Vice President of Client Tax Services

Cardone Ventures Career•Scottsdale, AZ

4d•Onsite

About The Position

We are seeking a visionary and execution-oriented VP of Tax Services to build and lead our new tax practice from the ground up. This is a rare opportunity to architect a high-impact service line within a fast-growing company, serving a motivated client base that is actively scaling their businesses. You will be responsible for defining our tax service offerings, building the team, establishing client relationships, and delivering measurable outcomes for our clients. Cardone Ventures partners with business owners to help them achieve their personal, professional, and financial goals by scaling their companies. We are launching a new Tax Services division to deliver world-class tax strategy, compliance, and advisory services directly to our client base, including entrepreneurs and small-to-mid-market business owners who are building generational wealth and need expert guidance to keep more of what they earn.

Requirements

CPA license, required
10+ years of progressive experience in public accounting or tax advisory, with a minimum of 5 years in a leadership role
Deep expertise across business tax compliance, tax planning, and tax consulting — including entity structuring, pass-through taxation, and transactional advisory
Proven track record of building or significantly growing a tax practice or service line
Strong experience serving small business and mid-market clients ($1M–$100M in revenue)
Demonstrated ability to lead, inspire, and develop high-performing teams
Exceptional client communication and relationship-building skills — you can make complex tax concepts clear and actionable
Ability to set vision, build from scratch, and drive a practice toward measurable outcomes without needing a roadmap handed to you
Deep, current knowledge of business and individual tax law, entity structuring, pass-through taxation, and transactional advisory
Skilled at building trusted, long-term advisory relationships with business owners and translating complex tax concepts into clear, actionable guidance
Ability to build and scale systems, workflows, and technology infrastructure that support efficient, compliant service delivery
Ability to leverage an existing client base and network to grow the practice, identify upsell opportunities, and position tax services as a strategic differentiator
Comfortable working alongside leadership, legal, finance, and client success teams to deliver integrated, cohesive client outcomes
Takes full ownership of results, sets clear expectations for the team, and operates with a high degree of integrity and professional standards
Leverages or is willing to develop proficiency in AI tools to enhance tax research, streamline compliance workflows, and drive operational efficiency across the team
Ability to engage confidently at the executive level, present complex tax strategy clearly, and represent the practice internally and externally
Prolonged periods sitting at a desk and working on a computer
No travel required
Ability to speak on the phone with clients
Must be on-site at our Scottsdale, AZ office; this is not a remote role

Nice To Haves

Advanced degree in Taxation (MST or JD/LLM) strongly preferred
Experience in a high-growth, entrepreneurial environment
Familiarity with the challenges and opportunities specific to founder-led businesses
Experience with tax technology platforms and modern practice management tools

Responsibilities

Design, launch, and scale Cardone Ventures' Tax Services practice, establishing our service model, pricing, delivery processes, and quality standards
Develop a multi-year roadmap for the practice, including revenue targets, staffing plans, and service line expansion
Serve as the internal subject matter expert and thought leader on all matters related to business and individual taxation
Collaborate with Cardone Ventures leadership to align tax services with the company's broader offerings and client success mission
Lead tax strategy and planning engagements for small business and mid-market clients, identifying opportunities to reduce tax liability and optimize entity structure
Oversee delivery of tax compliance services including business and individual returns, quarterly estimates, and all required filings
Provide transactional tax consulting and advisory support for clients navigating M&A, business acquisitions, partnership structures, and growth events
Build trusted, long-term relationships with clients, serving as a key advisor in their financial decision-making
Recruit, develop, and retain a high-performing team of tax professionals, including CPAs, tax managers, and client service staff
Establish training programs, technical standards, and career development pathways for the team
Foster a culture of excellence, accountability, and client-first service delivery
Implement systems, workflows, and technology to deliver tax services efficiently and at scale
Ensure the practice maintains full regulatory compliance and meets all professional and ethical standards
Monitor industry developments, tax law changes, and IRS guidance to keep clients and the team ahead of the curve

Benefits

Medical, dental, and vision (employee + dependents)
401(k) with up to 3% company match
Parental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both
Vacation and sick time that increases with tenure
Gym membership, 100% paid
Meal prep service discounts
Pet insurance through SPOT
Employee Assistance Program through Guardian
Professional development reimbursements for outside courses and certifications
10X Mentorship Program
$250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing
Uncapped commission eligibility for all team members