Job Description
Regional Director, Tax & Accounting Services – West U.S.
We’re seeking a regional business leader (not a heads-down technical role) to own and grow our Tax & Accounting business across the West U.S.
You’ll inherit teams, processes, and client relationships from both legacy and acquired firms, and turn them into one high-performing, integrated regional operation aligned to a national vision.
Location: This is a remote role for the Western US; San Francisco Bay area or Dallas preferred.
What You’ll Own
Lead the Regional Business:
Full accountability for revenue growth, profitability, client retention, and team performance.
Build and execute a regional strategy aligned with national expansion.
Act as executive sponsor and escalation point for key clients and partners.
Partner closely with Wealth Mana...