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 the development of a new Sales & Use Tax Recovery practice at KBKG. Responsible for execution, scaling, and client engagement within the tax recovery sector.
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 6-12 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
Benefits
- Competitive compensation commensurate with experience
- Comprehensive benefits package included
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