Tax Director
Taylor Proactive Team [Hybrid / Remote]Pay: $130,000.00 - $200,000.00 per year
Who We Are
Taylor Proactive Team is not building a traditional tax firm.
We are building a high-standard, proactive tax advisory firm focused on clients with $500,000+ in taxable income who need strategy, structure, and high-quality execution.
Mission
To deliver proactive, high-level tax strategy and execution that helps successful clients operate with more clarity, confidence, and financial advantage.
Vision
To raise the standard of tax planning by building a scalable, elite advisory firm known for strategy, operational excellence, and exceptional client service.
Core Values / Culture
Passionate (bring the magic)We care deeply about our work, our clients, and our colleagues, fueling memorable service experiences.
Driven (make it happen)We see every project through with relentless behind-the-scenes excellence.
White Glove (create wow moments)We anticipate client needs and elevate services into extraordinary relationships.
Ownership (everyone's on stage)Every team member plays a critical part in creating a flawless client journey.
Improvement (plus the magic)We continuously raise the bar on what tax planning can be.
The Role
This is a leadership role for someone who is not just technically strong, but capable of helping build the tax function, strengthen operations, lead people, and increase delivery capacity at a higher level.
This role is about helping transform tax delivery from a founder-dependent function into a scalable operating capability. That means stronger review systems, better workflows, better team accountability, clearer SOPs, and higher confidence in execution across planning and compliance.
If you want a predictable environment where you inherit a finished machine and simply maintain it, this is likely not the right fit. If you are energized by building, improving, leading, and creating order inside a company with real momentum, keep reading.
You will be expected to bring leadership, judgment, urgency, and structure.
Requirements & ResponsibilitiesResponsibilities
· Lead the tax function across planning, review, and compliance delivery
· Review complex individual and business tax returns with a high level of accuracy and professional judgment
· Oversee and improve proactive tax planning execution for high-income clients
· Build, refine, and document scalable tax workflows, systems, and SOPs
· Strengthen quality control and reduce unnecessary founder involvement in fulfillment
· Manage, develop, and hold accountable members of the tax team
· Create better visibility into workload, delivery timelines, bottlenecks, and team performance
· Partner with leadership to improve operational efficiency and scale capacity
· Identify breakdowns early and solve them before they become expensive
· Help build a tax department that can scale with growth rather than resist it
· Mentor team members and elevate overall technical and leadership capability
· Provide clear, actionable feedback that helps team members learn, grow, and perform at a higher level
Requirements
· CPA or EA required
· At least 5 years of leadership experience in a tax or public accounting environment
· Significant experience reviewing tax returns and leading delivery quality
· Strong understanding of both tax compliance and proactive tax planning
· Demonstrated success managing people, improving accountability, and elevating standards
· Experience building or improving systems, workflows, and operational processes
· Strong decision-making ability and confidence operating in a growing environment
· Ability to lead through change, not hide from it
· Must complete tax and personality assessment
· Knowledge of LaCerte is a plus
· Bachelor’s degree required
· Please include the verification code “Finances” in the prescreening question “Anything else you'd like us to consider?”
What We Are Looking For in the Person
· You are a builder, not just a maintainer
· You see inefficiency and instinctively move to fix it
· You can lead people without needing to be told how to lead
· You care deeply about accuracy, client experience, and operational excellence
· You have high standards and are comfortable being held to them
· You do not need constant oversight to create momentum
· You want meaningful ownership, not just a title
30 / 60 / 90-Day SuccessFirst 30 Days
· Build trust and credibility with the team through strong technical leadership and sound judgment
· Learn the firm’s clients, tax processes, workflows, and current operational gaps
· Begin mentoring the team immediately and serve as a reliable technical leader
· Reach the point where the team needs zero technical help from the founder through your direct support and guidance
· Identify early breakdowns in review, workflow, and communication
By 60 Days
· Improve key processes, communication flow, and team coordination
· Increase clarity around workload, deadlines, ownership, and bottlenecks
· Begin implementing stronger review standards, accountability measures, and workflow improvements
· Reduce friction in delivery and strengthen confidence across planning and compliance execution
· Improve team communication and elevate day-to-day operating discipline
By 90 Days
· Establish a structured format for mentoring and developing the team
· Create a stronger leadership rhythm that helps team members improve themselves and perform at a higher level
· Provide consistent, actionable feedback to help team members learn and grow
· Strengthen SOPs, review systems, and quality control processes
· Help create a more capable, accountable, and scalable tax function that supports firm growth
What Success Looks Like
· Tax work moves faster, cleaner, and with minimal founder dependency
· The team becomes more capable, accountable, and scalable
· Review standards are high and consistent
· Operational bottlenecks are identified and removed
· Client delivery improves in quality, speed, and consistency
· The tax function becomes a platform for growth rather than a constraint on growth
This Role Is Likely a Fit If You Want To
· Help build something, not just inherit something
· Lead in a company that is actively scaling
· Be part of raising the standard across people, systems, and delivery
· Have a real voice in how the tax function operates
· Work in an environment where accountability and ownership matter
This Role Is Not a Fit If You
· Want low change and low pressure
· Prefer to stay in your lane and avoid operational responsibility
· Need excessive structure before you can act
· Want to protect the status quo
· Are uncomfortable with direct accountability and visible ownership
Why Taylor Proactive Team
· You will have the opportunity to make a real impact in a growing firm
· You will help shape how tax delivery operates going forward
· You will work in a company focused on proactive strategy, not just reactive compliance
· You will be part of building a stronger, more scalable business with a clear direction
Benefits
· 401(k)
· Health insurance
· Opportunities for advancement
· Work from home or hybrid
Experience
· Leadership: 5 years required
License/Certification
· CPA or EA required
Work Location
Hybrid / Remote
Pay: $130,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Opportunities for advancement
- Work from home
Application Question(s):
- Why does this role stand out to you?
- What is one example of a process, team, or operational function you materially improved?
- What kind of environment brings out your best work?
- What leadership experience do you have in tax?
- What is your minimum earning requirements?
- What are your earning goals?
- Anything else you'd like us to consider?
Education:
Experience:
- Leadership: 5 years (Required)
License/Certification:
Work Location: Remote
