Tax Transactions and Advisory Director acting as a key advisor for transactional and advisory tax matters. Leading tax strategies for acquisitions, mergers, and corporate transactions.
About the role
- Director of Sales Tax Recovery leading KBKG's new tax recovery practice. Responsible for building and executing sales & use tax recovery engagements with a focus on quality and compliance.
Responsibilities
- Lead and deliver sales & use tax recovery engagements with a focus on quality, compliance, and client experience.
- Build and standardize methodologies, SOPs, templates, and quality control processes.
- Partner with Account Directors to identify opportunities, support free analyses, and close engagements.
- Own pipeline management, forecasting, and reporting in Salesforce.
- Manage delivery capacity and determine when temporary third-party resources are required.
- Develop the roadmap to fully internalize delivery within 612 months.
- Leverage technology and automation to increase efficiency and scale.
- Support future growth initiatives including audit defense, compliance, and acquisitions.
- Hire, mentor, and develop analysts or support staff as the practice grows.
- Uphold and reinforce KBKGs core values in all client and internal interactions.
Requirements
- CPA preferred; significant sales & use tax or SALT experience required.
- 10+ years of progressive tax practice experience (public accounting, consulting, or industry).
- Demonstrated experience leading complex tax engagements.
- Strong commercial mindset with comfort in client-facing sales and presentations.
- Experience working with CPAs and CPA referral channels strongly preferred.
- Ability to build processes from the ground up in a growth environment.
- Salesforce or CRM pipeline management experience preferred.
- Strong communication, leadership, and organizational skills.
Benefits
- Comprehensive benefits package included.
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