US CPA or JD/LLM Tax: Director of Professional Services

Job Description

Job Description

Job Posting: US CPA or JD/LLM Tax: Director of Professional Services

Job Description:

AO Teams is excited to announce an excellent opportunity for a dedicated and dynamic professional to join our team as the US CPA or JD/LLM Tax: Director of Professional Services for our sister company 3B Tax & Accounting. This full-time position, based in our office, offers the successful candidate a chance to apply their expertise in a significant and impactful role. Please note that this is not a remote job, and the successful candidate will be expected to work onsite.

The Director of Professional Services will hold a pivotal role in leading our strategies and implementations in the areas of tax consulting and financial services. This position will directly contribute to scaling our accounting product to a substantial client base, including achieving specific quantifiable targets. We are looking for someone with a strong background in U.S. tax laws, excellent leadership skills, and a proven track record of managing high-performing teams within finance and tax departments.

Duties and Responsibilities:

• Lead and manage a team of Certified Public Accountants (CPAs), Controllers, and Client Success representatives.
• Drive the strategy and execution for both finance focus clients and tax tactics service offerings.
• Ensure service deliverables meet client expectations and support client retention and satisfaction metrics.
• Develop and maintain strategic plans aimed at capitalizing on market opportunities and expanding product offerings.
• Monitor changes and updates in U.S. tax laws and regulations to ensure all service offerings are compliant and up to date.
• Collaborate with Chief Financial Officer (CFO) and Chief Executive Officer (CEO) in setting comprehensive goals for performance and growth.
• Oversee financial management, planning, systems, and controls within the department.
• Prepare detailed reports on the department’s results for senior management and external regulatory bodies.
• Enhance and refine client service procedures and practices to enhance quality and efficiency.
• Scale accounting products to meet monthly and quarterly client acquisition targets as defined in the performance indicators.

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of eight years of experience in a leadership role within the finance or taxation area.
• Active United States CPA License is mandatory.
• Experience working in SaaS, Venture Capital, BPO, or BPaaS environments.
• Background in FinTech or Big 4 public accounting preferred.
• Previous exposure to Investment Banking or high-scale AI/ML (Artificial Intelligence/Machine Learning) products beneficial.
• Proven experience in roles with similar responsibilities and scale, specifically in managing broad-scale financial and tax-related services.
• MBA preferred.
• Proficiency in using software and tools like HubSpot, QBO, and Syft Analytics desirable.
• Strong track record in meeting or exceeding set KPIs, especially in client targets and achieving net run rates over $2 million.