Director of Information Technology

About KBKG

KBKG LLC, a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast-growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting. We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence.

Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth.

KBKG is moving from reactive IT to proactive, employee-enabling technology. This role exists to make our Microsoft 365 environment easy to use, unlock AI and automation across the firm, and ensure our MSP delivers consistent support—while we fix root causes and improve how work gets done.

We use an MSP for helpdesk, after-hours support, procurement, and onboarding execution. You will own the employee-facing technology experience, AI enablement, governance, and the outcomes. You’ll also lead internal change management so improvements actually stick.

This is a hands-on player/coach role focused on enablement—not a helpdesk position.

1) Microsoft 365 experience that employees actually like using (SharePoint-first)

Our current SharePoint experience is harder than it should be. Your job is to make it simple and predictable.

• Own and improve SharePoint, One Drive, Teams, and Exchange with a focus on usability, adoption, and speed.
• Design and enforce a clean information architecture
  : hubs, navigation, site templates, naming conventions, permissions model, and content lifecycle.
• Reduce sprawl and confusion: clarify where documents live, fix findability, standardize templates, and create “how we work” patterns.
• Guide Teams usage while intentionally limiting unnecessary Teams-connected SharePoint site sprawl.
• Create lightweight governance that doesn’t slow people down but prevents chaos.

2) AI enablement & automation (enterprise tools + measurable outcomes)

We have Microsoft 365 E5 and want to responsibly adopt AI at scale.

• Lead adoption of:
• Copilot for Microsoft 365
• Power Platform (Power Automate/Power Apps)
• Enterprise licensing and enablement for ChatGPT and Claude
• Define AI usage guardrails: what’s allowed, what isn’t, how data should be handled, and how teams should use AI safely.
• Build training, office hours, and playbooks that drive real adoption (not shelfware).
• Identify and deliver automations that remove repetitive work and reduce errors (examples: approvals, document routing, reminders, onboarding workflows, reporting packaging, intake/triage).
• Measure impact (hours saved, cycle time reduced, fewer mistakes) and continually expand what’s working.

3) Communication, training, and change management (make adoption stick)

This role is as much about people and process as it is about technology.

• Build a consistent enablement program: onboarding content, self-serve knowledge base, “how to” guides, and short training sessions that employees actually use.
• Translate technical changes into clear business outcomes and simple instructions.
• Partner with department leaders to prioritize the improvements that will move the needle for their teams.
• Run rollouts the right way: pilot → feedback → iterate → scale, with minimal disruption.

4) Software selection & standardization (prevent tool sprawl, drive adoption)

You’ll lead evaluation and selection of software that improves productivity, with a bias toward simplifying the stack.

• Run software selection end-to-end: requirements gathering, vendor evaluation, security/data review, pilot design, ROI assessment, rollout, and adoption.
• Standardize tools and reduce duplication; create clear “approved tools” guidance.
• Own licensing strategy and vendor management for key productivity and AI tools.
• Partner with leadership on major platform decisions (e.g., future systems like Net Suite), ensuring implementers/vendors are…