Director of Operations – Tax & Consulting
Be the operational heartbeat of a growing, people-first team.
We’re not just building a business—we’re building a culture where people thrive, teams unite, and growth feels purposeful. Our Tax & Consulting group is expanding, and we’re seeking a Director of Operations to take our people, processes, and platforms to the next level.
This is not a back-office role. It’s a chance to shape how the firm scales, how teams work together, and how new firms integrate seamlessly into the organization. We need a leader who can balance execution with empathy—someone who is as skilled at building trust and culture as they are at streamlining processes and driving M&A integrations.
If you love bringing structure to complexity, thrive on connecting people across functions, and want to make a tangible impact on a fast-growing organization, this could be your career-defining opportunity.
What You’ll Do
-
Lead with impact: Guide a 20+ person operations and administrative team, ensuring clarity, accountability, and collaboration across Tax & Consulting.
-
Be the integrator: Serve as the operational lead for post-close M&A, ensuring smooth onboarding of new firms, people, and processes.
-
Optimize & modernize: Drive process improvements and implement technology solutions that enhance efficiency and scalability.
-
Champion culture: Foster a people-first environment where communication flows, innovation is welcomed, and teams feel connected to the mission.
-
Partner to grow: Work hand-in-hand with senior leadership and regional directors to align strategy, execution, and long-term goals.
Role Details
-
Location: Based out of Rockford, IL headquarters or Tax Centers in St. Charles, IL; Iowa City, IA; Cedar Rapids, IA; Dover, DE; or Lewes, DE. Travel will be required during integrations.
-
Work Model: More in-office time during onboarding; potential for hybrid (3 days in-office, 2 remote) once established.
-
Hours: Standard business hours with flexibility. Expect 55–60 hours/week during Tax Season (Jan–Apr).
-
Scope: Leadership role with both operational and strategic impact, balancing hands-on execution with mentorship.
What We’re Looking For
- 7–10 years of leadership experience in operations, professional services, or consulting (tax/financial industry background a plus).
- Proven success leading cross-functional initiatives and navigating change.
- Strategic problem solver with a willingness to roll up sleeves.
- Excellent communicator and relationship-builder with executives and front-line team members.
- Strong track record of building and leading high-performing teams.
- Skilled in process improvement, systems implementation, and performance measurement.
Why Join Us?
- A growing, independent, employee-owned firm with a fee-only model.
- A people-first culture grounded in excellence, integrity, respect, growth, and servant leadership.
- A collaborative, innovative environment where your work has real impact.
Compensation & Benefits
-
Base Salary Range: $127,500 – $180,000, depending on experience, skills, and location. Additional compensation opportunities may apply.
- Comprehensive Benefits Package (Day One):
- Choice of medical, dental, and vision plans
- Health Savings Account (HSA) / Flexible Spending Account (FSA) options
- Company-paid life, AD&D, short- and long-term disability
- 401(k) with company match (Roth & Traditional)
- Work-Life & Culture:
- Generous PTO + 11 paid holidays + Summer Fridays + “Savantiversary” day
- Paid parental leave (10 weeks for birth parents, 4 weeks for all parents)
- Bereavement leave up to 2 weeks for spouse/child loss
- Flexible “Dress for Your Day” policy
- Wellness reimbursements & employee discounts
- Paid professional development days and certifications
- Team incentive plans & recognition programs
This is a unique opportunity to play a key role in scaling a high-growth, people-first organization. If you’re ready to make an impact through leadership, integration, and operational excellence, we’d love to connect.