurance Actual base salary will be determined based on an individual's experience, skills, education, certifications, credentials, special skills, accomplishments, and other factors relevant to the position. Job Reference # 10139