KBKG - Tax Credits, Incentives & Cost Recovery · 18 hours ago
Director of Sales Tax Recovery
KBKG is launching a Sales & Use Tax Recovery practice as a foundational platform for long-term growth and diversification. The Director of Sales Tax Recovery will be responsible for building, executing, and scaling this practice, focusing on delivery and pipeline development.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Lead and deliver sales & use tax recovery engagements with a focus on quality, compliance, and client experience
Build and standardize methodologies, SOPs, templates, and quality control processes
Partner with Account Directors to identify opportunities, support free analyses, and close engagements
Own pipeline management, forecasting, and reporting in Salesforce
Manage delivery capacity and determine when temporary third-party resources are required
Develop the roadmap to fully internalize delivery within 6–12 months
Leverage technology and automation to increase efficiency and scale
Support future growth initiatives including audit defense, compliance, and acquisitions
Hire, mentor, and develop analysts or support staff as the practice grows
Uphold and reinforce KBKG’s core values in all client and internal interactions
Qualification
Required
CPA preferred; significant sales & use tax or SALT experience required
10+ years of progressive tax practice experience (public accounting, consulting, or industry)
Demonstrated experience leading complex tax engagements
Strong commercial mindset with comfort in client-facing sales and presentations
Ability to build processes from the ground up in a growth environment
Strong communication, leadership, and organizational skills
Preferred
Experience working with CPAs and CPA referral channels strongly preferred
Salesforce or CRM pipeline management experience preferred
Benefits
Comprehensive benefits package included.
Company
KBKG - Tax Credits, Incentives & Cost Recovery
Established in 1999 with offices across the US, KBKG has helped businesses and their CPAs unlock over $10 billion of tax credits and incentives.
Funding
Current Stage
Growth StageLeadership Team
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