Tax - Director in Charge, Tax Operations and Transformation (Public Accounting) - job 1 of 3

About Kreischer Miller

Kreischer Miller's Retained Executive Search Group takes a highly personalized and collaborative approach to executive recruiting.  We working on a  directly with owners of privately-held and family-owned companies to help build their leadership teams. Our goal is to find the best fit for your organization – top-tier executives who will make an immediate and long-term positive impact on your company.  We are excited to work on a search for our favorite client - OURSELVES!!  Our Search Group has a proven track record of locating talented senior-level executives. We are proud to be a perennial name on Philadelphia Business Journal’s list of Top 10 Retained Search Firms.

About The Function

We are conducting an internal search for Kreischer Miller as we continue to prosper and grow! With almost 300 team members located in Horsham, PA, we are currently seeking our next Director in Charge, Tax Operations and Transformation.  The Director in Charge will report to our Managing Partner and work out of Horsham, PA Office with an outstanding team.

About Us:

Kreischer Miller is an advisory, audit and accounting, and tax firm serving the Greater Philadelphia and Lehigh Valley areas. We take an advisory approach in everything we do, working diligently to understand what your business needs to move ahead and providing the tools and guidance to help you get there.  We are a forward-thinking firm and pride ourselves on delivering exceptional service to our client base while fostering a culture of innovation, collaboration, and continuous improvement. As we continue to grow and evolve, we are seeking a visionary and transformative leader to head our Tax Department and drive strategic initiatives that will enhance our service offerings and operational efficiency.

Position Summary:

The Director of Tax Operations and Transformation will be responsible for leading a $20M Tax Department, setting a strategic vision, and spearheading transformational initiatives to enhance client service, improve operational processes, and drive sustainable growth. This role requires a deep understanding of executive leadership, a passion for innovation, and an understanding of the professional services industry to guide a team of tax professionals toward achieving organizational objectives.

Key Responsibilities:

Strategic Leadership:

• Develop and implement a strategic vision for the Tax Department aligned with the firm’s overall goals
• Identify and capitalize on growth opportunities, including new service offerings and market expansion
• Work closely with Marketing Director to coordinate marketing initiatives
• Lead the department in adapting to changes in tax regulations, technology and industry trends

Transformation and Innovation:

• Oversee efforts to modernize and streamline tax processes, enhance client service, leverage technology and automation
• Drive a culture of client service, continuous improvement and innovation within the team
• Oversee the implementation of new tax software, tools, and systems to enhance efficiency and client service
• Build and oversee our offshore service center

Team Leadership and Development:

• Lead, mentor, and develop a high-performing team of tax professionals
• Foster a collaborative and inclusive work environment that encourages professional growth and development consistent with Kreischer Miller’s values
• Set clear performance expectations and ensure that regular data-driven feedback is provided to team members
• Work with team members to identify training and development opportunities that support growth and performance initiatives
• Oversee development plans for entire team, including future leaders

Operational Excellence:

• Manage the department’s budget, headcount, ensuring efficient allocation of resources and cost-effective operations
• Ensure proper leverage of staff to drive profitability
• Develop pipeline reporting, financial forecasting, and resource planning processes
• Establish and monitor key performance indicators (KPIs) to measure the success of the department’s initiatives, including utilization and realization rates
• Oversee efforts to ensure that engagements (both new and recurring) are assigned to personnel based on qualifications and capacity
• Ensure compliance with all relevant laws, regulations, and ethical standards

Qualifications:

• Bachelor’s degree in Accounting, Economics, Finance, or a related field
• CPA certification and tax experience highly desirable
• Preferably, 10+ years of experience as a tax department leader in public accounting, although other professional services leadership experience will be considered
• Exceptional leadership, communication, and interpersonal skills
• Demonstrated ability to manage change and drive transformational initiatives
• Additionally, experience in the following areas is a plus:
  • Strategic planning
  • Workforce planning/forecasting
  • New technology implementation
  • Process improvement
  • Implementing onshore/offshore processing
• Only candidates legally eligible to work in the US without sponsorship can be considered 
• Local candidates preferred