Director of Tax Services

Foguth Financial Group is seeking an exceptional tax professional to become the founding leader of our new Tax Services division.

This is a rare opportunity to build and lead a tax practice within one of Michigan's fastest-growing Registered Investment Advisory (RIA) firms. As the first hire on our Tax Services team, you will be responsible for creating the vision, processes, technology, staffing model, and client experience that will support more than 3,000 existing wealth management clients and drive the future growth of the department.

The Director of Tax Services will oversee the end-to-end tax preparation and tax planning process while building a world-class, client-first tax operation that integrates closely with our Financial Advisors, Wealth Management team, and Client Service professionals. This role offers significant autonomy and leadership responsibility, allowing the successful candidate to design, build, and scale the department according to their expertise and vision.

In addition to serving our established client base, this leader will play a critical role in expanding the firm's tax services through new client acquisition, advisor referrals, strategic growth initiatives, and cross-functional collaboration. The ideal candidate combines advanced tax expertise with entrepreneurial drive, operational leadership, business development acumen, and a passion for delivering exceptional client experiences.

We are seeking a leader who is excited by the opportunity to build something meaningful for the long term, establish a culture centered around exceptional client service, and create a scalable tax platform that can grow alongside the firm's continued expansion.

This is not simply a tax preparation position. It is a unique opportunity to create, lead, and grow a premier tax-services platform within a rapidly expanding wealth management organization.

• Build and lead a Tax Services division from the ground up with executive-level support and resources.
• Serve an established base of more than 3,000 wealth management clients who represent immediate tax-service opportunities.
• Join one of Michigan's fastest-growing independent wealth management firms, currently operating 16 offices with continued expansion plans.
• Work closely with Financial Advisors to identify tax-planning opportunities and strengthen client relationships.
• Benefit from a consistent pipeline of prospective clients generated through the firm's existing wealth management operations.
• Shape the future growth strategy, service model, technology platform, and client experience of the tax division.
• Build a team, culture, processes, and operating structure aligned with your professional vision.
• Participate in creating a fully integrated Wealth Management and Tax Services experience that delivers exceptional value to clients.
• Enjoy the resources and support of an established organization while maintaining the entrepreneurial excitement of building something new.

• Oversee the preparation and completion of tax returns for approximately 3,000 wealth management clients.
• Personally prepare and/or review complex individual tax returns as needed.
• Establish standardized processes and procedures for tax return preparation and review.
• Ensure accurate and timely completion of federal, state, and local tax returns.
• Review returns for accuracy, completeness, tax law compliance, and planning opportunities.
• Identify opportunities to improve clients' tax positions through appropriate tax-planning strategies.
• Maintain current knowledge of federal and state tax laws, regulations, and filing requirements.
• Coordinate with outside CPAs, attorneys, and other tax professionals when appropriate.
• Build, lead, and continuously improve the firm's Tax Services division.
• Develop staffing requirements, organizational structure, workflows, capacity plans, and service standards to effectively support approximately 3,000 clients.
• Recruit, train, mentor, manage, and evaluate tax professionals and support staff as the department grows.
• Establish quality-control and review procedures to minimize errors and missed deadlines.
• Develop standardized tax-return checklists, client questionnaires, document-request processes, and review procedures.
• Monitor department productivity, turnaround times, outstanding client information, and filing deadlines.
• Establish department performance metrics and reporting.
• Determine which returns should be…