About The Position

The Director of Tech & Innovation will play a pivotal role by leading the team responsible for designing and implementing technology and innovative ideas that will support the company’s long-term goals. This role combines strategic planning with hands-on collaboration. The director will work with other department heads to identify challenges, develop solutions, and ensure systems are secure, reliable, scalable and effective. As a member of TaxValet’s leadership team, this role offers a unique opportunity to shape the future of a rapidly growing company, directly impact business growth, and build a world-class team in an environment that values innovation, data-driven decision making, and transformative client experiences.

Requirements

  • 5+ years of experience in technology, innovation or similar field with at least 3 years of experience leading technical teams within a service-based industry.
  • Bachelor’s Degree or higher in Information Systems, Computer Science, Accounting, Business or related field.
  • Technical expertise leading project management, data analytics platforms (ex: Quickbase, Alteryx) and applied AI solutions (such as Copilot, OpenAI, Azure AI).
  • Proven success leading product development from ideation through execution with strong returns on investment
  • You’re a natural leader.You enjoy working with diverse people and a variety of ideas, driving the team toward a common goal. You enjoy being a coach or mentor to others, unblocking their stucks, and developing experts and leaders within your field.
  • You’re an effective and comfortable communicator. Whether it’s writing, video chats, or phone calls, you communicate with ease and clarity across various mediums. You’re comfortable getting your point across in any setting and love collaborating with others. You have the ability to explain complex topics to non-technical stakeholders.
  • You’re intellectually curious. You’re comfortable with ambiguity and are a seeker of new challenges.
  • You’re eager to learn. New skills and technologies excite you! You’re always looking to expand your knowledge and grow professionally, exhibiting humbleness when exploring the unknown.
  • You’re a strategic thinker with the ability to create a vision for the future, absorb and analyze information, and help the team create actionable initiatives.
  • You are not afraid to challenge the status quo and speak up when something doesn’t seem right. You’re confident in voicing concerns and advocating for what’s best for the team, clients, and TaxValet as a whole.

Nice To Haves

  • Preference for those who have a background in accounting, tax and/or financial-focused organizations, and experience leading digital transformations in a professional services firm.

Responsibilities

  • Vision & Direction. Define and drive the strategic goals of the Tech & Innovation Team in alignment with the department and company’s future direction. Develop and maintain a comprehensive long-term roadmap for this team’s operations.
  • Team Development, Management and Leadership. Develop Tech & Innovation Team members. Ensure adequate learning opportunities for all staff related to current innovative trends and emerging technologies, and other areas of interest. Effectively communicate processes, procedures and their underlying reasons to the team. Identify areas where employees need additional training and hold them accountable for their work.
  • Innovation & Problem-Solving. Support this team in identifying operational issues, pain points and bottlenecks, and designing practical solutions. Focus on continuous process improvement, technology adoption across the organization, and team development initiatives to ensure the department remains ahead of innovative trends, and evolving client and employee needs. Lead cross-department projects to improve workflows and data accuracy. Evaluate tools and approaches that improve efficiency and client service.
  • Technology Oversight & Vendor Management. Evaluate, oversee, and evolve the work of our IT managed service provider. Manage technology vendors and software contracts. Ensure systems meet security and compliance requirements. Handle major or significant escalated technology issues with a focus on training and supporting the team in resolving these challenges.
  • Change Leadership. Support adoption of new tools and processes across teams. Establish healthy communication channels across teams, encouraging collaboration where necessary to achieve company goals.

Benefits

  • Base Salary - $97,388
  • Bonus Potential - 10%+ of base salary based on set targets.
  • 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously.
  • 3 additional days off per year to volunteer and serve your community
  • 100% Remote work with flexible working hours
  • The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.)
  • We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more!
  • We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
  • We are proud to have a diverse team of employees where everyone’s voice matters. And we mean that! We have regular processes in place for everyone to share their feedback, thoughts and ideas.
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