Director – Tax Controversy & Strategic Tax Advisory

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish the strategic vision and annual operational framework for the Tax Services Group

• Increase practice revenue, cultivate a qualified pipeline, enhance referral relationships, and boost market visibility while ensuring quality and profitability

• Create new service offerings and spearhead business development initiatives

• Act as the primary technical and leadership liaison between Keystone’s principals and managers

• Convert client goals into engagement scopes, technical workstreams, staffing plans, budgets, and deliverables

• Manage significant federal and state tax controversy issues, including audits, administrative appeals, collection matters, and penalty disputes

• Conduct research and interpret authoritative tax resources, forming defensible technical positions and resolution strategies

• Draft and review technical memorandums, opinion-level analyses, protest letters, responses to information document requests, and other written advocacy

• Collaborate with Keystone Business Brokers and principals on M&A and transaction tax planning

• Provide advice on transaction structure, pre-closing tax strategy, entity restructuring, tax modeling, purchase price allocation, rollover equity, tax due diligence, and transaction documentation

• Coordinate with Keystone Wealth Advisors on liquidity, investment, charitable, estate, and long-term wealth planning

• Manage senior-level client and referral-source relationships and lead high-stakes client meetings

• Enhance market reputation through articles, presentations, webinars, professional education, and thought leadership

• Lead and develop a fully remote, project-based team of about four tax professionals across the United States

• Delegate tasks, maintain accountability, mentor managers and professionals, conduct quality reviews, and recruit and develop talent

• Supervise engagement acceptance, scope, budgets, staffing, timelines, realization, profitability, billing, and collections

• Identify risks related to technical, legal, reputational, independence, staffing, and delivery, and establish quality-control measures

• Communicate updates, 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

• Over 10 years of progressive experience in federal tax law, tax controversy, technical tax consulting, or a closely related specialty

• Extensive knowledge of the Internal Revenue Code, Treasury Regulations, IRS administrative processes, tax research, and controversy principles

• Proven experience leading complex technical matters and producing outstanding written work products

• Established ability to manage senior client relationships, influence executives, and articulate complex tax issues in practical business terms

• Documented success in business development, expanding client relationships, building referral networks, or growing a specialty practice

• Experience in leading managers and professionals in a remote or project-based setting

• Strong commercial judgment, project discipline, communication skills, and personal accountability

• LL.M. in Taxation and/or CPA license is strongly preferred

• Experience representing clients before the IRS and state taxing authorities is strongly preferred

• Background in public accounting, a national tax practice, a tax law firm, or a specialized consulting environment is strongly preferred

• Knowledge of closely held business M&A tax planning, transaction structuring, seller tax modeling, or tax due diligence is strongly preferred

• Experience supporting CPA firms and other professional advisors as a specialized technical resource is strongly preferred

• A significant network of business owners, attorneys, CPAs, bankers, brokers, or other referral sources is strongly preferred

• Experience managing practice economics, including pricing, realization, margin, pipeline, and staffing is strongly preferred

• Familiarity with CCH Axcess, Microsoft Teams, and remote collaboration tools is strongly preferred

🏝️ Benefits

• Performance-based bonus linked to leadership, quality, profitability, and practice growth

• Medical, dental, and vision insurance

• Company-sponsored life insurance

• 401(k) plan with company matching

• Paid Time Off (PTO) and paid holidays

• Fully remote work environment with flexible scheduling

• Company-provided laptop and technology

• Support for continuing education and reimbursement for professional memberships

• Opportunities for leadership development

• A collaborative and entrepreneurial culture