Chief Knowledge Officer / Tax Director

Job Title: Chief Knowledge Officer/Tax Director Department:

Operations Reports To: CEO Location: Plano, TX Experience: 12-15 years Qualifications:

CPA, EA Pay Range - $150000 to $180000 The Role: We seek a highly skilled and experienced tax professional with an entrepreneurial spirit to serve as our Chief Knowledge Officer (CKO) for US Business Tax. If you're a former associate partner or principal in a smaller firm with past Big 4 experience, this is a unique opportunity to have a significant impact on our rapidly growing company.

Key Responsibilities: Serve as the in-house subject matter expert on US business taxation (form 1120, 1120S, 1065, 5471, 5472, 8865,1041, partnerships/K-1s, non-profits, trusts, etc.). Prepare and review complex US business tax returns across a diverse client base. Build strong client relationships: directly engage with clients to address inquiries, resolve complex tax issues, and proactively explore potential opportunities for added value.

Develop and maintain a centralized knowledge repository for US business tax laws, regulations, and best practices, keeping it consistently updated. Critically analyze and optimize tax preparation workflows for efficiency and accuracy, identifying potential areas for automation and scalable solutions Provide strategic insights and recommendations on US business tax matters to firm leadership, influencing the direction of the practice. Qualifications CA, CPA, or EA strongly preferred.

Advanced tax-related certifications or degrees are highly advantageous. Minimum of 15 years of experience in US tax services, with a significant focus on business taxation. Proven track record of successfully handling complex US business tax returns across diverse industries and client sizes.

Demonstrable expertise in a broad range of business tax forms, including 1120, 1120S, 8865, partnerships/K-1s, non-profits, and trusts. Experience in training, coaching, and team leadership at various levels.