Director / Principal, Tax Controversy & Strategic Tax Advisory
$150,000–$300,000 year
RemoteUnited States
United StatesRemoteFull Time$150,000–$300,000 yearSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Set the strategic direction and annual operating plan for the Tax Services Group, driving revenue growth, pipeline development, and market visibility while maintaining quality and profitability. Lead business development efforts with business owners, attorneys, CPA firms, and investment bankers to identify new service offerings and coordinate complex controversy, research, and transaction tax planning matters. Serve as the primary technical interface between Keystone's principals and managers, translating client objectives into clear engagement scopes, staffing plans, and deliverables. Lead a fully remote team of four tax professionals, coaching managers through technical issues, conducting quality reviews, and recruiting high-performing talent. Oversee engagement economics, including acceptance, scope, budgets, and profitability, while proactively identifying and mitigating technical, legal, and delivery risks.
Required Qualifications
- Director or Principal level
- Tax controversy experience
- Tax research experience
- Strategic tax planning experience
- M&A transaction tax experience
- Practice leadership experience
- Business development experience
- Team leadership experience
- Remote work capability
- Pacific Time Zone availability or ability to support Pacific Time Zone business hours
- Full-time employment availability
Desired Qualifications
- Experience with small and midsize business owners
- Experience with CPA firms
- Experience with advisors
- Experience resolving complex tax matters
- Experience making strategic decisions
- Experience building and leading a specialized tax practice
- Experience serving as a bridge between principals and managers
- Experience leading complex controversy and research matters
- Experience supporting tax planning for mergers and acquisitions
- Experience with Keystone Business Brokers clients
- Experience with Keystone Wealth Advisors
- Experience with federal and state tax controversy matters
- Experience with examinations
- Experience with administrative appeals
- Experience with collection matters
- Experience with penalty disputes
- Experience with IRS proceedings
- Experience with state agency proceedings
- Experience interpreting the Internal Revenue Code
- Experience interpreting Treasury Regulations
- Experience interpreting IRS guidance
- Experience interpreting Revenue Rulings
- Experience interpreting court decisions
- Experience developing defensible technical positions
- Experience developing legal arguments
- Experience developing factual arguments
- Experience developing risk assessments
- Experience developing practical resolution strategies
- Experience preparing technical memorandums
- Experience preparing opinion-level analyses
- Experience preparing protest letters
- Experience responding to information document requests
- Experience coordinating with clients
- Experience coordinating with CPAs
- Experience coordinating with attorneys
- Experience coordinating with valuation professionals
- Experience coordinating with outside advisors
- Experience acting as a trusted technical resource for Keystone professionals
- Experience acting as a trusted technical resource for partner CPA firms
- Experience with transaction structure
- Experience with pre-closing tax planning
- Experience with entity restructuring
- Experience with tax modeling
- Experience with purchase price allocation
- Experience with rollover equity
- Experience with seller-focused planning considerations
- Experience with tax due diligence
- Experience with quality-of-earnings follow-up
- Experience with transaction document review
- Experience coordinating with buyer advisors
- Experience coordinating with seller advisors
- Experience explaining tax tradeoffs in practical business terms
- Experience evaluating after-tax proceeds
- Experience evaluating risk
- Experience evaluating timing
- Experience evaluating deal certainty
- Experience coordinating with Keystone Wealth Advisors
- Experience with liquidity
- Experience with investment strategy
- Experience with charitable planning
- Experience with estate planning
- Experience with long-term wealth objectives
- Experience developing transaction-planning tools
- Experience developing standardized processes
- Experience owning senior-level relationships with key clients
- Experience leading high-stakes client meetings
- Experience presenting complex conclusions clearly
- Experience presenting directly
- Experience presenting credibly
- Experience building Keystone's reputation through articles
- Experience building Keystone's reputation through presentations
- Experience building Keystone's reputation through webinars
- Experience building Keystone's reputation through professional education
- Experience building Keystone's reputation through other thought leadership
- Experience developing durable relationships with CPA firms
- Experience identifying broader Keystone opportunities
- Experience leading and developing a fully remote, project-based team
- Experience clarifying roles
- Experience setting priorities
- Experience assigning work based on expertise
- Experience assigning work based on capacity
- Experience maintaining accountability for deadlines
- Experience maintaining accountability for quality
- Experience coaching managers and professionals through complex technical issues
- Experience conducting quality reviews
- Experience ensuring work product is technically sound
- Experience ensuring work product is persuasive
- Experience ensuring work product is practical
- Experience ensuring work product is consistent with firm standards
- Experience recruiting
- Experience onboarding
- Experience retaining
- Experience developing high-performing professionals
- Experience developing future practice leaders
- Experience creating a culture of urgency
- Experience creating a culture of ownership
- Experience creating a culture of collaboration
- Experience creating a culture of candor
- Experience creating a culture of continuous improvement
- Experience overseeing engagement acceptance
- Experience overseeing scope
- Experience overseeing budgets
- Experience overseeing staffing
- Experience overseeing timelines
- Experience overseeing realization
- Experience overseeing profitability
- Experience overseeing billing
- Experience overseeing collections
- Experience coordinating with firm leadership
- Experience proactively identifying technical risks
- Experience proactively identifying legal risks
- Experience proactively identifying reputational risks
- Experience proactively identifying independence risks
- Experience proactively identifying staffing risks
- Experience proactively identifying delivery risks
- Experience establishing quality-control standards
- Experience establishing documentation standards
- Experience communicating status to firm leadership
- Experience communicating risks to firm leadership
- Experience communicating decisions to firm leadership
- Experience communicating clearly to clients
- Experience balancing technical rigor with commercial practicality
- Experience balancing technical rigor with efficient delivery
- Experience establishing credibility as the firm's senior leader for tax controversy
- Experience establishing credibility as the firm's senior leader for advanced research
- Experience establishing credibility as the firm's senior leader for strategic transaction tax planning
- Experience building strong working relationships with Keystone principals
- Experience building strong working relationships with Keystone managers
- Experience creating a reliable process for identifying TSG engagements
- Experience creating a reliable process for scoping TSG engagements
- Experience creating a reliable process for delivering TSG engagements
- Experience developing and executing a multi-year growth plan for TSG
- Experience developing priority services
- Experience developing target referral sources
- Experience developing pipeline
- Experience developing staffing plans
- Experience strengthening the integration of TSG with Keystone Business Brokers
- Experience strengthening the integration of TSG with Keystone Wealth Advisors
- Experience expanding Keystone's reputation as a practical, technically sophisticated resource for business owners
- Experience expanding Keystone's reputation as a practical, technically sophisticated resource for attorneys
- Experience expanding Keystone's reputation as a practical, technically sophisticated resource for CPA firms
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