About this opportunity
Cardone Ventures lists this Vice President of Client Tax Services opportunity in scottsdale, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Compensation:
$250,000 to $350,000 annually
Location: Scottsdale, AZ
Workplace Setting: Fully onsite
POSITION SUMMARY
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.
ABOUT CARDONE VENTURES
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.
SUCCESSFUL OUTCOMES
Within the first year, the Tax Services practice is operational with a defined service model, a growing client roster, and a team in place delivering consistent, high-quality compliance and advisory work
Clients are actively reducing tax liability and making more informed financial decisions because of the strategic guidance coming out of this practice, resulting in strong retention and referral growth
The team operates with a culture of accountability and excellence, tax professionals are growing in their careers, and the practice is positioned for continued expansion into new service lines and client segments
OBJECTIVES
Practice Leadership & Strategy
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
Team Building & Management
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
Operations & Compliance
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
COMPETENCIES
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
EDUCATION AND EXPERIENCE
Required
CPA license, required; advanced degree in Taxation (MST or JD/LLM) strongly preferred
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
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
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
Pet insurance through SPOT
Employee Assistance Program through Guardian
Professional development reimbursements for outside courses and certifications
$250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing
Uncapped commission eligibility for all team members
PHYSICAL REQUIREMENTS
Prolonged periods sitting at a desk and working on a computer
Ability to speak on the phone with clients
Must be on-site at our Scottsdale, AZ office; this is not a remote role
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
Cardone Ventures uses AI-assisted tools as part of our recruiting process. These tools may be used to support resume screening, candidate outreach, or initial assessments. All hiring decisions are made by our People team and hiring managers. If you have questions about our process please contact us.
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Worksite address
scottsdale, AZ, 85261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.