Head of Tax and Advisory

Job Overview:

Search Solution Group is seeking a Regional Director, Tax Advisory Services on behalf of our client, a financial partner.

Our client is seeking an accomplished executive to lead the strategic growth, operational performance, and client success of its Tax & Accounting Services business across the West Coast region. This leadership role is responsible for overseeing regional P&L performance, driving operational excellence, integrating acquired firms, developing high-performing leadership teams, and strengthening client relationships. The ideal candidate combines strong business acumen with extensive experience leading professional services organizations through growth, transformation, and change.

Key Responsibilities:

Lead regional Tax & Accounting operations with full accountability for revenue growth, profitability, client retention, operational efficiency, and overall business performance.

Develop and execute regional business strategies aligned with organizational growth objectives.

Serve as the executive relationship manager for key clients, strategic partnerships, and acquired firm leadership.

Drive post-acquisition integration efforts, including operational processes, service delivery, organizational alignment, and cultural integration.

Establish and monitor regional KPIs focused on productivity, utilization, turnaround times, profitability, quality, and client satisfaction.

Build scalable operational processes that support long-term business growth and efficiency.

Partner with product, transformation, and technology teams to implement process improvements and modernize service delivery.

Lead, mentor, and develop regional leaders across tax, accounting, bookkeeping, and operations.

Recruit, retain, and develop top talent while fostering a culture of accountability, collaboration, and continuous improvement.

Work closely with wealth management, financial planning, client services, and advisory teams to deliver integrated client solutions.

Support client growth initiatives by expanding service offerings, improving referral opportunities, and enhancing the client experience.

Provide executive oversight of tax planning, compliance, risk management, and quality assurance while empowering technical leaders to oversee day-to-day execution.

Lead regional teams through organizational change, operational transformation, and periods of rapid growth.

Requirements include:

Education:

Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.

Advanced degree such as a Master's in Taxation, MBA, or JD preferred.

Experience:

Minimum of 12 years of progressive leadership experience within tax, accounting, wealth management, or professional services.

Experience leading regional operations or business units with full P&L responsibility.

Proven success managing post-acquisition integrations, organizational growth, and operational transformation.

Experience leading distributed or multi-office organizations preferred.

Experience serving physicians, dentists, medical practices, or high-net-worth clients is a plus.

Experience in private equity-backed or rapidly scaling organizations preferred.

Skills:

Strong executive leadership and organizational management abilities.

Financial management, budgeting, and P&L oversight.

Strategic planning and business development.

Operational improvement and process optimization.

Leadership development, coaching, and talent management.

Excellent communication, negotiation, and relationship-building skills.

Strong analytical, decision-making, and problem-solving capabilities.

Certifications:

Active or inactive CPA license required.

Knowledge:

Extensive knowledge of tax advisory and accounting operations.

Understanding of regulatory compliance, fiduciary responsibilities, and quality control standards.

Knowledge of wealth management and financial advisory services.

Familiarity with technology-enabled service delivery and operational modernization initiatives.

Understanding of pass-through entities, physician practice structures, and multi-entity financial environments is preferred.

Key Competencies:

Executive leadership and strategic vision

Business and financial acumen

Operational excellence

Change management

Post-merger integration leadership

Client relationship management

Cross-functional collaboration

Talent development and succession planning

Decision-making and accountability

Commercial mindset

Integrity and ethical leadership

Adaptability in high-growth environments

How to Apply:

To apply for this position, please click the "Apply" button at the top right of your screen. Alternatively, you can email your application to info@ssgresume.com . Please ensure you include your resume and any other relevant documents or information that showcase your qualifications and suitability for the role. We appreciate your interest in joining our team and look forward to reviewing your application.

Company Overview:

Company Industry: Financial Services

Location: East Coast Region (Remote)

Equal Opportunity Employer Statement:

Search Solution Group is an Equal Opportunity Employer committed to fostering an inclusive workplace where diversity is valued and respected. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status in our hiring process or employment practices. We believe that a diverse workforce brings unique perspectives and strengths, driving innovation and growth. All employment decisions are based on qualifications, merit, and business needs. We welcome applicants from all backgrounds to apply and contribute to our team.

Disclaimer:

Please note that the job description provided is not exhaustive and is subject to change. Additional duties may be assigned as needed to meet the evolving needs of the organization and to ensure the successful completion of projects and objectives.