Director of Tax Advisory & Knowledge Operations

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Posted Jun 17, 2026

Remote · US Full Time

$130K – $150K/yr

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Overview

A California-based tax strategy and advisory firm serving high-income W-2 professionals and service-based business owners with major 7- and 8-figure annual revenue is seeking a Director of Tax Advisory & Knowledge Operations. The firm’s clients are primarily in the San Francisco Bay Area technology sector, with many being first-generation Indian immigrants facing complex US tax issues related to equity compensation, charitable planning, real estate, and cross-border family financial planning. This is a full-time, remote position open to candidates anywhere in the United States.

Responsibilities

Lead day-to-day client advisory meetings, including preparing planning analyses, equity-compensation deep dives, and year-end tax-strategy sessions.
Explain complex tax positions clearly and partner with the CEO on high-stakes client conversations.
Handle inbound prospect qualification calls, assessing fit based on income, business structure, complexity, and geography; book qualified prospects for CEO follow-up.
Manage the firm’s knowledge-operations infrastructure, including strategy calculators, content, AI-avatar knowledge base, and supporting tools.
Oversee project management for a distributed production team, breaking down deliverables, assigning tasks, setting deadlines, tracking progress, and certifying output accuracy.
Serve as the firm’s internal technical authority, reviewing aggressive tax strategies and coordinating with outside tax controversy counsel on complex issues.
Review tax returns for quality control, focusing on non-routine deductions, complex equity compensation, and aggressive positions.
Manage compliance related to Forms 8283, 8275, 8918, and the firm’s workpaper protocols.

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Required Qualifications

Active US CPA license or US Enrolled Agent (EA) credential (CPA preferred).
5 to 10 years of US tax experience with demonstrated expertise in advanced individual taxation for high-income professionals.
Strong client-facing communication skills, able to explain complex tax concepts in plain English.
Proven project management experience leading end-to-end content or product builds with distributed teams.
Authorized to work in the United States as a W-2 employee.

Preferred Qualifications

LLM in Taxation or law degree.
Experience at Big 4 or comparable US-tax-focused practice.
Prior consulting or advisory firm experience with client intake or prospect qualification.
Direct experience with high-net-worth tax planning or M&A tax.
Subject-matter expertise in areas including:
- Charitable contributions (Sections 170, 170(m), 170(e))
- Equity-compensation taxation (Sections 83, 83(b), 421-423, 409A, ISO/AMT interaction, ESPP qualifying dispositions)
- Partnership pass-through strategies (Subchapter K basics)
- Real estate tax (Sections 469, 1031, cost segregation, STR loophole)
- Preparer standards (Section 6694) and Circular 230 (Sections 10.34, 10.37)
Ability to write clear client memos and technical memos for outside counsel.
Familiarity with US tax issues common to first-generation Indian-immigrant professionals, including NRI/RNOR/ROR status, India-US Totalization, repatriation, and dual-residency family structures.
Experience with TaxDome, ProConnect, TaxGPT, TaxPlanIQ/Instead, or similar tax planning software.

Compensation & Benefits

Competitive US base salary.
$5,000 per year tax-free health coverage reimbursement through a Qualified Small Employer Health Reimbursement Arrangement (QSEHRA).
Participation in a Safe Harbor 401(k) plan with a 3% employer match, fully vested immediately.
Paid vacation, sick leave, and company-paid holidays in accordance with applicable laws.
Annual professional development budget of $3,000 to $5,000 for continuing education, conferences, tax research software, and professional resources.

Performance Metrics

The Director will be evaluated annually based on:

Client retention rate weighted by client revenue.
Knowledge operations deliverable throughput, including calculators shipped and content published.
Quality of strategy reviews, aiming for zero IRS examination findings, no malpractice exposure, and clean outside-counsel handoffs.

Quarterly check-ins with the CEO will assess progress and recalibrate goals.

Growth Path

This is a long-term, career-track role with expected portfolio expansion over years 2 and 3, potentially including leading additional team members and assuming greater strategic responsibilities. Title progression and equity participation will be discussed at the Year 2 review based on performance and firm growth.

Employment & Work Logistics

Full-time, salaried, exempt W-2 employee position.
Employment is at-will.
Fully remote, open to candidates across the United States; no relocation required.
Payroll registered in the employee’s state of residence.
Work hours require meaningful overlap with US Pacific Time business hours for client and CEO interactions.
Coordination with a Philippines-based production team will involve asynchronous communication across time zones.

Equal Opportunity

The employer is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, or any other protected characteristic.