Role Summary

Small and medium size businesses deserve more than a once-a-year scramble with their tax preparer - and so does the team delivering it. At Arvo Advisors, we've built something better: a year-round, proactive tax planning and preparation service that gives SMBs access to enterprise-grade expertise, powered by smart technology and backed by Big Four experience.

The Director of Tax Operations (Advisors) is the person who makes that service operate smoothly. You'll own end-to-end delivery of Arvo's tax preparation and planning product line - the workflows, the quality standards, the team development, and the client outcomes. While tax preparation and strategy is your bread and butter, you'll also partner closely with our Tax Credit practice to ensure clients get a seamless, holistic experience.

This is a builder's role for someone who wants operational ownership, not just oversight.

Why This Role Matters

This role ensures the integrity of our core tax product. By professionalizing the tax function and optimizing delivery, you allow the firm to scale its tax credit and filing services reliably, directly impacting client retention and the firm’s reputation in the market.

Key Responsibilities

• Functional Ownership: Lead the tax compliance department’s strategic direction, ensuring service offerings remain compliant and competitive.

• Team Leadership: Direct management of tax staff, including performance reviews, technical mentorship, and resource allocation.

• Workflow Optimization: Design and implement standardized workflows to improve throughput and accuracy during peak seasons.

• Technical Oversight: Partner with our Tax Technical team to act as the final point of escalation for complex tax technical issues and high-stakes client engagements.

• Quality Control: Establish and enforce rigorous review standards for all tax deliverables and work papers.

• Capacity Planning: Manage seasonal staffing levels and internal resource distribution to meet filing deadlines.

• Tech Integration: Collaborate with product teams to provide feedback on internal tools and automate manual tax processes.

• Risk Management: Monitor changes in tax law and implement necessary updates to firm procedures and client advice, in collaboration with and supported by our tax technical team.

• Stakeholder Reporting: Provide regular updates to the President on departmental KPIs, including margin, realization rates, and error rates.

• Client Management: Handle high-level client relationships and complex technical consultations as needed.

• Product Innovation: Leverage your subject matter expertise to partner with the Product Management & Technology teams at Arvo Tech, ensuring our software is purpose-built to deliver a superior experience for our team and clients.

Required Qualifications

• 10+ years of progressive tax experience in a public accounting or professional services environment.

• Active CPA or Enrolled Agent (EA) license.

• Proven experience managing a team of at least 5–10 tax professionals.

• Strong proficiency with modern tax software and cloud-based practice management tools.

• Demonstrated ability to lead a team through multiple high-volume tax seasons with a focus on quality and morale.

Preferred Qualifications

• Experience in a "Big 4" or large regional firm environment.

• Proven track record of building and scaling tax departments from the ground up, including experience with talent acquisition, organizational design, and culture-setting in a growth environment.

• Experience working within a high-growth, tech-enabled, or "startup" accounting environment where processes are frequently being built or refined.