Tax Director

Make Your Mark at Revolution Group

Are you a CPA who wants to do sophisticated, high-complexity tax work — without sacrificing your life to do it?

At Revolution Group, LLC, we’re looking for a Tax Director to sit at the intersection of tax execution and wealth strategy for our ultra-high-net-worth client base.

This is not a high-volume tax role.

This is not a traditional public accounting environment.

This is not an 80-hour-a-week job during busy season — or any season.

This role is built around tax planning first. Return preparation is part of the job, but it’s not the point of the job — it’s the byproduct of doing planning well. We built this role around a consistent 40–45 hour week, all year long, with a deliberately curated client base (a mix of 1040s, S-corps, trusts, and LLCs) — a small fraction of what a typical tax manager carries elsewhere.

We’ve grown quickly since launching this practice and will keep adding clients, but we’re growing on purpose: we’re protecting depth over volume so the team can do real strategic work on every relationship, not just push returns out the door.

Revolution Group, LLC isn’t just another firm; it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC‑registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high‑net‑worth individuals and families, delivering results that matter.

We’re a REAL FIDUCIARY, fee‑only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward‑thinking. Our goal? Measurable success — for our clients and our team.

As our Tax Director, you’re being hired primarily for your planning mind, not your production speed. You’ll sit in on client meetings alongside the advisory team and join internal strategy sessions where we dig into creative tax planning and complexities for each client. Your tax expertise directly shapes the advice our clients receive. Return preparation rounds out the role and keeps you close to the details that make planning effective — but it’s secondary to the planning work itself.

This role sits at the center of:

• Strategy — leading tax planning and contributing tax perspective to client planning conversations

• Systems — building the infrastructure that lets our tax function scale without losing quality

• Execution — preparing and managing filings with precision, in support of the plan

Strategy & Client Collaboration (primary focus)

• Lead and contribute tax planning strategy for each client, ahead of and alongside the advisory team

• Sit in on client meetings as part of the advisory team

• Partner with advisors in internal strategy sessions to build a tax plan for each client

• Support direct client‑facing tax communication and delivery

Tax Execution & Preparation (supporting the plan)

• Prepare individual and business tax returns for UHNW clients (1040s, S‑corps, trusts, LLCs)

• Manage tax filing and extension workflows with accuracy and timeliness throughout the year

• Ensure compliance with federal and state tax regulations

Operational Excellence

• Improve and maintain tax onboarding processes

• Build scalable workflows to support a growing client base

• Identify opportunities for automation and efficiency improvement

Quality Control

• Ensure accuracy and completeness of all filings

• Reduce errors, rework, and inefficiencies

• Maintain a high standard of client deliverables

Growth & Beyond-the-Return Opportunities

• Opportunities to take on consulting work with clients beyond…