Director​/Principal, Tax Controversy & Strategic Tax Advisory

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Director / Principal, Tax Controversy & Strategic Tax Advisory

Director / Principal, Tax Controversy & Strategic Tax Advisory
Fully Remote Remote Worker - N/A

Full-time

Description

Location: Remote (U.S.)

Preferred

Work Schedule:

Pacific Time Zone or ability to support Pacific Time Zone business hours

Job Type: Full-Time

Salary: $150,000-$300,000 annually, depending on experience

Bonus Opportunity: Performance-based bonus tied to leadership, quality, profitability, and practice growth

Keystone CPAs is seeking a senior tax leader to direct and grow our Tax Services Group (TSG), a specialized national practice that helps small and midsize business owners, CPA firms, and advisors resolve complex tax matters and make better strategic decisions. This is not a traditional engagement-manager role. The successful candidate will own the growth and direction of the practice, serve as a primary bridge between Keystone’s principals and managers, lead our most complex controversy and research matters, and support tax planning for mergers and acquisitions involving Keystone Business Brokers clients.

Depending on experience, credentials, leadership history, and demonstrated practice-building ability, the successful candidate may be considered at the Director or Principal level.

Keystone is an integrated advisory firm focused on helping small and midsize business owners build stronger companies and better financial lives. We help clients improve performance, increase enterprise value, create scalable businesses that are not overly dependent on the owner, prepare for and potentially execute a business sale, and convert business success into long-term personal wealth.

Our platform brings together Keystone CPAs, Keystone Business Brokers, and Keystone Wealth Advisors. This allows us to support owners throughout the business lifecycle - from accounting, tax compliance, CFO advisory, and strategic planning, through transaction preparation and execution, and ultimately into personal wealth planning, investment management, and legacy planning.

The Tax Services Group is a key part of this integrated model. TSG handles sophisticated tax issues that extend beyond traditional return preparation, including federal and state controversy, advanced tax research, technical memorandums, strategic planning, and transaction tax consulting.

The Director / Principal will be the senior practice leader for TSG. This individual will combine technical tax depth, executive-level client service, business development, team leadership, and sound commercial judgment. The role is accountable not only for the quality and delivery of engagements, but also for growing the practice, strengthening Keystone’s market position, and ensuring TSG expertise is effectively deployed across the firm.

A central responsibility is serving as the primary technical and leadership interface between Keystone’s principals and managers. The Director / Principal will help identify client needs, frame the right scope, assemble the right team, guide complex analysis, communicate recommendations, and ensure that controversy, research, planning, brokerage, and wealth-advisory opportunities are coordinated in the client’s best interest.

• 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 strong quality and profitability.
• Identify and develop new service offerings that respond to recurring client and…