Managing Director, Business Development Tax

Pathward
Sioux Falls, Louisville
Workplace: RemoteFull timeUSD 86,000 - 145,000 annuallyFunction: Business Development & PartnershipsExperience: 8+ yearsEducation: bachelorsSkills: ["Collaboration","Attention to detail","Executive communication","Presentations","Product implementation"]

Drive strategic growth for tax-related products and financial solutions by expanding high-value partnerships across the tax preparation, financial services, and fintech ecosystem. Build and manage a pipeline of prospective clients, referral partners, and strategic opportunities; negotiate and implement new deals; and serve as a tax industry subject matter expert. Collaborate with Sales, Operations, Product, Compliance, Marketing, and Executive Leadership to improve revenue growth, product adoption, and customer value.

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Pathward
Pathward
2 days ago

Managing Director, Business Development Tax

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Last checked: 3 hours agoStatus: Live

Job Summary

Drive strategic growth for tax-related products and financial solutions by expanding high-value partnerships across the tax preparation, financial services, and fintech ecosystem. Build and manage a pipeline of prospective clients, referral partners, and strategic opportunities; negotiate and implement new deals; and serve as a tax industry subject matter expert. Collaborate with Sales, Operations, Product, Compliance, Marketing, and Executive Leadership to improve revenue growth, product adoption, and customer value.
Location: Sioux Falls, Louisville
Workplace: Remote
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Sr. Director level

Key Responsibilities

  • •Identify, develop, and expand strategic business opportunities for the company’s tax-related products, services, and financial solutions.
  • •Build and maintain relationships with tax preparation firms (Service Bureaus), software providers, industry associations, and strategic partners.
  • •Develop and execute business development strategies to increase product adoption, market share, and revenue growth.
  • •Identify, negotiate, and manage partnership opportunities aligned to company objectives and profitability targets.
  • •Serve as a subject matter expert on the tax industry and analyze market conditions, customer needs, and industry trends to identify opportunities and risks.

Pay and Benefits

Salary: USD 86,000 - 145,000 annually
Perks:Health Insurance401kLife InsuranceDisability BenefitsPaid Leave

Key Requirements

  • •Bachelor's degree or equivalent education and work experience.
  • •8+ years of progressive business development, strategic partnership, sales leadership, or related experience, with a significant portion in tax, fintech, financial services, banking, and/or software.
  • •5+ years leading complex strategic partnerships, channel development, enterprise sales, or business growth initiatives with measurable revenue impact.
  • •Strong understanding of the tax preparation ecosystem, including tax software providers, Service Bureaus, IRS programs, refund transfer products, bank products, and related services.
  • •Experience with financial analysis/business case development, contract negotiations, and strategic planning activities.
Experience:8+ yearsTaxFintechFinancial servicesBankingSoftware
Education:Bachelor's
Skills:CollaborationAttention to detailExecutive communicationPresentationsProduct implementation
Languages:English
Tech Stack:Microsoft

Company Brief

Pathward
Provides banking-as-a-service APIs, card issuing, deposit and payment solutions for fintechs, businesses, and partners. Offers integrated banking products including debit cards, program management, and compliance services to enable financial product delivery.
Industry: Fintech Infrastructure
Growth: Established Company
WebsiteLinkedIn