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Tax Operations Director
Tax Operations DirectorHarrison Gray Search and Consulting LLC • Rockford, IL, United States
Tax Operations Director

Tax Operations Director

Harrison Gray Search and Consulting LLC • Rockford, IL, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Harrison Gray Search has partnered with a fast-growing wealth advisory firm to find their next Tax & Consulting Operations Director in the greater Chicagoland area.

The Role

This is a high-impact, leadership role designed for someone with strong business acumen, a hands-on mindset, and a passion for driving team performance. You'll serve as a key member of the division's leadership team, collaborating with Regional Directors and senior stakeholders to align day-to-day execution with long-term strategy.

We're looking for an operationally minded CPA or EA with proven experience in professional services, preferably within tax, accounting, or financial consulting. This is a unique opportunity to help shape the systems, people, and culture of a high-performing organization poised for significant growth.

Role Overview

The Director of Operations will lead operational strategy and execution across the Tax & Consulting group, overseeing workflows, resource planning, team structure, and policy implementation. This role is instrumental in ensuring scalable processes, consistent client experience, and strong internal coordination.

Key Responsibilities

Strategic & Operational Leadership

  • Lead process optimization efforts, including systems upgrades, workflow enhancements, and performance tracking.
  • Partner with senior leadership to implement both short- and long-term operational initiatives.
  • Oversee the development and execution of succession planning and employee development programs.
  • Ensure operational alignment across regions and functions through clear communication and cross-functional coordination.

People & Culture

  • Hire, mentor, and develop a high-performing team with clear performance metrics and succession plans.
  • Provide ongoing coaching and feedback to direct reports and staff across multiple offices.
  • Create and manage staffing models to ensure the right team composition and resource allocation.
  • Foster a culture of accountability, innovation, and continuous improvement.

    • Process & Infrastructure

  • Analyze and restructure internal workflows to maximize team efficiency and productivity.
  • Develop tools and dashboards to track key operational KPIs, including employee utilization and service delivery metrics.
  • Lead administrative and compliance functions, including financial reporting, budgeting, and internal controls.
  • Serve as a liaison between the Tax & Consulting division and other business units to ensure integrated service delivery.

    • Collaboration & Communication

  • Work closely with Regional Directors and other leaders to maintain cohesive operational execution across markets.
  • Participate in leadership meetings and provide updates on team performance, budget progress, and strategic initiatives.
  • Communicate effectively across all levels of the organization to align on objectives and priorities.

    • Supervisory Responsibilities

  • Directly manage a team of operational and administrative professionals.
  • Provide leadership support to subordinate managers, helping them navigate personnel decisions and performance issues.
  • Maintain a consistent feedback loop with staff, including performance reviews and growth planning.
  • Cultivate a transparent, inclusive culture that encourages innovation and open communication.

    • Position Logistics

  • This role will ideally be based in Rockford, IL, but may also be located in one of the company's other offices in the greater Chicagoland area.
  • During peak season (January-April), you can expect to work 55-60 hours per week .
  • This is a full-time leadership position with cross-functional visibility and strategic influence.

    • What You Bring

    Education

  • Bachelor's degree in Business, Accounting, Finance, or related discipline required.
  • Advanced degree preferred.
  • Active CPA or EA designation is required.

    • Experience

  • 5-10 years in a senior operations or leadership role, ideally within a tax, financial, or professional services setting.
  • Demonstrated success in people leadership, strategic execution, and systems / process development.

    • Core Competencies

  • Strategic thinker with excellent problem-solving and analytical abilities.
  • Proven track record of driving organizational change and performance outcomes.
  • Excellent communication and interpersonal skills at all levels of the organization.
  • Strong coaching, mentoring, and team development capabilities.

    • Why This Opportunity Stands Out

  • Be part of an employee-empowered, mission-driven firm committed to doing what's right for both clients and team members.
  • Help shape the operational infrastructure of a forward-thinking, values-oriented company.
  • Work in an environment that emphasizes innovation, integrity, collaboration, and continuous improvement.
  • Enjoy access to a wide range of employee benefits, development opportunities, and team recognition programs.

    • Compensation & Benefits

  • Competitive base salary ranging from $127k - $175k, with additional incentive opportunities.
  • Comprehensive benefits available on Day One, including :
  • Multiple medical plan options and wellness accounts (HSA / FSA)
  • Dental and vision coverage
  • Company-paid life, AD&D, and disability insurance
  • 401(k) with company match (Roth and Traditional)
  • Generous paid time off, including summer hours and additional time post-tax season
  • Paid parental leave and personal leave options
  • Professional development leave and certification support
  • Wellness and fitness reimbursements
  • Company swag allowance and exclusive employee discounts
  • Employee recognition programs and team incentive plans
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