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Staff Financial Group · 6 days ago

Tax Growth Solutions Leader

Tampa, FL

Full-time

Hybrid

Senior Level, Lead/Staff

15+ years exp

Staff Financial Group is seeking a seasoned consulting/advisory professional to lead the packaging, integration, and development of tax and cross-functional solution sets. The role focuses on aligning tax and advisory services to drive revenue growth and enhance the client experience through cohesive, client-centric solutions.

B2BFinancial ServicesHuman ResourcesInsurance

Responsibilities

Design frameworks to bundle tax and advisory services into cohesive, market-relevant solutions

Partner with regional, strategic, and industry leaders to identify high-impact solution combinations aligned to client segmentation models

Build segmentation models that guide solution packaging by industry, size, and strategic needs

Develop process models for packaged solution sets across tax offerings

Lead collaboration across service line and industry leaders to create integrated solution sets

Assess existing services to create solution attachment points across audit, tax, and advisory with industry alignment

Define and track KPIs for solution adoption, segment penetration, and cross-sell effectiveness

Build and launch new tax and tax-plus-advisory offerings through an external-to-internal innovation approach

Create process flow models for offering vetting, resourcing, alignment, and approvals

Partner with growth operations and knowledge teams to analyze trends and monitor emerging opportunities

Integrate voice-of-customer feedback into new offering development

Develop internal enablement materials that explain solution bundles and segmentation strategies

Partner with marketing and L&D to deliver consistent messaging and training on packaged offerings

Qualification

Solution packagingMarket segmentationCross-functional collaborationAnalytical skillsLeadershipCommunication skillsProblem-solvingStrategic thinkingCreativity

Required

Bachelor's degree in business administration or related field

Minimum 15 years in consulting or advisory services, including at least 10 years in solution packaging, cross-functional collaboration, and market segmentation

Proven success aligning service lines into revenue-generating, client-centric solution bundles

Exceptional analytical, problem-solving, decision-making, and strategic-thinking skills

Strong communication and presentation abilities across varied audiences

Demonstrated influence, leadership, and change-management capabilities

Self-starter with the ability to work independently and collaboratively

Adaptable and comfortable with ambiguity

Creative, innovative, and able to generate new ideas and solutions