KEYSTONE CPAS LLC
Reno, Nevada
Job Description Job Description Description: Keystone CPAs LLC Location: Austin, Texas - Remote to Start; Transitioning to In-Office Job Type: Full-Time Compensation: $150,000-$300,000, depending on experience Bonus: Performance-based bonus with a defined pathway to Principal ownership Build Something Bigger Than a Tax Practice At Keystone CPAs, we believe CPAs should be trusted advisors-not simply tax preparers. We are looking for an entrepreneurial Tax Director / Austin Market Leader who wants more than another busy season or another traditional tax leadership role. This is an opportunity to help establish, build, and ultimately lead Keystone's Austin presence while becoming part of a rapidly growing, multidisciplinary advisory firm. We are also open to an exceptional Senior Tax Manager who is ready to take the next step into practice leadership. Keystone has grown significantly in less than five years by building an integrated advisory model that goes well beyond traditional tax compliance. Our professionals collaborate across: Tax Accounting and Client Advisory Services CFO Advisory Wealth Management Business Brokerage and M&A Advisory Payroll Tax Planning and Consulting That model allows our professionals to build deeper client relationships and create meaningful value for business owners and high-net-worth families. This role is designed for someone who wants to build something. Initially, you will assume meaningful client, technical, and leadership responsibilities within the existing Keystone organization. As the Austin practice develops, you will increasingly focus on building the local office through business development, recruiting, client relationships, referral relationships, team leadership, and overall market growth. The right person will have the opportunity to earn their way into ownership by helping create the Austin practice-not simply by waiting for tenure. The Opportunity The successful candidate will combine strong technical tax skills with leadership, client development, and an entrepreneurial mindset. You will initially manage a sophisticated client portfolio and work closely with Keystone leadership and our existing tax professionals. Over time, you will take increasing responsibility for: Building Keystone's presence in the Austin and Central Texas market Developing new client and referral relationships Recruiting and developing the Austin team Establishing a strong local professional network Leading the Austin office Expanding the practice beyond traditional tax compliance Helping shape Keystone's future service offerings and growth strategy For the right individual, this position provides a genuine pathway to Principal and ownership. Principal consideration is based on demonstrated performance-not simply years of service. Relevant factors include leadership, client retention, business development, team development, financial performance, cultural contribution, and the ability to help build a sustainable practice. Initial Responsibilities Client Leadership Manage a diverse portfolio of business and individual tax clients. Develop trusted-advisor relationships with business owners, executives, entrepreneurs, and high-net-worth individuals. Lead proactive tax planning engagements that create measurable client value. Identify opportunities where Keystone's broader advisory capabilities can benefit clients. Maintain strong client retention and service standards. Participate in business development and professional networking within the Austin market. Technical Tax Leadership Review complex federal and state tax returns, including: Individuals Partnerships S Corporations C Corporations Trusts and estates Conduct tax research and provide technical guidance to clients and team members. Review quarterly estimates and tax projections. Assist clients with IRS examinations, tax notices, and controversy matters. Collaborate on mergers, acquisitions, entity structuring, transaction planning, and other complex tax engagements. Serve as a technical resource for developing professionals within the firm. Team Leadership Mentor and develop tax professionals. Review staff work and provide meaningful coaching and feedback. Manage workflow, deadlines, and engagement priorities. Create accountability for engagement budgets, timelines, and client commitments. Support recruiting and interviewing efforts. Help build a collaborative, high-performance team culture. Practice Leadership Manage client profitability, realization, billing, and engagement economics. Participate in operational planning and strategic initiatives. Help improve processes, technology, and firm best practices. Work directly with Keystone leadership on growth opportunities. Help identify and develop new advisory services. As the Austin Practice Grows This position is intended to evolve beyond traditional tax management. The successful candidate will increasingly assume responsibility for: Leading Keystone's Austin office Building a local team Developing centers of influence and referral relationships Generating new business Expanding existing client relationships Representing Keystone in the Austin business community Managing the financial performance of the Austin practice Developing future managers and leaders Helping establish Keystone as a significant advisory firm in Central Texas We are not looking merely for someone to review tax returns. We are looking for someone who sees an opportunity to build a market, develop a team, grow client relationships, and create substantial long-term value. What Makes This Opportunity Different At many accounting firms, advancement means managing a larger book of tax compliance work while waiting for a partnership opportunity. Keystone offers a different path. Our integrated platform allows tax professionals to work alongside advisors in wealth management, business brokerage and M&A, CFO advisory, accounting services, payroll, tax planning, and broader business consulting. That creates opportunities to advise clients throughout the lifecycle of their businesses-from growth and tax planning through transactions, wealth creation, succession, and exit. For an entrepreneurial CPA, it also creates something increasingly rare in public accounting: The opportunity to help build a new market and participate economically in what you create. Why Austin? Austin and Central Texas offer an exceptional environment for a proactive advisory firm, with a substantial concentration of entrepreneurs, privately held businesses, technology companies, real estate investors, family-owned businesses, and high-net-worth individuals. Keystone is making a long-term investment in Central Texas. We want a leader who sees that opportunity and wants to help build the practice with us. Compensation & Principal Opportunity Base Salary: $150,000-$210,000, depending on experience and demonstrated capabilities. The position also includes a performance-based bonus opportunity. For exceptional performers, the long-term economic opportunity extends beyond salary and annual bonus. The successful candidate will have a defined opportunity to be considered for Principal ownership based on measurable contributions to: Business development Client growth and retention Team development Leadership Practice profitability Austin market development Firmwide strategic initiatives Our goal is to create an environment where entrepreneurial professionals can meaningfully participate in the value they help create. Benefits & Perks Keystone offers: Competitive base compensation Performance-based bonus opportunities Defined pathway to Director and Principal ownership Medical, dental, and vision insurance 401(k) with company match Company-paid life insurance Paid Time Off and paid holidays CPA licensing, CPE, and professional membership reimbursement Leadership development and mentoring Company-issued laptop and technology Direct access to firm leadership Collaborative and entrepreneurial culture Remote-to-Office Transition This position will begin remotely while Keystoneestablishesits Austin office. Once the Austin office is operational, this position will transition to an Austin-based, in-office leadership role. Candidates must therefore reside in, or be willing to relocate to, the Austin area. During the initial remote period, candidates must have: Reliable high-speed internet A dedicated professional workspace Dual monitors A professional, camera-ready environment for client and team meetings . click apply for full job details
Job Description Job Description Description: Keystone CPAs LLC Location: Austin, Texas - Remote to Start; Transitioning to In-Office Job Type: Full-Time Compensation: $150,000-$300,000, depending on experience Bonus: Performance-based bonus with a defined pathway to Principal ownership Build Something Bigger Than a Tax Practice At Keystone CPAs, we believe CPAs should be trusted advisors-not simply tax preparers. We are looking for an entrepreneurial Tax Director / Austin Market Leader who wants more than another busy season or another traditional tax leadership role. This is an opportunity to help establish, build, and ultimately lead Keystone's Austin presence while becoming part of a rapidly growing, multidisciplinary advisory firm. We are also open to an exceptional Senior Tax Manager who is ready to take the next step into practice leadership. Keystone has grown significantly in less than five years by building an integrated advisory model that goes well beyond traditional tax compliance. Our professionals collaborate across: Tax Accounting and Client Advisory Services CFO Advisory Wealth Management Business Brokerage and M&A Advisory Payroll Tax Planning and Consulting That model allows our professionals to build deeper client relationships and create meaningful value for business owners and high-net-worth families. This role is designed for someone who wants to build something. Initially, you will assume meaningful client, technical, and leadership responsibilities within the existing Keystone organization. As the Austin practice develops, you will increasingly focus on building the local office through business development, recruiting, client relationships, referral relationships, team leadership, and overall market growth. The right person will have the opportunity to earn their way into ownership by helping create the Austin practice-not simply by waiting for tenure. The Opportunity The successful candidate will combine strong technical tax skills with leadership, client development, and an entrepreneurial mindset. You will initially manage a sophisticated client portfolio and work closely with Keystone leadership and our existing tax professionals. Over time, you will take increasing responsibility for: Building Keystone's presence in the Austin and Central Texas market Developing new client and referral relationships Recruiting and developing the Austin team Establishing a strong local professional network Leading the Austin office Expanding the practice beyond traditional tax compliance Helping shape Keystone's future service offerings and growth strategy For the right individual, this position provides a genuine pathway to Principal and ownership. Principal consideration is based on demonstrated performance-not simply years of service. Relevant factors include leadership, client retention, business development, team development, financial performance, cultural contribution, and the ability to help build a sustainable practice. Initial Responsibilities Client Leadership Manage a diverse portfolio of business and individual tax clients. Develop trusted-advisor relationships with business owners, executives, entrepreneurs, and high-net-worth individuals. Lead proactive tax planning engagements that create measurable client value. Identify opportunities where Keystone's broader advisory capabilities can benefit clients. Maintain strong client retention and service standards. Participate in business development and professional networking within the Austin market. Technical Tax Leadership Review complex federal and state tax returns, including: Individuals Partnerships S Corporations C Corporations Trusts and estates Conduct tax research and provide technical guidance to clients and team members. Review quarterly estimates and tax projections. Assist clients with IRS examinations, tax notices, and controversy matters. Collaborate on mergers, acquisitions, entity structuring, transaction planning, and other complex tax engagements. Serve as a technical resource for developing professionals within the firm. Team Leadership Mentor and develop tax professionals. Review staff work and provide meaningful coaching and feedback. Manage workflow, deadlines, and engagement priorities. Create accountability for engagement budgets, timelines, and client commitments. Support recruiting and interviewing efforts. Help build a collaborative, high-performance team culture. Practice Leadership Manage client profitability, realization, billing, and engagement economics. Participate in operational planning and strategic initiatives. Help improve processes, technology, and firm best practices. Work directly with Keystone leadership on growth opportunities. Help identify and develop new advisory services. As the Austin Practice Grows This position is intended to evolve beyond traditional tax management. The successful candidate will increasingly assume responsibility for: Leading Keystone's Austin office Building a local team Developing centers of influence and referral relationships Generating new business Expanding existing client relationships Representing Keystone in the Austin business community Managing the financial performance of the Austin practice Developing future managers and leaders Helping establish Keystone as a significant advisory firm in Central Texas We are not looking merely for someone to review tax returns. We are looking for someone who sees an opportunity to build a market, develop a team, grow client relationships, and create substantial long-term value. What Makes This Opportunity Different At many accounting firms, advancement means managing a larger book of tax compliance work while waiting for a partnership opportunity. Keystone offers a different path. Our integrated platform allows tax professionals to work alongside advisors in wealth management, business brokerage and M&A, CFO advisory, accounting services, payroll, tax planning, and broader business consulting. That creates opportunities to advise clients throughout the lifecycle of their businesses-from growth and tax planning through transactions, wealth creation, succession, and exit. For an entrepreneurial CPA, it also creates something increasingly rare in public accounting: The opportunity to help build a new market and participate economically in what you create. Why Austin? Austin and Central Texas offer an exceptional environment for a proactive advisory firm, with a substantial concentration of entrepreneurs, privately held businesses, technology companies, real estate investors, family-owned businesses, and high-net-worth individuals. Keystone is making a long-term investment in Central Texas. We want a leader who sees that opportunity and wants to help build the practice with us. Compensation & Principal Opportunity Base Salary: $150,000-$210,000, depending on experience and demonstrated capabilities. The position also includes a performance-based bonus opportunity. For exceptional performers, the long-term economic opportunity extends beyond salary and annual bonus. The successful candidate will have a defined opportunity to be considered for Principal ownership based on measurable contributions to: Business development Client growth and retention Team development Leadership Practice profitability Austin market development Firmwide strategic initiatives Our goal is to create an environment where entrepreneurial professionals can meaningfully participate in the value they help create. Benefits & Perks Keystone offers: Competitive base compensation Performance-based bonus opportunities Defined pathway to Director and Principal ownership Medical, dental, and vision insurance 401(k) with company match Company-paid life insurance Paid Time Off and paid holidays CPA licensing, CPE, and professional membership reimbursement Leadership development and mentoring Company-issued laptop and technology Direct access to firm leadership Collaborative and entrepreneurial culture Remote-to-Office Transition This position will begin remotely while Keystoneestablishesits Austin office. Once the Austin office is operational, this position will transition to an Austin-based, in-office leadership role. Candidates must therefore reside in, or be willing to relocate to, the Austin area. During the initial remote period, candidates must have: Reliable high-speed internet A dedicated professional workspace Dual monitors A professional, camera-ready environment for client and team meetings . click apply for full job details
KEYSTONE CPAS LLC
Reno, Nevada
Job Description Job Description Description: Tax Manager Job Description Location: 401 Ryland St, Reno, NV 89502 Job Type: Full-Time Salary: $122,697 - $182,057 Are you an experienced CPA looking to elevate your career? Do you enjoy coaching your team to succeed through a hands-on approach? If so, we have an incredible opportunity for you to not only earn exceptional income but also make a profound impact. With our integrated solutions approach, you'll be developing your expertise-and building your team's capacity-in managing complex M&A work, positioning you as a trusted advisor who delivers substantial tax savings for our clients. At Keystone CPAs, we pride ourselves on delivering integrated service solutions that truly make a difference to our growing client base. In less than four years, we are on track to becoming a top 400 firm. Our integrated services-including accounting, tax, wealth advisory, and business brokerage-create value for both our clients and team members. We focus on delivering exceptional accounting and advisory solutions that foster wealth creation and long-term relationships. If you're looking for an opportunity to make an impact and grow alongside a dynamic, client-centered team recognized as the best in the business, Keystone CPAs is the place for you. About the Role: As a Tax Manager at Keystone CPA, you will play a pivotal role in managing tax preparation and planning services for a diverse client base, including small and medium-sized businesses. You will ensure compliance with federal, state, and local tax regulations while developing strategies that optimize financial outcomes for our clients. This position offers an exciting opportunity for growth, leadership, and technical skill development in a collaborative and supportive environment. Key Responsibilities: Manage a ledger of clients, including billing, and actively manage workflow through the office. Review and sign tax returns for various types of returns such as individuals, C corporations, S corporations, partnerships, estates, and trusts. Supervise staff and assist with training. Research and consult on various tax projects. Respond to inquiries from the IRS and other taxing authorities. Review extensions and quarterly estimates. Assist on special projects as assigned. Qualifications: Bachelor's degree in accounting or a related field required. Master of Tax required. Experience in reviewing 1120, 1120S, and 1065 tax forms. Experience working in CCH software and ProSystem fx Engagement a huge plus! Minimum of 5 years of related experience in a public accounting firm. Active CPA license. Must be legally authorized to work in the United States on a full-time basis upon hire. Excellent customer service skills. Creative problem-solving, critical thinking, and research skills. Strong written and verbal communication and interpersonal skills. Ability to work effectively both as part of a team and independently. Highly motivated with a proactive approach to professional growth and development. Outstanding organizational and project management skills. Ability to take direction and exercise sound judgment, tact, and diplomacy. Ability to work overtime as needed. Remote Work Requirements: At Keystone CPA, we are a remote-first firm and provide a company-issued laptop with all necessary software pre-installed for your work. However, candidates are expected to provide the following: 100Mb/s minimum high-speed internet for reliable connectivity Dedicated workspace for confidential conversations Two additional work monitors for increased productivity Keyboard and mouse , and an optional standing workstation, if desired. Ability to be on camera for client and internal meetings A professional virtual background to maintain a polished appearance during video calls These tools will help ensure you can collaborate effectively and deliver excellent service to our clients from your remote workspace. At Keystone CPAs, you will be challenged and rewarded for leadership, technical excellence, and inspired perspectives. We offer opportunities to build your skills and explore your career in a supportive environment. Benefits: Competitive salary range: $122,697 - $182,057 annually, depending on experience. 401(k) with company matching Health, dental, vision, and life insurance Paid time off Remote work flexibility Professional development and growth opportunities If you're eager to contribute to a growing firm and make a meaningful impact in your career, apply to join the Keystone CPA team today! Keystone CPAs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Job Type: Full-time At Keystone CPAs, where you take your career is up to you. Requirements:
Job Description Job Description Description: Tax Manager Job Description Location: 401 Ryland St, Reno, NV 89502 Job Type: Full-Time Salary: $122,697 - $182,057 Are you an experienced CPA looking to elevate your career? Do you enjoy coaching your team to succeed through a hands-on approach? If so, we have an incredible opportunity for you to not only earn exceptional income but also make a profound impact. With our integrated solutions approach, you'll be developing your expertise-and building your team's capacity-in managing complex M&A work, positioning you as a trusted advisor who delivers substantial tax savings for our clients. At Keystone CPAs, we pride ourselves on delivering integrated service solutions that truly make a difference to our growing client base. In less than four years, we are on track to becoming a top 400 firm. Our integrated services-including accounting, tax, wealth advisory, and business brokerage-create value for both our clients and team members. We focus on delivering exceptional accounting and advisory solutions that foster wealth creation and long-term relationships. If you're looking for an opportunity to make an impact and grow alongside a dynamic, client-centered team recognized as the best in the business, Keystone CPAs is the place for you. About the Role: As a Tax Manager at Keystone CPA, you will play a pivotal role in managing tax preparation and planning services for a diverse client base, including small and medium-sized businesses. You will ensure compliance with federal, state, and local tax regulations while developing strategies that optimize financial outcomes for our clients. This position offers an exciting opportunity for growth, leadership, and technical skill development in a collaborative and supportive environment. Key Responsibilities: Manage a ledger of clients, including billing, and actively manage workflow through the office. Review and sign tax returns for various types of returns such as individuals, C corporations, S corporations, partnerships, estates, and trusts. Supervise staff and assist with training. Research and consult on various tax projects. Respond to inquiries from the IRS and other taxing authorities. Review extensions and quarterly estimates. Assist on special projects as assigned. Qualifications: Bachelor's degree in accounting or a related field required. Master of Tax required. Experience in reviewing 1120, 1120S, and 1065 tax forms. Experience working in CCH software and ProSystem fx Engagement a huge plus! Minimum of 5 years of related experience in a public accounting firm. Active CPA license. Must be legally authorized to work in the United States on a full-time basis upon hire. Excellent customer service skills. Creative problem-solving, critical thinking, and research skills. Strong written and verbal communication and interpersonal skills. Ability to work effectively both as part of a team and independently. Highly motivated with a proactive approach to professional growth and development. Outstanding organizational and project management skills. Ability to take direction and exercise sound judgment, tact, and diplomacy. Ability to work overtime as needed. Remote Work Requirements: At Keystone CPA, we are a remote-first firm and provide a company-issued laptop with all necessary software pre-installed for your work. However, candidates are expected to provide the following: 100Mb/s minimum high-speed internet for reliable connectivity Dedicated workspace for confidential conversations Two additional work monitors for increased productivity Keyboard and mouse , and an optional standing workstation, if desired. Ability to be on camera for client and internal meetings A professional virtual background to maintain a polished appearance during video calls These tools will help ensure you can collaborate effectively and deliver excellent service to our clients from your remote workspace. At Keystone CPAs, you will be challenged and rewarded for leadership, technical excellence, and inspired perspectives. We offer opportunities to build your skills and explore your career in a supportive environment. Benefits: Competitive salary range: $122,697 - $182,057 annually, depending on experience. 401(k) with company matching Health, dental, vision, and life insurance Paid time off Remote work flexibility Professional development and growth opportunities If you're eager to contribute to a growing firm and make a meaningful impact in your career, apply to join the Keystone CPA team today! Keystone CPAs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Job Type: Full-time At Keystone CPAs, where you take your career is up to you. Requirements:
KEYSTONE CPAS LLC
Reno, Nevada
Job Description Job Description: Description: Director / Principal, Tax Controversy & Strategic Tax Advisory Location: Remote (U.S.) Preferred Work Schedule: Pacific Time Zone or ability to support Pacific Time Zone business hours Job Type: Full-Time Salary: $150,000-$300,000 annually, depending on experience Bonus Opportunity: Performance-based bonus tied to leadership, quality, profitability, and practice growth Build and Lead a Specialized Tax Practice at the Intersection of Controversy, Research, and M&A Keystone CPAs is seeking a senior tax leader to direct and grow our Tax Services Group (TSG), a specialized national practice that helps small and midsize business owners, CPA firms, and advisors resolve complex tax matters and make better strategic decisions. This is not a traditional engagement-manager role. The successful candidate will own the growth and direction of the practice, serve as a primary bridge between Keystone's principals and managers, lead our most complex controversy and research matters, and support tax planning for mergers and acquisitions involving Keystone Business Brokers clients. Depending on experience, credentials, leadership history, and demonstrated practice-building ability, the successful candidate may be considered at the Director or Principal level. About Keystone Keystone is an integrated advisory firm focused on helping small and midsize business owners build stronger companies and better financial lives. We help clients improve performance, increase enterprise value, create scalable businesses that are not overly dependent on the owner, prepare for and potentially execute a business sale, and convert business success into long-term personal wealth. Our platform brings together Keystone CPAs, Keystone Business Brokers, and Keystone Wealth Advisors. This allows us to support owners throughout the business lifecycle - from accounting, tax compliance, CFO advisory, and strategic planning, through transaction preparation and execution, and ultimately into personal wealth planning, investment management, and legacy planning. The Tax Services Group is a key part of this integrated model. TSG handles sophisticated tax issues that extend beyond traditional return preparation, including federal and state controversy, advanced tax research, technical memorandums, strategic planning, and transaction tax consulting. Position Summary The Director / Principal will be the senior practice leader for TSG. This individual will combine technical tax depth, executive-level client service, business development, team leadership, and sound commercial judgment. The role is accountable not only for the quality and delivery of engagements, but also for growing the practice, strengthening Keystone's market position, and ensuring TSG expertise is effectively deployed across the firm. A central responsibility is serving as the primary technical and leadership interface between Keystone's principals and managers. The Director / Principal will help identify client needs, frame the right scope, assemble the right team, guide complex analysis, communicate recommendations, and ensure that controversy, research, planning, brokerage, and wealth-advisory opportunities are coordinated in the client's best interest. What You Will Do Practice Leadership and Growth Set the strategic direction and annual operating plan for the Tax Services Group. Grow practice revenue, qualified pipeline, referral relationships, and market visibility while maintaining strong quality and profitability. Identify and develop new service offerings that respond to recurring client and referral-source needs. Lead business development efforts with business owners, attorneys, CPA firms, investment bankers, lenders, and other professional advisors. Develop pricing, scoping, staffing, and delivery models that allow the practice to scale without sacrificing technical quality or client service. Represent TSG in firmwide planning and help Keystone principals evaluate opportunities, priorities, risks, and resource needs. Principal and Manager Interface Serve as the primary technical point of connection between Keystone's principals and managers on complex controversy, research, and strategic planning matters. Help principals and managers recognize when a client issue requires specialized tax controversy, research, transaction, or planning support. Translate client objectives into clear engagement scope, technical workstreams, staffing plans, budgets, and deliverables. Provide practical, timely guidance that enables managers to lead client relationships with confidence while appropriately escalating high-risk or judgmental matters. Create repeatable processes, tools, training, and communication protocols that make TSG expertise accessible across the firm. Tax Controversy and Technical Leadership Lead significant federal and state tax controversy matters, including examinations, administrative appeals, collection matters, penalty disputes, and other complex IRS or state agency proceedings. Research and interpret the Internal Revenue Code, Treasury Regulations, IRS guidance, Revenue Rulings, court decisions, and other authoritative tax sources. Develop defensible technical positions, legal and factual arguments, risk assessments, and practical resolution strategies. Prepare and review high-quality technical memorandums, opinion-level analyses, protest letters, responses to information document requests, and other written advocacy. Coordinate effectively with clients, CPAs, attorneys, valuation professionals, and other outside advisors. Act as a trusted technical resource for Keystone professionals and partner CPA firms nationwide. M&A and Transaction Tax Planning Partner with Keystone Business Brokers and Keystone principals to identify and address tax issues early in the transaction process. Advise business owners on transaction structure, pre-closing tax planning, entity restructuring, tax modeling, purchase price allocation, rollover equity, and other seller-focused planning considerations. Assist with tax due diligence, quality-of-earnings follow-up, transaction document review, and coordination with buyer and seller advisors as appropriate. Explain tax tradeoffs in practical business terms so owners can evaluate after-tax proceeds, risk, timing, and deal certainty. Coordinate with Keystone Wealth Advisors when transaction planning affects liquidity, investment strategy, charitable planning, estate planning, or long-term wealth objectives. Develop transaction-planning tools and standardized processes that allow Keystone to deliver a consistent, differentiated experience to business owners. Client and Market Leadership Own senior-level relationships with key clients and referral sources. Lead high-stakes client meetings and present complex conclusions clearly, directly, and credibly. Build Keystone's reputation through articles, presentations, webinars, professional education, and other thought leadership. Develop durable relationships with CPA firms that need specialized controversy, research, or transaction tax support without displacing their core client relationships. Identify broader Keystone opportunities while maintaining a client-first, needs-based approach. Team Leadership and Talent Development Lead and develop a fully remote, project-based team of approximately four tax professionals located throughout the United States. Clarify roles, set priorities, assign work based on expertise and capacity, and maintain accountability for deadlines and quality. Coach managers and professionals through complex technical issues rather than simply reviewing work at the end. Conduct thoughtful quality reviews and ensure work product is technically sound, persuasive, practical, and consistent with firm standards. Recruit, onboard, retain, and develop high-performing professionals and future practice leaders. Create a culture of urgency, ownership, collaboration, candor, and continuous improvement. Engagement Economics, Quality, and Risk Oversee engagement acceptance, scope, budgets, staffing, timelines, realization, profitability, billing, and collections in coordination with firm leadership. Proactively identify technical, legal, reputational, independence, staffing, and delivery risks. Establish quality-control and documentation standards appropriate for controversy, technical research, and transaction planning engagements. Communicate status, risks, and decisions clearly to firm leadership and clients before deadlines or budgets are compromised. Balance technical rigor with commercial practicality and efficient delivery. What Success Looks Like Within the first 12 months, the Director / Principal will: Establish credibility as the firm's senior leader for tax controversy, advanced research, and strategic transaction tax planning. Build strong working relationships with Keystone principals and managers and create a reliable process for identifying, scoping, and delivering TSG engagements. Develop and begin executing a multi-year growth plan for TSG, including priority services, target referral sources, pipeline development, staffing, and profitability. Strengthen the integration of TSG with Keystone Business Brokers and Keystone Wealth Advisors, particularly for owner transition and liquidity events. Deliver high-quality work on time, within agreed scope, and with strong client satisfaction and engagement economics. Develop managers and team members so the practice can scale without becoming dependent on one individual. Expand Keystone's reputation as a practical, technically sophisticated resource for business owners, attorneys, and CPA firms nationwide. Why Keystone This role offers more than technical complexity . click apply for full job details
Job Description Job Description: Description: Director / Principal, Tax Controversy & Strategic Tax Advisory Location: Remote (U.S.) Preferred Work Schedule: Pacific Time Zone or ability to support Pacific Time Zone business hours Job Type: Full-Time Salary: $150,000-$300,000 annually, depending on experience Bonus Opportunity: Performance-based bonus tied to leadership, quality, profitability, and practice growth Build and Lead a Specialized Tax Practice at the Intersection of Controversy, Research, and M&A Keystone CPAs is seeking a senior tax leader to direct and grow our Tax Services Group (TSG), a specialized national practice that helps small and midsize business owners, CPA firms, and advisors resolve complex tax matters and make better strategic decisions. This is not a traditional engagement-manager role. The successful candidate will own the growth and direction of the practice, serve as a primary bridge between Keystone's principals and managers, lead our most complex controversy and research matters, and support tax planning for mergers and acquisitions involving Keystone Business Brokers clients. Depending on experience, credentials, leadership history, and demonstrated practice-building ability, the successful candidate may be considered at the Director or Principal level. About Keystone Keystone is an integrated advisory firm focused on helping small and midsize business owners build stronger companies and better financial lives. We help clients improve performance, increase enterprise value, create scalable businesses that are not overly dependent on the owner, prepare for and potentially execute a business sale, and convert business success into long-term personal wealth. Our platform brings together Keystone CPAs, Keystone Business Brokers, and Keystone Wealth Advisors. This allows us to support owners throughout the business lifecycle - from accounting, tax compliance, CFO advisory, and strategic planning, through transaction preparation and execution, and ultimately into personal wealth planning, investment management, and legacy planning. The Tax Services Group is a key part of this integrated model. TSG handles sophisticated tax issues that extend beyond traditional return preparation, including federal and state controversy, advanced tax research, technical memorandums, strategic planning, and transaction tax consulting. Position Summary The Director / Principal will be the senior practice leader for TSG. This individual will combine technical tax depth, executive-level client service, business development, team leadership, and sound commercial judgment. The role is accountable not only for the quality and delivery of engagements, but also for growing the practice, strengthening Keystone's market position, and ensuring TSG expertise is effectively deployed across the firm. A central responsibility is serving as the primary technical and leadership interface between Keystone's principals and managers. The Director / Principal will help identify client needs, frame the right scope, assemble the right team, guide complex analysis, communicate recommendations, and ensure that controversy, research, planning, brokerage, and wealth-advisory opportunities are coordinated in the client's best interest. What You Will Do Practice Leadership and Growth Set the strategic direction and annual operating plan for the Tax Services Group. Grow practice revenue, qualified pipeline, referral relationships, and market visibility while maintaining strong quality and profitability. Identify and develop new service offerings that respond to recurring client and referral-source needs. Lead business development efforts with business owners, attorneys, CPA firms, investment bankers, lenders, and other professional advisors. Develop pricing, scoping, staffing, and delivery models that allow the practice to scale without sacrificing technical quality or client service. Represent TSG in firmwide planning and help Keystone principals evaluate opportunities, priorities, risks, and resource needs. Principal and Manager Interface Serve as the primary technical point of connection between Keystone's principals and managers on complex controversy, research, and strategic planning matters. Help principals and managers recognize when a client issue requires specialized tax controversy, research, transaction, or planning support. Translate client objectives into clear engagement scope, technical workstreams, staffing plans, budgets, and deliverables. Provide practical, timely guidance that enables managers to lead client relationships with confidence while appropriately escalating high-risk or judgmental matters. Create repeatable processes, tools, training, and communication protocols that make TSG expertise accessible across the firm. Tax Controversy and Technical Leadership Lead significant federal and state tax controversy matters, including examinations, administrative appeals, collection matters, penalty disputes, and other complex IRS or state agency proceedings. Research and interpret the Internal Revenue Code, Treasury Regulations, IRS guidance, Revenue Rulings, court decisions, and other authoritative tax sources. Develop defensible technical positions, legal and factual arguments, risk assessments, and practical resolution strategies. Prepare and review high-quality technical memorandums, opinion-level analyses, protest letters, responses to information document requests, and other written advocacy. Coordinate effectively with clients, CPAs, attorneys, valuation professionals, and other outside advisors. Act as a trusted technical resource for Keystone professionals and partner CPA firms nationwide. M&A and Transaction Tax Planning Partner with Keystone Business Brokers and Keystone principals to identify and address tax issues early in the transaction process. Advise business owners on transaction structure, pre-closing tax planning, entity restructuring, tax modeling, purchase price allocation, rollover equity, and other seller-focused planning considerations. Assist with tax due diligence, quality-of-earnings follow-up, transaction document review, and coordination with buyer and seller advisors as appropriate. Explain tax tradeoffs in practical business terms so owners can evaluate after-tax proceeds, risk, timing, and deal certainty. Coordinate with Keystone Wealth Advisors when transaction planning affects liquidity, investment strategy, charitable planning, estate planning, or long-term wealth objectives. Develop transaction-planning tools and standardized processes that allow Keystone to deliver a consistent, differentiated experience to business owners. Client and Market Leadership Own senior-level relationships with key clients and referral sources. Lead high-stakes client meetings and present complex conclusions clearly, directly, and credibly. Build Keystone's reputation through articles, presentations, webinars, professional education, and other thought leadership. Develop durable relationships with CPA firms that need specialized controversy, research, or transaction tax support without displacing their core client relationships. Identify broader Keystone opportunities while maintaining a client-first, needs-based approach. Team Leadership and Talent Development Lead and develop a fully remote, project-based team of approximately four tax professionals located throughout the United States. Clarify roles, set priorities, assign work based on expertise and capacity, and maintain accountability for deadlines and quality. Coach managers and professionals through complex technical issues rather than simply reviewing work at the end. Conduct thoughtful quality reviews and ensure work product is technically sound, persuasive, practical, and consistent with firm standards. Recruit, onboard, retain, and develop high-performing professionals and future practice leaders. Create a culture of urgency, ownership, collaboration, candor, and continuous improvement. Engagement Economics, Quality, and Risk Oversee engagement acceptance, scope, budgets, staffing, timelines, realization, profitability, billing, and collections in coordination with firm leadership. Proactively identify technical, legal, reputational, independence, staffing, and delivery risks. Establish quality-control and documentation standards appropriate for controversy, technical research, and transaction planning engagements. Communicate status, risks, and decisions clearly to firm leadership and clients before deadlines or budgets are compromised. Balance technical rigor with commercial practicality and efficient delivery. What Success Looks Like Within the first 12 months, the Director / Principal will: Establish credibility as the firm's senior leader for tax controversy, advanced research, and strategic transaction tax planning. Build strong working relationships with Keystone principals and managers and create a reliable process for identifying, scoping, and delivering TSG engagements. Develop and begin executing a multi-year growth plan for TSG, including priority services, target referral sources, pipeline development, staffing, and profitability. Strengthen the integration of TSG with Keystone Business Brokers and Keystone Wealth Advisors, particularly for owner transition and liquidity events. Deliver high-quality work on time, within agreed scope, and with strong client satisfaction and engagement economics. Develop managers and team members so the practice can scale without becoming dependent on one individual. Expand Keystone's reputation as a practical, technically sophisticated resource for business owners, attorneys, and CPA firms nationwide. Why Keystone This role offers more than technical complexity . click apply for full job details