IT Director

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. 

About the role

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.

What you’ll own (priority areas)

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,      OneDrive, 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 NetSuite), ensuring      implementers/vendors are accountable.

5) MSP management and accountability (outcomes, not excuses)

We’re keeping the MSP for helpdesk/after-hours/procurement/onboarding execution. You’ll make sure they perform and reduce ticket volume over time.

• Set and enforce clear      responsibilities: what the MSP owns vs. what you own.
• Define SLAs, escalation      paths, quality standards, and reporting cadence (weekly metrics +      quarterly reviews).
• Drive root-cause      elimination: reduce repeat tickets by fixing underlying problems and      standardizing systems.
• Ensure the MSP follows your      standards for device builds, access provisioning, and      onboarding/offboarding execution.

Other responsibilities (vendor-supported projects)

You will own outcomes and direction; we can bring in outside vendors for project work as needed.

Identity, endpoint standards, and security foundations

• Own Okta administration      (currently MSP-managed), including Okta Verify MFA policies, SSO      integrations, and lifecycle workflows.
• Maintain endpoint standards      through Intune for Windows (policies, compliance baselines, app      deployment). Deep engineering work can be vendor-supported.
• Maintain security      foundations using Microsoft Defender for Endpoint (we currently use      it) and implement practical response workflows and escalation.
• Use Microsoft Purview      (E5) to support responsible data handling through sensible      labeling/retention and basic eDiscovery readiness—implemented      pragmatically.

What success looks like

In the first 90 days

• Baseline and publish a clear      plan for SharePoint usability: information architecture, navigation,      templates, permissions cleanup, and quick wins.
• Stand up an enablement      cadence: training sessions, office hours, knowledge base, and a simple      intake/prioritization process.
• Deliver an AI rollout plan      for Copilot + enterprise ChatGPT/Claude: guardrails, training, and the      first high-value use cases.
• Implement the MSP operating      model: responsibilities, escalation paths, SLAs, and weekly reporting.
• Establish a lightweight      software selection process (requirements ? pilot ? decision) and an      “approved tools” list.

In 12 months

• SharePoint is materially      easier to use: fewer “where is it?” problems, predictable structure, and      higher adoption.
• AI is operational: Copilot +      enterprise ChatGPT/Claude are widely used with guardrails, and automations      are saving meaningful time across teams.
• Employees are enabled:      onboarding is smoother, self-service is real, and ticket volume is down      because the system is better.
• MSP performance is      measurable and improving, and repeat issues have been driven down through      root-cause fixes.
• Software sprawl is under      control: clear standards, better adoption of fewer tools, and cleaner      vendor/license management.
• Foundations are solid: Okta      governance is consistent, Intune compliance is measurable, Defender is      tuned, and Purview basics support responsible data handling.

Required experience

• 8+ years in IT with      end-to-end ownership of business technology in a professional environment.
• Strong hands-on Microsoft      365 administration, especially SharePoint and Teams/OneDrive.
• Demonstrated success      improving employee experience through standardization, governance, and      adoption—not just tool administration.
• Proven ability to lead      change: communication, training, documentation, and stakeholder      management.
• Experience evaluating and      selecting software: pilots, ROI, vendor management, and driving adoption      after selection.
• Vendor/MSP management      experience with accountability, metrics, and escalation discipline.
• Working knowledge of Okta,      Intune, and Defender for Endpoint (depth can vary; must be      able to own direction and outcomes).

Strongly preferred

• Copilot for Microsoft 365      rollout experience (or comparable AI enablement at scale).
• Power Automate/Power      Platform delivery experience.
• Experience using Microsoft      Purview for labeling/retention/eDiscovery foundations.
• Experience preparing an      organization for SOC 2 readiness (even if not certified).

Compensation and Travel

· $170,000–$220,000 base + benefits + up to 10% bonus

· Approximately 1–2 days/month of travel (more during major rollouts)

Physical Requirements 

· Prolonged periods sitting at a desk and working on a computer. 

· Must be able to lift up to 15 pounds at a time. 

An Equal Opportunity Employer 

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and selection decisions be based on job-related factors.