Tax Director

We need to output HTML fragment with sections: About the role? The posting includes sections: "Who We Are", "The Role", "What You’ll Do", "What We’re Looking For", "What Makes This Role Different", "Compensation & Benefits", "Final Note". We need to use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings; fold minor metadata into short

  or drop it. Remove boilerplate etc. Preserve all substantive info. Do not invent or summarize away detail. Include a section only when posting has real specific content; never emit heading with filler placeholder. Prefer few substantive sections over many thin ones. We need to decide which sections to include. Likely: About the role (maybe "Who We Are" and "The Role" combined?), Responsibilities (What You'll Do), Requirements (What We're Looking For), Benefits (Compensation & Benefits), maybe "What Makes This Role Different" could be part of About the role or separate. But we need to avoid thin sections. Could combine "Who We Are" and "The Role" into an "About the role" section? However instructions: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They gave examples but we can use those headings. We need to include sections only when posting has real specific content. So we can have: - About the role (combining Who We Are and The Role description) - Responsibilities (What You'll Do) - Requirements (What We're Looking For) maybe split into Qualifications and Skills but we can combine. - Benefits (Compensation & Benefits) - Maybe "What Makes This Role Different" could be part of About the role or separate "Role Differentiators". But we have limited headings list; we could add a section "Role Differentiators" but not in examples; but we can still use

  with any heading? The instruction: use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It suggests those are examples but not exclusive? It says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect those headings. We should stick to those. So we can have About the role, Responsibilities, Requirements, Benefits. Possibly also Pay? The posting mentions Competitive base salary, performance-based bonus, health insurance, dental, vision, retirement plan. That's compensation and benefits. So we can have Benefits section covering compensation and benefits. Pay maybe not separate if we include in Benefits. We must not include sections with filler like "not specified". All sections have content. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include details from each section. Let's extract content: Who We Are: description of Revolution Group, founder, Revolution Capital, fiduciary, fee-only, purpose, culture, goal. The Role: description of Tax Director role, planning mind, sit in client meetings, join internal strategy sessions, tax expertise shapes advice, return preparation secondary, role sits at center of strategy, systems, execution. What You’ll Do: bullet points under Strategy & Client Collaboration, Tax Execution & Preparation, Operational Excellence, Quality Control, Growth & Beyond-the-Return Opportunities. What We’re Looking For: Qualifications (CPA license required, 3–7+ years tax preparation or public accounting experience, strong knowledge of federal and state tax laws), Experience (tax planning and strategy for individuals and closely-held businesses, individual and business tax return preparation, experience with HNW/UHNW clients preferred, comfort working directly with clients), Skillset (strong organizational and systems-thinking ability, detail-oriented, tech-forward mindset, strong communication and collaboration skills, self-starter). What Makes This Role Different: bullet points: consistent 40-45 hour week year-round, curated client base, role built around tax planning first, real voice in client strategy meetings, fully integrated with wealth advisory team, significant autonomy, opportunities beyond compliance, opportunity to build internal tax infrastructure, team-based culture with regular team events, built on EOS and core values. Compensation & Benefits: Competitive base salary (based on experience), performance-based bonus tied to execution quality and operational contribution, health insurance, dental, vision, retirement plan. Final Note: description of ideal candidate, etc. Could be incorporated into About the role or Responsibilities? It's more like a closing note. Could be part of About the role? But we might include as a separate section? The instruction says prefer few substantive sections over many thin ones. Final Note is somewhat redundant with earlier content; maybe we can incorporate into About the role or Responsibilities. However we must preserve all substantive information; we can incorporate its content into existing sections without losing detail. Let's see if Final Note adds new info not elsewhere: "Ideal For Someone Who Wants To Lead with planning, not just preparation; Be a genuine voice in client strategy, not just a preparer; Do complex, intellectually engaging tax work without an 80-hour season; Grow into consulting, CE speaking, and broader advisory work over time; Build better systems; Deliver high-quality outcomes in a true team environment; If you’re looking for a high-volume tax prep role, this is not the right fit. If you want complex work, real autonomy, a seat at the strategy table, and a sustainable schedule — we’d welcome a conversation." This is largely covered elsewhere but we can keep as a short paragraph in About the role or Responsibilities. To preserve, we can add a paragraph at end of About the role. We must not include boilerplate like EEO etc. There's none. Now produce HTML. Structure:

  About the role

  ... combine Who We Are, The Role, Final Note maybe.

  Responsibilities

  • ... list each bullet from What You’ll Do (grouped maybe). We need to preserve each bullet. Could break into subpoints but still
  • . We'll list each bullet as separate
  • . Might be many but okay. We need to ensure we don't lose any detail. Let's extract bullet points: Strategy & Client Collaboration (primary focus) - Lead and contribute tax planning strategy for each client, ahead of and alongside the advisory team - Sit in on client meetings as part of the advisory team - Partner with advisors in internal strategy sessions to build a tax plan for each client - Support direct client-facing tax communication and delivery Tax Execution & Preparation (supporting the plan) - Prepare individual and business tax returns for UHNW clients (1040s, S-corps, trusts, LLCs) - Manage tax filing and extension workflows with accuracy and timeliness throughout the year - Ensure compliance with federal and state tax regulations Operational Excellence - Improve and maintain tax onboarding processes - Build scalable workflows to support a growing client base - Identify opportunities for automation and efficiency improvement Quality Control - Ensure accuracy and completeness of all filings - Reduce errors, rework, and inefficiencies - Maintain a high standard of client deliverables Growth & Beyond-the-Return Opportunities - Opportunities to take on consulting work with clients beyond core tax prep - Opportunities to present continuing education sessions to peers and industry groups - Exposure to business consulting work as the firm’s advisory capabilities expand We'll put each as
  • .

    Requirements

    We can split into Qualifications, Experience, Skillset but we can combine into one
    with all items. But we might want to keep headings inside? The instruction says use

    for section headings; inside we can have

    or

    . We could have subheadings but they'd be

    maybe not allowed? Not specified. Safer to just list all items in one

    . But we might lose categorization but still preserve all info. Could also have multiple
    with preceding

    describing category. That's fine. We'll do:

    Qualifications:

    • CPA license required
    • 3–7+ years of tax preparation or public accounting experience
    • Strong knowledge of federal and state tax laws

    Experience:

    • Tax planning and strategy for individuals and closely-held businesses — not just compliance prep
    • Individual and business tax return preparation
    • Experience with high-net-worth or ultra-high-net-worth clients preferred
    • Comfort working directly with clients in a meeting setting, not just behind the scenes

    Skillset:

    • Strong organizational and systems-thinking ability
    • Detail-oriented with high standards for accuracy
    • Tech-forward mindset (automation, workflow tools, efficiency improvement)
    • Strong communication and collaboration skills
    • Self-starter who thrives with autonomy and ownership

    Benefits

    • Competitive base salary (based on experience)
    • Performance-based bonus tied to execution quality and operational contribution
    • Health insurance, dental, and vision
    • Retirement plan
    We might also include Pay? Not needed. Now About the role paragraph: combine Who We Are, The Role, Final Note. Let's craft a concise but detailed paragraph preserving all details. Who We Are: Revolution Group, LLC isn’t just another firm; it’s a movement. Founder once lead strategist for one of the world’s richest families, created Revolution Capital, SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, misaligned priorities. Bring elite strategies, including private investments, to HNW individuals/families, delivering results that matter. REAL FIDUCIARY™, fee-only, fiercely committed to clients’ best interests. Purpose: create financial security and a legacy for generations. Culture: hardworking, humble, forward-thinking. Goal: measurable success for clients and team. The Role: As Tax Director, hired primarily for planning mind, not production speed. Sit in on client meetings alongside advisory team and join internal strategy sessions where we dig into creative tax planning and complexities for each client. Tax expertise directly shapes advice clients receive. Return preparation rounds out role and keeps you close to details that make planning effective — but secondary to planning work. Role sits at center of strategy — leading tax planning and contributing tax perspective to client planning conversations, building infrastructure that lets tax function scale without losing quality, preparing and managing filings with precision in support of the plan. Final Note: Ideal for someone who wants to lead with planning, not just preparation; be a genuine voice in client strategy, not just a preparer; do complex, intellectually engaging tax work without an 80‑hour season; grow into consulting, CE speaking, and broader advisory work over time; build better systems; deliver high‑quality outcomes in a true team environment. Not a fit for high‑volume tax prep role; if you want complex work, real autonomy, a seat at the strategy table, and a sustainable schedule, we’d welcome a conversation. We'll combine into a paragraph or maybe two paragraphs. Use

    for prose. Now ensure we didn't miss any detail: mention "consistent 40–45 hour week, year-round — no busy-season burnout" etc. That's in What Makes This Role Different. We haven't included that section. Should we include it? It's substantive. Could be part of About the role or Responsibilities? It describes role attributes. Could be added to About the role as a paragraph. But we already have About the role long; we could add a sentence about schedule. However we have a