Compliance Implementation Manager (Tax & Legal Focus)

The Opportunity We are seeking a Compliance Implementation Manager who specializes in the Tax and Legal sectors. This is not a role for a clipboard auditor who simply identifies flaws and walks away. We need a builder and a closer. You will guide our clients through the complex journey of regulatory compliance (IRS Pub 4557, FTC Safeguards Rule, NIST CSF). Your mission is to perform Gap Analyses and then, crucially, manage the remediation process to ensure those gaps are actually closed. You will serve as the bridge between the client's business requirements and our technical team's execution. Role Scope: This is a Phase 1 / Build role. You will be responsible for designing and documenting the compliance delivery process while actively managing 10–15 client engagements through their compliance lifecycle. As we scale, this role may evolve into a team lead position overseeing additional specialists. Key Responsibilities1. Client Consultation & Advisory • Trusted Advisor: Serve as the primary point of contact for CPAs, Tax Partners, and Attorneys regarding data security. Translate regulatory mandates into calm, actionable project plans. • Gap Analysis & Roadmap: Conduct assessments of client environments to identify non-compliance. Create a clear, prioritized roadmap to move them from non-compliant to compliant status. • Onboarding: Lead the client through the setup of our GRC portal. Facilitate the process—help them upload evidence and understand their dashboard. 2. Implementation & Remediation Management • Own the Fix: You do not just report problems; you drive the resolution. • Technical Remediation: Create and track tickets for our Backend/Support teams (e.g., Deploy EDR, Enable MFA) and verify completion. • Policy Remediation: Customize Written Information Security Plans (WISPs) and Incident Response Plans (IRPs) for the client, ensuring they are adopted, not just filed away. • Verification: You are the gatekeeper. Verify that technical controls implemented by the backend team actually satisfy the specific compliance requirement (e.g., IRS Security Six) before marking tasks complete. 3. Process Architecture & Scaling • Build the Playbook: Help us move from custom projects to scalable processes. Document Standard Operating Procedures (SOPs) for the compliance lifecycle so we can replicate success across our client base. • Sales & Growth Support: Occasionally assist the Sales team as a Subject Matter Expert (SME) during prospect calls to explain our compliance value proposition. 4. Incident Response Coordination • Breach Coordination: In the event of a security incident, act as the coordination point between the client, our Backend/SOC Team, and external stakeholders (Cyber Insurance, Breach Counsel). • Scope of Authority: You are responsible for communication flow and timeline management. Technical containment decisions remain with the SOC lead; legal/disclosure decisions remain with breach counsel. You ensure all parties are connected and informed. • Privilege Preservation: Ensure communications preserve Attorney-Client Privilege where applicable. Requirements Must Have: • 3+ years in compliance, risk management, or security consulting • Direct experience implementing FTC Safeguards Rule or IRS Pub 4557 requirements • Demonstrated ability to manage 10+ client engagements simultaneously • Experience with GRC platforms for evidence collection and compliance tracking • Strong written communication skills for policy documentation • Sector Experience: You have worked with (or inside) Accounting Firms, Tax Practices, or Law Firms. You understand the unique constraints of Tax Season (Jan 15 – April 15), the critical nature of Tax/Practice Management software, and specific regulatory concerns (IRS fines, reputation loss). Nice to Have: • Certifications: CISM, CISA, CISSP, CIPP/US, or CompTIA Security+ • Familiarity with NIST CSF 2.0 or SOC 2 frameworks • Basic technical literacy (can read a firewall rule, understand MFA configurations) • Experience creating compliance training materials What We're Looking For Regulatory Fluency: You are comfortable discussing and applying IRS Pub 4557, FTC Safeguards Rule, and GLBA. You understand the Qualified Individual (QI) role and can support a client's designated QI—though you will not personally assume QI liability on behalf of clients. Project Management: You are highly organized. You can manage the compliance journeys of multiple clients without dropping the ball. Closer Mentality: You get satisfaction from results. You are persistent in following up with clients and internal teams to ensure tasks are finished and dashboards turn green. Why Join Verito? • Be the Architect, Not Just a Worker: You are not stepping into a rigid, dusty process. You are joining to build the compliance engine that will serve hundreds of tax and legal firms. You will have the autonomy to design workflows, select tools, and shape the department. • Recession-Proof Stability: We serve the Tax and Accounting industry—a sector that is essential and stable regardless of the economy. Verito has been growing steadily since 2016, offering you a secure platform to build your career. • High-Visibility Impact: You will report directly to leadership (COO/Head of Operations). Your work will directly impact client retention and our ability to win Enterprise-level deals. You will not be a cog in a wheel; you will be the face of our security promise. • Capable Technical Team: You will work alongside a skilled backend and support team running CrowdStrike, Datto, and Palo Alto infrastructure. You will not be fighting for resources—you will be orchestrating a team that can execute. About Verito Verito Technologies provides managed IT and cloud hosting services to professional services firms across the United States. Our compliance practice serves tax preparers, CPAs, and law firms who must meet stringent data protection requirements. • Apply tot his job Apply To this Job