Director, Tax

 Posted 24 days ago
     
10+ years experience
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AI Summary

The Director of Tax will design, launch, and lead the firm's tax advisory practice, including developing service offerings and mentoring a team. They will serve as the primary senior tax advisor for clients, providing strategic guidance on M&A, entity structure, and complex tax matters.

Topo provides fractional embedded accounting and finance support to venture-backed companies. Topo’s customers look to us as early-stage company experts focused on helping their companies succeed.

Topo Advisors is a modern advisory firm built to help founders, operators, and investors navigate the financial and strategic complexities of building companies. We combine deep expertise in accounting, finance, and business strategy with a genuine commitment to our clients' success. As we continue to scale, we are launching a dedicated Tax Practice - and we are looking for an exceptional leader to build it from the ground up.

This position can be remote based in the United States. The company is headquartered and based in Indianapolis, Indiana. 

The Opportunity

This is a rare chance to build something meaningful. As Director of Tax  you will create and lead Topo Advisors' tax practice — helping to define the service model, recruiting and developing the team, and serving as the firm's senior tax advisor. 

What You Will Do

Practice Leadership

  • Design, launch, and lead Topo Advisors' tax advisory practice
  • Develop the service offering, fee structure, and go-to-market strategy for tax services
  • Build and mentor a team of tax professionals as the practice grows
  • Partner closely with the broader Topo Advisors team to deliver integrated, holistic advisory services to early-stage companies

Client Advisory

  • Serve as the primary tax advisor to a book of clients including preparation and review of tax returns
  • Provide strategic tax planning guidance on M&A transactions, entity structure, equity compensation, and capital events
  • Lead engagements around federal and state income tax, pass-through entities, R&D credits, and international tax matters
  • Build trusted, long-term relationships with clients — advising not just on tax, but on the broader business implications

Firm Contribution

  • Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters
  • Contribute to firm-wide business development and brand-building efforts
  • Stay ahead of regulatory changes and proactively communicate implications to clients and colleagues

What We Are Looking For

Experience & Expertise

  • CPA required; advanced degree (MSA, MST, JD/LLM) strongly preferred
  • 8+ years of tax experience, with a meaningful portion in public accounting (Nationally recognized regional firm preferred)
  • Deep expertise with C-Corporations required
  • Experience advising venture-backed or private equity-backed companies is a strong plus
  • Familiarity with equity compensation structures (ISOs, NSOs, 83(b) elections, carried interest)

Leadership & Character

  • A genuine desire to build — you are energized by the idea of creating a practice, not just managing an existing one
  • Excellent communicator who can translate complex tax concepts for non-technical founders and executives
  • Client-first mindset with a reputation for responsiveness, integrity, and sound judgment
  • Collaborative by nature — you thrive in a team environment and want to help the whole firm succeed
  • Entrepreneurial spirit with high standards and a drive for excellence

Compensation & Benefits

Topo Advisors offers a competitive compensation package commensurate with experience, including base salary, performance-based bonus tied to practice growth, and equity participation in the firm. Full benefits package includes health, dental, and vision coverage, generous PTO, and professional development support.

Our Values:

TRUST

Our team operates in a high-trust role with customers. We look for people who exhibit uncompromising integrity, empathy, attention to detail, and the ability to exceed expectations.

OWNERSHIP

We care about the success of the companies we serve like they're our own. So we embrace real ownership through consistency, responsiveness, and thought partnership.

CURIOSITY

Our customers look to us for guidance on industry standards, best practices, and thought leadership. We’re seeking voracious learners and curious people who are passionate about providing strategic insights to the companies we serve.

Topo Advisors is an equal opportunity employer, and we value diversity at our company. We don’t discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Candidates must be authorized to work in the United States without the need for sponsorship now or in the future. 

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