About Turnkey Financial Solutions, Inc.
Turnkey Financial Solutions, Inc. (TFS) is a California-based tax strategy and advisory firm serving high-income W-2 professionals and service-based business owners with major 7- and 8-figure annual revenue. Our clients are concentrated in the San Francisco Bay Area technology sector. A significant proportion of our W-2 client base are first-generation Indian immigrants navigating sophisticated US tax challenges around equity compensation (RSUs, ISOs, NSOs, ESPPs, AMT), charitable planning, real estate, and cross-border family financial planning. We have built a strong reputation in our market — 91 five-star reviews — and we are now adding a senior credentialed advisor to grow with the firm long-term.
The Role
The Director of Tax Advisory & Knowledge Operations is the firm's senior credentialed advisor. You will work in partnership with the CEO across three integrated functions: (1) leading day-to-day client advisory and prospect-qualifying conversations; (2) driving the firm's knowledge-operations infrastructure — the calculators, content, AI-avatar knowledge base, and supporting tools that scale the firm's advisory output; and (3) serving as the firm's internal technical authority, with backup from outside tax controversy counsel on the most complex strategy questions.
Day-to-Day Responsibilities
1. Client Advisory (primary)
Lead day-to-day client advisory meetings. Prepare planning analyses, equity-compensation deep dives, and year-end tax-strategy meetings. Explain complex tax positions in plain English. Partner with the CEO on the firm's highest-stakes client conversations; carry the day-to-day relationship on the rest.
2. Prospect Qualifying (secondary)
Take inbound prospect interest calls. Qualify on fit (income level, business structure, complexity, geography). Explain TFS's services and book qualified prospects with the CEO for closing. Handle straightforward engagements end-to-end as judgment matures. This is not a cold-sales role; you receive warm inbound leads generated by the firm's marketing pipeline.
3. Knowledge Operations (significant)
Own the firm's strategy-calculator portfolio and content infrastructure. Drive the project-management cycle across the Philippines-based team. You break down each new calculator into sub-deliverables, assign work, set due dates, track status, and drive to completion. You are the technical reviewer who certifies output accuracy before it ships. The firm's AI-avatar knowledge base and sales-enablement content sit in your portfolio.
4. Technical Review & Risk Management (with outside counsel backup)
Review aggressive tax strategies the firm considers placing with clients. Identify the issues that require outside counsel. Coordinate with the firm's outside tax controversy counsel on the highest-risk matters; serve as the in-house interlocutor who packages questions for counsel and translates responses into firm policy.
5. Tax-Prep QC and Disclosure Compliance (operational)
Review prepared returns flowing through the ProConnect pipeline before signature, with focus on returns claiming non-routine deductions, complex equity compensation, or aggressive positions. Own Form 8283 substantiation, Form 8275 disclosure decisions, Form 8918 material advisor compliance (where applicable), and the firm's workpaper protocol for strategy-gating documentation.
Required Qualifications
- Active CPA license or Enrolled Agent credential (US-credentialed)
- Minimum 5 years of US federal income tax experience in public accounting or a tax advisory firm
- Demonstrated competency in equity-compensation taxation (RSUs, ISOs, NSOs, ESPPs, AMT)
- Experience with high-income W-2 clients or HNW individual tax planning
- Strong client-facing communication skills
- Project-management discipline; experience leading end-to-end content or product build with a distributed team
- For India-based candidates: cultural and substantive familiarity with Indian-immigrant US-tax issues — NRI/RNOR/ROR status, India-US Totalization, repatriation, dual-residency family structures
- Experience with TaxDome, ProConnect, TaxGPT, TaxPlanIQ/Instead, or similar planning-software stacks
Preferred Qualifications
- LLM in Taxation, or law degree
- Big 4 captive alumnus (Deloitte USI, EY GDS, KPMG GDC, PwC AC) or comparable US-tax-focused practice
- Prior consulting or advisory-firm experience with consultative client intake or prospect-qualifying responsibilities
- Direct experience with HNW tax planning or M&A tax
- Subject-matter competence in: §170 (charitable contributions), equity-compensation taxation, Subchapter K basics, real estate tax, Circular 230 standards
Compensation
Base salary: USD $60,000 to $80,000 per year (Latin America). Base salary is calibrated to your country of residence, reflecting local market rates for top-tier US-credentialed tax talent.country of residence, reflecting local market rates for top-tier US-credentialed tax talent.
Performance Bonus: Year 1 bonus is discretionary, with a target range of 15 to 20 percent of base salary. The bonus structure will be formalized into a written incentive plan covering Year 2 forward.
Professional Development: Annual professional development budget of USD $3,000 to $5,000, covering CPE compliance, attendance at one professional conference per year, and tax-research software subscriptions.
Engagement Logistics
- Employment via Employer of Record (Deel or equivalent) in your country of residence with full local statutory benefits
- No relocation required. Permanent remote role.
- Latin America-based candidates (Mexico, Colombia, Argentina, Brazil): strong US time-zone overlap, neutral-accent English. Primary working hours overlap US business hours directly, which is advantageous for client-facing and prospect-qualifying workdirectly, which is advantageous for client-facing and prospect-qualifying work
This is a long-term, career-track role. Years 2 and 3 are expected to expand the Director's portfolio as the firm grows. Specific title progression (Senior Director, Principal-equivalent) and any equity-equivalent participation will be discussed at the Year 2 review.
How to Apply
Apply through this posting. Qualified candidates will be contacted for next steps, which include a structured multi-stage interview process with paid case studies.
Job Type: Full-time
Pay: $1,020,000.00 - $1,360,000.00 per year
Work Location: Remote
