Director, Tax Professional Services

Aquent is proud to partner with a pioneering organization dedicated to advancing the accounting and professional services industry. This innovative leader is at the forefront of driving practice transformation, evolving technology ecosystems, and spearheading research into future innovations for firms nationwide. By bridging the gap between strategic advisory and cutting-edge technology, they empower professional services firms to redefine how they operate, adopt modern tools, and deliver unparalleled value to their clients.

As a visionary leader in this pivotal role, you will have an unparalleled opportunity to directly shape the future of professional tax practices across the entire industry. By seamlessly blending strategic advisory, operational execution, and applied technology enablement, you will serve as a key catalyst for firm transformation, helping modern practices evolve and thrive in a rapidly changing landscape. Your expertise will leave a lasting mark on the profession, empowering firms to adopt cutting-edge solutions and redefine how they deliver strategic value.

What You'll Do

• Lead and support professional services transformation engagements through expert coaching, strategic facilitation, and implementation support, aligning with established frameworks.
• Collaborate closely with firm leadership to define vision, mission, strategic priorities, and operational models for advisory services.
• Provide expert guidance to firms on leading practices spanning strategic direction, service delivery, workflow optimization, client experience, packaging and pricing, talent alignment, and operational scalability.
• Drive accountability and ensure the successful execution of strategic initiatives and transformation roadmaps within firms.
• Serve as a trusted advisor and mentor to both firm leaders and emerging professionals.
• Facilitate and support engaging workshops, roundtables, training sessions, webinars, and impactful onsite firm engagements.
• Contribute significantly to the curation and delivery of compelling conference content and influential thought leadership.
• Develop and continuously refine workshop materials, coaching tools, templates, playbooks, and comprehensive enablement content.
• Support leadership sessions focused on growth strategies, advisory development, change management, and technology adoption.
• Contribute to the ongoing evolution of advisory services curriculum, essential toolkits, and dynamic learning experiences.
• Act as a crucial bridge, translating advisory strategy into practical and effective technology adoption within firms.
• Support the vetting, evaluation, and seamless alignment of specialized solutions within firm technology ecosystems.
• Manage practitioner-centered engagement programs within collaboration platforms, including peer communities, technology forums, roundtables, working groups, virtual and in-person events, and vendor/practitioner collaboration sessions.
• Assist with demo environments, webinars, and applied technology enablement efforts, particularly related to strategic partner ecosystems.
• Translate complex technology capabilities into practical advisory and operational use cases that benefit firms.
• Collaborate with internal teams and vendor partners to ensure professional services offerings remain current, scalable, and perfectly aligned with market trends.
• Capture invaluable insights from firm engagements to inform the development of future enablement resources and marketplace initiatives.
• Support the long-term growth and enhancement of the firm collaboration platform.
• Lead firms through effective change management processes as part of professional services offerings.
• Support the development and execution of robust change management initiatives integral to transformation programs.
• Foster a vibrant culture of continuous learning, innovation, and adaptability across all firm engagements.
• Stay current on the latest industry trends, the evolution of advisory services, AI enablement, and emerging technologies impacting the profession.
• Maintain strong alignment with the strategic vision, partner initiatives, and professional services goals.

What You'll Bring

• Bachelor's degree in Accounting, Business, Organizational Development, or a related field.
• Active CPA designation is required.
• 10+ years of comprehensive experience in professional services, advisory, accounting technology, or firm transformation initiatives.
• Demonstrated strong facilitation, coaching, communication, and presentation skills.
• Proven ability to translate complex concepts into practical, actionable guidance.
• Strong project management and exceptional organizational skills.
• Comfortable and effective operating in a dynamic, evolving environment with competing priorities.
• Ability to travel approximately 35%.

What Will Make You Stand Out

• Experience working directly within a professional practice or actively supporting its operations and enablement is strongly preferred.
• Familiarity with modern technology ecosystems relevant to the profession is highly valued.