Director of Technology and Innovation

Director of Technology & Innovation

Location:

100% Remote work with core working hours of 11 AM - 4 PM EST.

The Director of Tech & Innovation will play a pivotal role by leading the team responsible for designing and implementing technology and innovative ideas that will support the company’s long-term goals. This role combines strategic planning with hands‑on collaboration. The director will work with other department heads to identify challenges, develop solutions, and ensure systems are secure, reliable, scalable, and effective.

As a member of Tax Valet’s leadership team, this role offers a unique opportunity to shape the future of a rapidly growing company, directly impact business growth, and build a world‑class team in an environment that values innovation, data‑driven decision making, and transformative client experiences.

This is a newly created leadership role  we grow, technology, data and automation are becoming central to how we serve clients and scale sustainably.

Professional

• 5+ years of experience in technology, innovation or similar field with at least 3 years of experience leading technical teams within a service-based industry.
• Bachelor’s Degree or higher in Information Systems, Computer Science, Accounting, Business or related field.
• Preference for those who have a background in accounting, tax and/or financial-focused organizations, and experience leading digital transformations in a professional services firm.
• Technical expertise leading project management, data analytics platforms (ex: Quickbase, Alteryx) and applied AI solutions (such as Copilot, OpenAI, Azure AI).
• Proven success leading product development from ideation through execution with strong returns on investment.

Interpersonal

• You’re a natural leader. You enjoy working with diverse people and a variety of ideas, driving the team toward a common goal.
• You’re an effective and comfortable communicator.
• You’re intellectually curious. You’re comfortable with ambiguity and are a seeker of new challenges.
• You’re eager to learn.
• You’re a strategic thinker with the ability to create a vision for the future, absorb and analyze information, and help the team create actionable initiatives.
• You are not afraid to challenge the status quo and speak up when something doesn’t seem right. You’re confident in voicing concerns and advocating for what’s best for the team, clients, and Tax Valet as a whole.

• Vision & Direction:
  Define and drive the strategic goals of the Tech & Innovation Team in alignment with the department and company’s future direction. Develop and maintain a comprehensive long‑term roadmap for this team’s operations.
• Team Development, Management and Leadership:
  Develop Tech & Innovation Team members. Ensure adequate learning opportunities for all staff related to current innovative trends and emerging technologies. Effectively communicate processes, procedures and their underlying reasons to the team. Identify areas where employees need additional training and hold them accountable for their work.
• Innovation & Problem‑Solving:
  Support this team in identifying operational issues, pain points and bottlenecks, and designing practical solutions. Focus on continuous process improvement, technology adoption across the organization, and team development initiatives to ensure the department remains ahead of innovative trends, and evolving client and employee needs. Lead cross‑department projects to improve workflows and data accuracy. Evaluate tools and approaches that improve efficiency and client service.
• Technology Oversight & Vendor Management:
  Evaluate, oversee, and evolve the work of our IT managed service provider. Manage technology vendors and software contracts. Ensure systems meet security and compliance requirements.
• Change Leadership:
  Support adoption of new tools and processes across teams. Establish healthy communication channels across teams, encouraging collaboration where necessary to achieve company goals.

• You enjoy building teams, systems and processes where they minimally existed before.
• You are comfortable operating with…