Director of Client Tax Services

We are seeking a high‑performing Director of Tax Services to own client delivery and team execution within our growing tax practice. Reporting to the VP of Tax Services, this role is the operational and technical backbone of the practice. You will manage a portfolio of client engagements, lead and develop a team of tax professionals, and ensure consistent delivery of compliance and advisory work at a high standard. This is a senior individual contributor and people manager role for someone ready to step into a director‑level position in an entrepreneurial environment.

ABOUT CARDONE VENTURES
Cardone Ventures partners with business owners to help them achieve their personal, professional, and financial goals by scaling their companies. We are building a new Tax Services division to deliver world‑class tax strategy, compliance, and advisory services directly to our client base, including entrepreneurs and small‑to‑mid‑market business owners who are building generational wealth.

SUCCESS LOOKS LIKE

A client portfolio managed with consistency, accuracy, and proactive communication, resulting in strong retention and referral rates

A team of tax professionals who are growing technically, operating efficiently, and delivering work that meets firm quality standards

Compliance engagements completed on time with zero regulatory exposure, and advisory engagements that generate measurable client outcomes

Internal operations that run smoothly, with documented workflows, clear accountability, and systems that scale as the practice grows

OBJECTIVES
Client Delivery and Advisory

Manage and review tax compliance engagements for a portfolio of small business and mid‑market clients, including business and individual returns, estimates, and required filings

Lead tax planning conversations with clients, identifying opportunities to reduce liability and optimize entity structure with a focus on actionable, implementable strategies

Support clients navigating transactions, entity changes, and growth events with accurate and timely transactional tax guidance

Build trusted long‑term relationships with your client portfolio and serve as a reliable point of contact for ongoing tax questions and planning

Team Leadership and Development

Manage a small team of tax professionals including tax associates and senior associates, providing direction, review, and real‑time coaching on technical and client‑facing work

Conduct regular 1:1s, set clear performance expectations, and create development plans that help team members grow toward the next level in their careers

Establish quality standards and review processes that ensure accuracy and consistency across all client deliverables

Identify and elevate capacity, performance, or technical issues to the VP of Tax Services in a timely manner

Operations and Process

Own the day‑to‑day execution of the practice workflow, including engagement management, deadline tracking, and workload distribution across the team

Maintain and improve internal systems, templates, and tools used for compliance and advisory delivery

Ensure all engagements are completed in compliance with applicable professional and regulatory standards

Monitor tax law and IRS guidance changes and communicate impacts to clients and the team proactively

Business Development Support

Partner with the VP of Tax Services on client expansion opportunities, identifying upsell and cross‑sell potential within existing relationships

Contribute to new client onboarding by assessing scope, setting service expectations, and transitioning accounts into the delivery workflow

Represent the practice in client‑facing conversations at the director level, including quarterly reviews, planning meetings, and strategy sessions

COMPETENCIES

Strong technical foundation across business and individual tax compliance, entity structuring, pass‑through taxation, and transactional advisory

Proven ability to manage client portfolios independently while maintaining accuracy, consistency, and proactive communication

People management capability with a track record of developing junior tax professionals and holding the team to a high standard

Operational discipline around deadlines, workflow management, and quality control across multiple concurrent engagements

Clear communicator who can translate complex tax concepts into language clients understand and act on

Comfortable working in a fast‑paced, entrepreneurial environment where priorities shift and process maturity is still evolving

Open to using or learning AI tools to improve research, streamline workflows, and scale output across the team

EDUCATION & EXPERIENCE
Required

7+ years of progressive tax experience in public accounting or tax advisory, with a minimum of 2 years in a supervisory or managerial role

Solid expertise across business tax compliance, tax planning, and client advisory including entity structuring, pass‑through taxation, and transactional support

Experience managing a client portfolio independently and serving as the primary client contact across engagements

Strong experience serving small business and mid‑market clients in the $1M to $100M revenue range

Demonstrated ability to develop junior staff and hold teams accountable to quality and deadlines

Preferred

Advanced degree in Taxation (MST or JD/LLM)

Experience in a high‑growth or entrepreneurial firm environment

Familiarity with tax technology platforms and modern practice management tools

Exposure to multi‑entity structures, founder‑led businesses, and pass‑through optimization strategies

PHYSICAL REQUIREMENTS

Periods sitting at a desk and working on a computer

This position may require travel up to 10%

Medical, dental, and vision (employee and dependents)

401(k) with up to 3% company match

Parental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both

Vacation and sick time that increases with tenure

Pet insurance through SPOT

Employee Assistance Program through Guardian

Professional development reimbursements for outside courses and certifications

$250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing

Uncapped commission eligibility for all team members

COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, we recognize that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

Cardone Ventures uses AI‑assisted tools as part of our recruiting process. These tools may be used to support resume screening, candidate outreach, or initial assessments. All hiring decisions are made by our People team and hiring managers. If you have questions about our process please contact us.

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