Director, Tax Client Experience

• →Build, lead, and develop high-performing leaders and associates.
• →Create clear career pathways and development opportunities that support organizational growth.
• →Foster a culture of accountability, collaboration, innovation and continuous improvement.
• →Provide coaching and guidance to leaders while building leadership bench strength.

• Champion the advisor/partner experience across all scalable service models.
• Ensure support structures align with advisor/partner needs and evolving business demands.
• Partner with Sales and Relationship Management teams to proactively address service opportunities and risks.
• Utilize client and advisor feedback to inform service enhancements and operational improvements.

• Collaborate with senior leaders across Service, Operations, Sales, Product, and Technology.
• Drive adoption of tools, reporting, and workflow enhancements that improve visibility and efficiency.
• Lead change management efforts associated with new programs, processes, and organizational initiatives.
• Identify innovative solutions that enable scalability while maintaining a high-quality service experience.

• We operate on a 3/2 day hybrid work arrangement.  3 days in office (San Dimas) and 2 days at home.
• 8+ years of experience in Tax and Payroll with customer/client-centric or customer/client advocacy positions/leadership managing client facing associates or teams

A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include: 

• Experience noted above OR 
• Military experience where leadership, adaptability, organization, and problem-solving skills contributed to team and operational success. 

YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: 

• Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights. 
• Belong by joining one of nine Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
• Grow your career in an agile, fast-paced environment with plenty of opportunities to progress.
• Continuously learn through ongoing training, development, and mentorship opportunities.
• Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones. 
• Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. 
• Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live. 
• Get paid to pay it forward. Company-paid time off for volunteering for causes you care about. 

What are you waiting for?  Apply now!