Overview 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. 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. Base Salary Range: $127,500 – $180,000, depending on experience, skills, and location. Additional compensation opportunities may apply. 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 Seniority level Director Employment type Full-time Job function Accounting/Auditing, Finance, and Administrative Note: This refined posting focuses on responsibilities, qualifications, and the value proposition; extraneous boilerplate and site-specific notices have been removed to ensure clarity and formatting compliance.

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