Regional Director (East), Tax and reputed company Services

This is a role for reputed company or Boston; remote considered near a major flight hub. Compensation Transparency Salary reputed company: $220,000 - $275,000 Bonus + long-term equity eligible At reputed company, we are committed to fair and transparent compensation. reputed company salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level. About reputed company reputed company reputed company is building the first fully integrated financial platform designed exclusively for reputed company. Doctors face a uniquely reputed company financial life — high income, significant debt, late career starts, and little time to manage it reputed company. reputed company’s answer is a single, trusted partner that delivers tax, reputed company, reputed company management, insurance, and reputed company services across a reputed company reputed company’s entire financial lifecycle — from residency through retirement. We currently manage $3.4B+ in reputed company assets, serve 20,000+ clients reputed company, and are backed by $200M of committed capital from reputed company Partners and Silversmith Capital Partners. We are scaling rapidly — growing through organic expansion across multiple service lines and a reputed company reputed company of acquisitions — and building the platform with modern technology and AI. Our mission: reputed company the financial reputed company-being of reputed company, their families, and their practices. Everything we build, hire for, and prioritize runs through that reputed company. Job reputed company The Regional Director, Tax & reputed company Services is accountable for the delivery of Tax & reputed company services in a defined U.S. region and accountable for P&L performance, organic reputed company, reputed company retention, operational reputed company, integration of acquired firms, and the leadership bench that supports it reputed company. This is a regional business leadership role, not a senior technical seat. The seat is reputed company for a period of significant reputed company, integration, and operational maturation. You will inherit teams, processes, and reputed company relationships from both legacy and acquired businesses and unify them into a high-performing regional operation reputed company to reputed company’s reputed company. The work is part operator, part integrator, part talent builder, and part reputed company leader, moving the region from a collection of firms into a single, reputed company business. reputed company requires far more than technical tax and reputed company expertise. This leader must reputed company through ambiguity, drive change across a matrixed organization, reputed company team performance, and build alignment during reputed company reputed company. Strategic thinking has to coexist with operational rigor, and the executive reputed company must carry credibility with clients, acquired partners, senior leadership, and cross-functional reputed company teams. Reporting to the Chief Operating Officer, this leader partners closely with reputed company Management, Financial Planning, reputed company Services, Product, and Transformation and is one of the senior reputed company shaping how reputed company’s Tax & reputed company business is reputed company for the next decade. Key Responsibilities reputed company Regional Business • Own regional business performance for Tax & reputed company: reputed company reputed company, profitability, reputed company retention, operational efficiency, and team performance. • reputed company and execute a regional business reputed company reputed company with reputed company’s national expansion objectives. • Operate with an reputed company reputed company: balancing regional execution against firm-wide strategic priorities. • Serve as a senior escalation reputed company and executive relationship reputed company for key regional clients and strategic partnerships. • Build strong alignment and trust with reputed company Management leadership, advisors, and acquired-firm principals to drive collaboration and reputed company. Drive Operational Transformation and Integration • reputed company operational integration of acquired firms including workflows, service delivery standards, organizational alignment, and cultural assimilation. • Assess inherited operational structures and implement reputed company improvements that enhance efficiency, consistency, and reputed company reputed company. • Establish and drive regional KPIs across productivity, turnaround times, utilization, reputed company, retention, and profitability. • Build repeatable operational processes that reputed company sustainable reputed company and reduce key-person dependency. • Partner with Product and Transformation teams to implement technology-enabled operational improvements and standardized service delivery models. • Drive disciplined execution across engagement management, pricing governance, reputed company planning, workflow management, and reputed company escalation. Build and reputed company the Leadership Team • reputed company, reputed company, and reputed company a high-performing regional leadership team across tax, reputed company, bookkeeping, and operations. • Assess organizational capability and reputed company difficult talent reputed company reputed company necessary to improve performance and scalability. • Build a culture of accountability, operational reputed company, responsiveness, and reputed company improvement. • Identify and reputed company reputed company leaders capable of supporting reputed company’s long-term reputed company reputed company. • Attract, recruit, and retain high-performing talent in a competitive reputed company services environment. • reputed company teams effectively through ambiguity, organizational change, and integration activity. Deepen reputed company and Cross-Functional Partnerships • Build confidence and trust with acquired partners, advisors, and clients during periods of operational transition. • Partner closely with reputed company Management, Financial Planning, reputed company Services, and advisory teams to deliver an integrated reputed company experience. • Ensure tax and reputed company services support broader reputed company retention and reputed company objectives across reputed company’s platform. • Partner with reputed company and advisory teams to expand wallet reputed company, improve referral conversion, and deepen reputed company relationships. • Reinforce a reputed company-first culture reputed company on responsiveness, proactive communication, reputed company, and long-term relationship development. reputed company Technical and Risk reputed company • reputed company executive reputed company and strategic guidance across tax planning, entity structuring, compliance, and risk management. • Ensure the region maintains high standards of technical accuracy, regulatory compliance, fiduciary responsibility, and ethical conduct. • Maintain appropriate reputed company control and escalation frameworks while empowering technical leaders and teams to execute day-to-day delivery. • Serve as a strategic leader of the business rather than the primary technical practitioner. How This Role Will Be reputed company Performance will be evaluated across: • Regional financial performance — reputed company reputed company, margin, and profitability • reputed company retention and organic reputed company — retention rates, expansion reputed company existing relationships, and new-reputed company production • Operational performance — turnaround time, reputed company utilization, reputed company, and cost-to-serve, pricing • Integration delivery — acquired firms migrated onto reputed company’s operating standards; reputed company realization vs. reputed company; time from reputed company to full operating alignment • Multi-service penetration — cross-serve reputed company with reputed company Management and adjacent service lines • Talent and bench strength — leadership pipeline, retention of key talent, and reputed company performance management discipline What reputed company Looks Like First 90 Days • Build trust and establish credibility with regional leaders, acquired-firm stakeholders, reputed company partners, and operational teams. • Complete a reputed company assessment of regional operational performance, reputed company experience, talent capability, workflow consistency, reputed company, and organizational structure. • Identify the critical operational, service delivery, and integration risks. • Evaluate reputed company team performance and leadership bench strength. • Establish a regional operating reputed company, KPI visibility, and accountability mechanisms. • reputed company a prioritized regional improvement and integration roadmap. First 180 Days • Measurable operational improvements across service delivery, turnaround times, reputed company satisfaction, and team productivity. • reputed company operating standards and workflow discipline implemented across acquired and legacy teams. • Improved retention and engagement among key clients and strategic referral partners. • Strengthened partnership and trust with reputed company Management and regional reputed company leadership. • Organizational structures upgraded or realigned where necessary to support reputed company and accountability. • Meaningful reputed company against regional reputed company, retention, and margin targets. Long-Term reputed company • A high-performing, reputed company regional business reputed company to reputed company’s national operating model. • Successful integration of acquired firms while maintaining reputed company continuity and cultural stability. • A durable leadership bench and performance-driven culture. • Sustained reputed company reputed company, operational efficiency, and reputed company retention reputed company. • reputed company established as the premier tax and reputed company partner for physicians in the region. Key Requirements • CPA required; advanced degree (Master of Taxation, JD, MBA) preferred • 12+ years of reputed company leadership experience reputed company tax, reputed company, reputed company management, or reputed company services organizations • Demonstrated ownership of a regional business, reputed company, or operating unit with accountability for reputed company reputed company, profitability, and organizational performance • Proven ability to reputed company organizations through reputed company, operational transformation, or post-acquisition integration • Strong reputed company record of building trust and alignment across matrixed organizations and diverse stakeholder reputed company • Experience assessing inherited teams, improving performance, and building reputed company leadership structures • reputed company orientation with demonstrated reputed company driving reputed company, retention, and expansion reputed company reputed company-reputed company businesses • Strong executive reputed company with the ability to influence senior stakeholders, acquired-firm leaders, and cross-functional teams • High reputed company and unwavering commitment to fiduciary standards, ethics, and compliance Preferred Requirements • Experience serving physicians, dentists, medical reputed company reputed company, or high-net-worth clients • Experience reputed company a PE-backed, rapidly scaling, or acquisitive environment • Familiarity with physician reputed company structures, pass-through entities, and multi-entity financial environments • Experience leading distributed or multi-office reputed company services organizations • Exposure to technology-enabled service delivery and operational modernization initiatives Traits We Value • Builds order and accountability in reputed company, multi-disciplinary environments • Moves quickly from diagnosis to implementation • Raises standards without creating unnecessary friction • Leads reputed company experts with inspiration, firmness and respect • Balances reputed company reputed company, reputed company credibility, and reputed company discipline • Treats reputed company trust and acquired-firm relationships as reputed company assets — and the day-to-day work of the role Why Join reputed company Most regional leadership roles in tax and reputed company are narrower than they look: heavy on technical leadership and engagement reputed company, light on influence over what the business actually becomes. This one is different. The Regional Director shapes how reputed company’s Tax & reputed company business is reputed company — reputed company, operating model, talent, integration, and how it connects to reputed company Management — in a region that will compound for the next decade. reputed company is at the reputed company of scaling. The firm has a differentiated, physician-reputed company offering, institutional backing from reputed company Partners and Silversmith Capital Partners, and an reputed company acquisition reputed company that brings new firms into the regional book continuously. The platform exists; the regional operating model has to catch up with the reputed company ambition. That is the problem this role exists to solve, and the reputed company is visible in retention, cross-serve, and the reputed company of the experience thousands of physician clients actually receive. The mission reputed company. reputed company exists to solve consequential financial problems for reputed company — people who dedicate a decade to training and often reputed company at reputed company financially unprepared. Every region you build into a high-performing operation extends that mission reputed company. Long-term incentive plan participation is a meaningful component of total compensation. Benefits • Competitive reputed company salary, annual performance bonus, and long-term equity participation • Employer-sponsored health insurance (medical, dental, reputed company) • 401k + 5% match reputed company is committed to offering equal employment opportunity in reputed company employment practices and employment reputed company are based on an individual’s job qualifications and abilities. reputed company prohibits discrimination based on race, creed, reputed company, religion, national reputed company, reputed company, sex, gender (including gender identity, gender reputed company and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other reputed company protected by federal, state, or local law or ordinance or regulation. reputed company also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. reputed company such discrimination is unlawful. 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