Director – Tax Controversy & Strategic Tax Advisory

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🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $150k - $300k / year

⏰ Full Time

🔴 Lead

💰 Tax

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Keystone CPAs

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 B2B

Finance • B2B

Keystone CPAs is a regional accounting and advisory firm that provides a range of financial services for both businesses and individuals. Their offerings include accounting and auditing, bookkeeping, payroll processing and compliance, tax preparation and audit representation, estate and gift tax planning, QuickBooks Online setup and training, business valuation and brokerage services, and wealth advisory services such as retirement planning, investment management, and legacy/estate planning. Keystone operates affiliated entities (Keystone CPAs, Keystone Business Brokerage, and Keystone Wealth Advisors) and also provides virtual accounting services across the United States.

📋 Description

• Set the strategic direction and annual operating plan for the Tax Services Group • Grow practice revenue, qualified pipeline, referral relationships, and market visibility while maintaining quality and profitability • Develop new service offerings and lead business development efforts • Serve as the primary technical and leadership interface between Keystone’s principals and managers • Translate client objectives into engagement scopes, technical workstreams, staffing plans, budgets, and deliverables • Lead significant federal and state tax controversy matters, including examinations, administrative appeals, collection matters, and penalty disputes • Research and interpret authoritative tax sources and develop defensible technical positions and resolution strategies • Prepare and review technical memorandums, opinion-level analyses, protest letters, responses to information document requests, and other written advocacy • Partner with Keystone Business Brokers and principals on M&A and transaction tax planning • Advise on transaction structure, pre-closing tax planning, entity restructuring, tax modeling, purchase price allocation, rollover equity, tax due diligence, and transaction documents • Coordinate with Keystone Wealth Advisors on liquidity, investment, charitable, estate, and long-term wealth planning • Own senior-level client and referral-source relationships and lead high-stakes client meetings • Build market reputation through articles, presentations, webinars, professional education, and thought leadership • Lead and develop a fully remote, project-based team of approximately four tax professionals throughout the United States • Assign work, maintain accountability, coach managers and professionals, conduct quality reviews, and recruit and develop talent • Oversee engagement acceptance, scope, budgets, staffing, timelines, realization, profitability, billing, and collections • Identify technical, legal, reputational, independence, staffing, and delivery risks and establish quality-control standards • Communicate status, risks, and decisions to firm leadership and clients

🎯 Requirements

• Juris Doctor (J.D.) from an accredited law school and an active attorney license in good standing • 10+ years of progressive experience in federal tax law, tax controversy, technical tax consulting, or a closely related specialty practice • Deep knowledge of the Internal Revenue Code, Treasury Regulations, IRS administrative procedures, tax research, and controversy principles • Demonstrated experience leading complex technical matters and producing exceptional written work product • Proven ability to lead senior client relationships, influence executives, and explain complex tax issues in practical business terms • Demonstrated success developing business, expanding client relationships, building referral networks, or growing a specialty practice • Experience leading managers and professionals in a remote or project-based environment • Strong commercial judgment, project discipline, communication skills, and personal accountability • LL.M. in Taxation and/or CPA license strongly preferred • Experience representing clients before the IRS and state taxing authorities strongly preferred • Experience in public accounting, a national tax practice, a tax law firm, or a specialized consulting environment strongly preferred • Experience with closely held business M&A tax planning, transaction structuring, seller tax modeling, or tax due diligence strongly preferred • Experience supporting CPA firms and other professional advisors as a specialized technical resource strongly preferred • A meaningful network of business owners, attorneys, CPAs, bankers, brokers, or other referral sources strongly preferred • Experience managing practice economics, including pricing, realization, margin, pipeline, and staffing strongly preferred • Familiarity with CCH Axcess, Microsoft Teams, and remote collaboration tools strongly preferred

🏖️ Benefits

• Performance-based bonus tied to leadership, quality, profitability, and practice growth • Medical, dental, and vision insurance • Company-paid life insurance • 401(k) with company match • Paid Time Off (PTO) and paid holidays • Fully remote work environment and flexible scheduling • Company-issued laptop and technology • Continuing education support and professional membership reimbursement • Leadership development opportunities • Collaborative and entrepreneurial culture

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