Director of Tax Advisory & Knowledge Operations

TURNKEY FINANCIAL SOLUTIONS, INC.

Union City, California

DIRECTOR OF TAX ADVISORY & KNOWLEDGE OPERATIONS

Remote — Anywhere in the United States Full-time W-2 Employee Long-term, Career-Track

About Us

Turnkey Financial Solutions, Inc. (TFS) is a California-based tax strategy and advisory firm serving high-income W-2 professionals and service-based business owners with major 7- and 8-figure annual revenue. Our clients are concentrated in the San Francisco Bay Area technology sector. A significant proportion of our W-2 client base are first-generation Indian immigrants navigating sophisticated US tax challenges around equity compensation (RSUs, ISOs, NSOs, ESPPs, AMT), charitable planning, real estate, and cross-border family financial planning. We have built a strong reputation in our market — 91 five-star reviews — and we are now adding a senior credentialed advisor to grow with the firm long-term.

The Role

The Director of Tax Advisory & Knowledge Operations is the firm's senior credentialed advisor. You will work in partnership with the CEO across three integrated functions: (1) leading day-to-day client advisory and prospect-qualifying conversations; (2) driving the firm's knowledge-operations infrastructure — the calculators, content, AI-avatar knowledge base, and supporting tools that scale the firm's advisory output; and (3) serving as the firm's internal technical authority, with backup from outside tax controversy counsel on the most complex strategy questions.

If you are a US-credentialed tax professional who is equally comfortable explaining an ISO disqualifying disposition to a Bay Area engineer on Zoom and managing a content-production project across a distributed team — and you want a long-term seat with a growth path at a sophisticated small firm — this role is for you.

Day-to-Day Responsibilities1. Client Advisory (primary)

Lead day-to-day client advisory meetings. Prepare planning analyses, equity-compensation deep dives, and year-end tax-strategy meetings. Explain complex tax positions in plain English. Partner with the CEO on the firm's highest-stakes client conversations; carry the day-to-day relationship on the rest.

2. Prospect Qualifying (secondary)

Take inbound prospect interest calls. Qualify on fit (income level, business structure, complexity, geography). Explain TFS's services and book qualified prospects with the CEO for closing. Handle straightforward engagements end-to-end as judgment matures. This is not a cold-sales role; you receive warm inbound leads generated by the firm's marketing pipeline.

3. Knowledge Operations (significant)

Own the firm's strategy-calculator portfolio and content infrastructure. Drive the project-management cycle across the firm's Philippines-based production team: Michelle (strategic technician / formulas), Anna (videos), and Joice (templates and TaxDome). You break down each new calculator into sub-deliverables, assign work, set due dates, track status, and drive to completion, coordinating asynchronously across time zones. You are the technical reviewer who certifies output accuracy before it ships. The firm's AI-avatar knowledge base and sales-enablement content sit in your portfolio.

4. Technical Review & Risk Management (with outside counsel backup)

Review aggressive tax strategies the firm considers placing with clients. Identify the issues that require outside counsel — §170(m) qualified intellectual property, §170(e) ordinary income property, disguised sale, economic substance, reportable transaction status, Circular 230 written-advice exposure. Coordinate with the firm's outside tax controversy counsel on the highest-risk matters; serve as the in-house interlocutor who packages questions for counsel and translates responses into firm policy. You are not solo on the most difficult technical calls — counsel is the safety net.

5. Tax-Prep QC and Disclosure Compliance (operational)

Review prepared returns flowing through the ProConnect pipeline before signature, with focus on returns claiming non-routine deductions, complex equity compensation, or aggressive positions. Own Form 8283 substantiation, Form 8275 disclosure decisions, Form 8918 material advisor compliance (where applicable), and the firm's workpaper protocol for strategy-gating documentation.

Required Qualifications

• Active US CPA license OR US Enrolled Agent (EA) credential. CPA preferred; EA acceptable for candidates with otherwise exceptional fit.
• 5 to 10 years of US tax experience, with demonstrated depth in advanced individual taxation for high-income professionals.
• Strong client-facing communication. You can explain an AMT cliff to a non-expert in under five minutes without jargon.
• Project-management discipline. You have led at least one end-to-end content or product build with a distributed team, and you can show what shipped.
• Authorized to work in the United States and able to be employed as a W-2 employee. This is not a contractor or overseas engagement.

Preferred Qualifications

• LLM in Taxation, or law degree.
• Big 4 or comparable US-tax-focused practice experience.
• Prior consulting or advisory-firm experience with consultative client intake or prospect-qualifying responsibilities.
• Direct experience with HNW tax planning or M&A tax.
• Subject-matter competence in: §170 (charitable contributions, including §170(m) and §170(e)), equity-compensation taxation (§83, §83(b), §421–§423, §409A as applied to NSOs, ISO/AMT interaction, ESPP qualifying dispositions), Subchapter K basics for partnership pass-through strategies, real estate tax (§469 passive losses, §1031, cost segregation, STR loophole), §6694 preparer standards, and Circular 230 §10.34 and §10.37.
• Reading and writing fluency in US tax law. You can write a one-page client memo on a §83(b) decision and a one-page technical memo for outside counsel, and you know the difference between the two.
• Familiarity with the US-tax issues common to first-generation Indian-immigrant professionals — NRI/RNOR/ROR status, India–US Totalization, repatriation, and dual-residency family structures — given the makeup of our client base.
• Experience with TaxDome, ProConnect, TaxGPT, TaxPlanIQ/Instead, or similar planning-software stacks.

Compensation & Benefits

This is a full-time, salaried, exempt W-2 position. Total compensation reflects a competitive US base salary plus a tax-free health stipend, employer retirement contributions, paid time off, and a professional-development budget.

Base Salary

$130,000 to $150,000 per year, calibrated to your credential profile, years of experience, equity-compensation depth, demonstrated client-facing fluency, and prior project-management track record.

Health Stipend (QSEHRA)

$5,000 per year in tax-free health-coverage reimbursement through the firm's Qualified Small Employer Health Reimbursement Arrangement (QSEHRA), to offset the cost of your individual health insurance and qualified medical expenses.

Retirement — Safe Harbor 401(k)

Participation in the firm's Safe Harbor 401(k) plan with a 3% employer match. The Safe Harbor structure means the employer contribution is immediately vested.

Paid Time Off & Holidays

Paid vacation, sick leave, and company-paid holidays in accordance with the TFS Employee Handbook and applicable law. Sick leave is provided consistent with state and local requirements.

Professional Development

Annual professional-development budget of $3,000 to $5,000, covering: state CPE compliance for your CPA license (or EA continuing-education requirements), attendance at one professional conference per year (e.g., AICPA Tax Strategies for the High-Income Individual, ABA Tax Section Mid-Year Meeting, IRS Nationwide Tax Forum), tax-research software subscriptions where your work warrants them (Bloomberg Tax, CCH AnswerConnect, RIA Checkpoint as needed), and professional books and journals. The intent is for you to remain at the technical leading edge throughout your tenure.

Performance Metrics

The Director will be evaluated annually against three primary metrics, with quarterly check-ins between the Director and the CEO to assess progress and recalibrate:

• Client retention rate — year-over-year retention of the firm's existing client book, weighted by client revenue. This is the most direct signal of advisory quality and client trust.
• Knowledge Operations deliverable throughput — calculators shipped per quarter, content published, and knowledge-base updates against committed targets. Measured against an annually-set calendar of deliverables.
• Strategy review quality — measured by absence of incidents: zero IRS examination findings on Director-reviewed strategies, zero malpractice exposure attributable to Director-signed work, and clean, timely outside-counsel handoffs on the highest-risk matters.

Growth Path

This is a long-term, career-track role. Year 1 is the Director role as scoped above. Years 2 and 3 are expected to expand the Director's portfolio as the firm grows — potentially including leading additional team members (a Junior Advisor, additional Knowledge Operations staff), expanding the Director's client-facing remit, and assuming a larger share of strategic decisions. Specific title progression (Senior Director, Principal-equivalent) and any equity-equivalent participation will be discussed at the Year 2 review based on demonstrated fit and the firm's evolution. We are looking for a hire who wants to grow with the firm over a 5- to 10-year horizon, not a near-term lateral move.

Employment & Work Logistics

• W-2 employee. This is a direct-hire, salaried, exempt position under the Fair Labor Standards Act (FLSA). Payroll is processed through Gusto.
• At-will employment. Employment with TFS is at-will, consistent with the TFS Employee Handbook.
• Fully remote, nationwide. Open to candidates across the United States; no relocation required. Upon offer, we register payroll in your state of residence.
• California-based firm. TFS is headquartered in Union City, California. Certain employment terms are administered under California and applicable state law.

Work Hours & Time Zone

Our firm and the bulk of our clients are in the Pacific time zone, so meaningful overlap with US Pacific business hours is expected for client and prospect calls and CEO check-ins. Because the firm's tax-preparation, content, and template-production team is Philippines-based, a portion of your Knowledge Operations coordination will happen asynchronously across time zones; comfort working with a distributed team is important. We will calibrate the specific weekly rhythm to the role's evolving balance between client-facing, technical-review, and team-management work.

How to Apply

Submit (a) your resume, (b) your active US CPA license number and issuing state (or EA enrollment number), and (c) a 200-word cover note describing a tax-planning or strategy-review engagement where your work materially changed a client's outcome — what you did, what the client did, and what the financial or compliance result was.

If you are viewing this posting on a job platform, apply through that platform's standard application mechanism, or apply through the recruiter who introduced you to this opportunity.

Four-stage screening process — designed to respect your time

We use a four-stage screening process structured to identify mutual interest quickly, without asking you to commit substantial time before mutual fit is established.

• Stage 1 — Resume and cover-note review. No further action required from you at this stage.
• Stage 2 — Preliminary fit conversation (approximately 15 minutes, video). A short, two-way conversation with the firm's CEO to assess mutual interest, confirm availability and time-zone fit, and answer your questions about the role and the firm. No technical questions in this stage; it is a fit conversation, not an interview.
• Stage 3 — Round 1 Mini Case (approximately 30–45 minutes, paid). A focused single-page fact pattern with three short questions. Designed to surface candidates who can read an aggressive tax position critically and commit to a clear view. Most candidates do not advance past this round.
• Stage 4 — Round 2 Deep-Dive Case (approximately 3 hours, paid). For candidates who clear Round 1, a more comprehensive synthetic equipment-leasing strategy review with six questions across technical merits, reasonable cause, preparer-penalty exposure, disclosure obligations, Director recommendation, and plain-English client communication.
• Final stage — Up to two rounds of interview with the firm's CEO. Substantive conversation, not whiteboard puzzles. Offer extended at conclusion.

Both case studies are paid at our standard candidate-time rate. We do not ask you for unpaid work.

Turnkey Financial Solutions, Inc. is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

Pay: $130,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Health insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Work from home

Work Location: Remote