What are the responsibilities and job description for the President position at Lucida Tax Accounting Solutions?
At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services. With expertise, integrity and a client-centric approach, we aim to provide clarity, transparency and peace of mind in navigating the complexities of financial management.
Lucida President
Position Overview
The President serves as the chief executive of the firm, providing overall vision, direction, and leadership to achieve both short- and long-term profitability and growth. This top-level executive role aligns the company’s mission, vision, and long-term goals with actionable strategies, driving sustainable growth, financial stability, and market leadership.
Responsible for defining and executing the firm’s strategic direction, the President leads the organization’s growth strategy, oversees mergers and acquisitions (including post-acquisition integration), and ensures operational excellence across all business functions. The role organizes leadership and staff to meet strategic goals, establishes key metrics and KPIs, and drives innovation, efficiency, and competitive advantage.
Accountable for governance, risk management, and compliance, the President ensures appropriate controls are in place to protect the organization. This role requires extensive leadership experience, proven P&L responsibility, deep industry and operational knowledge, and the ability to lead with both visionary strategy and hands-on execution. The President reports directly to the board of directors.
Core Responsibilities
Leadership & Management
Qualifications & EXPERIENCE
Strategic Leadership and Vision
Setting long-term direction, aligning operations with mission and values, and inspiring others toward organizational goals. Visionary thinking, influence, organizational alignment, and the ability to motivate and empower senior leaders.
Operational Excellence and Execution
Overseeing daily operations, driving performance, and ensuring efficiency and quality across business units. Process improvement, results orientation, accountability systems, and continuous improvement mindset.
Financial Acumen and Business Insight
Strong emphasis on interpreting financial statements, managing budgets, and optimizing capital deployment to achieve growth and profitability. Data-driven decision-making, resource optimization, and fiscal discipline.
Strategic Planning and Growth Orientation
Defining and executing long-term growth strategies, pursuing new market opportunities, and ensuring measurable progress. Market analysis, opportunity identification, risk management, and strategy execution.
Mergers, Acquisitions, and Integration Expertise
Leading M&A from sourcing to post-integration performance monitoring. Due diligence, negotiation, change management, and value realization.
Communication and Stakeholder Management
Maintaining transparent, effective communication with employees, clients, shareholders, and partners while representing the organization externally. Executive presence, relationship management, persuasive communication, and brand ambassadorship.
Compensation
The salary range is $250,000 – $500,000, commensurate with candidate background, credentials, and experience. The company provides a comprehensive benefits package and eligibility for an annual performance-based bonus, designed to reward achievement and support long-term success within the organization. The position is based in Brookfield, Wisconsin.
The role requires extensive leadership experience, proven P&L responsibility, and deep industry and operational knowledge. A Bachelor's degree is required, with an MBA or advanced degree preferred. Candidates should have a proven track record as a senior executive in a growth-oriented organization, preferably within professional services, and possess strong financial acumen, exceptional leadership, communication, and interpersonal skills.
The company offers a comprehensive benefits package, eligibility for an annual performance-based bonus, and a competitive salary range of $250,000 – $500,000, commensurate with experience.
Lucida President
Position Overview
The President serves as the chief executive of the firm, providing overall vision, direction, and leadership to achieve both short- and long-term profitability and growth. This top-level executive role aligns the company’s mission, vision, and long-term goals with actionable strategies, driving sustainable growth, financial stability, and market leadership.
Responsible for defining and executing the firm’s strategic direction, the President leads the organization’s growth strategy, oversees mergers and acquisitions (including post-acquisition integration), and ensures operational excellence across all business functions. The role organizes leadership and staff to meet strategic goals, establishes key metrics and KPIs, and drives innovation, efficiency, and competitive advantage.
Accountable for governance, risk management, and compliance, the President ensures appropriate controls are in place to protect the organization. This role requires extensive leadership experience, proven P&L responsibility, deep industry and operational knowledge, and the ability to lead with both visionary strategy and hands-on execution. The President reports directly to the board of directors.
Core Responsibilities
Leadership & Management
- Provide overall leadership and direction to the organization, ensuring alignment with its mission, values, and long-term objectives.
- Lead and inspire the executive team and senior managers to achieve performance goals and maintain operational excellence.
- Oversee daily operations across all business units, ensuring efficiency, quality, and client satisfaction.
- Represent the firm in external affairs, including industry events, strategic partnerships, and public relations.
- Foster a culture of innovation, collaboration, and continuous improvement.
- Define and execute the firm’s long-term growth strategy, including establishing organizational goals, budgets, and action plans.
- Identify and pursue new market opportunities, competitive advantages, and innovative approaches to expand market share.
- Drive the execution of strategic initiatives, ensuring measurable progress toward growth and profitability objectives.
- Lead the sourcing, evaluation, negotiation, and execution of M&A opportunities.
- Oversee comprehensive due diligence processes, addressing financial, operational, cultural, and legal considerations.
- Develop and manage integration plans to maximize value creation and minimize operational disruption.
- Monitor post-integration performance and implement improvements as needed.
- Ensure smooth operation of key business functions, including production, marketing, and sales.
- Implement operational best practices to improve efficiency, scalability, and profitability.
- Establish clear performance metrics and accountability systems for business units.
- Interpret financial statements to guide decision-making and maintain the firm’s financial health.
- Manage budgets, allocate resources effectively, and optimize capital deployment for strategic initiatives.
- Deliver revenue growth and profitability in line with organizational objectives.
- Clearly articulate the firm’s vision, strategies, and goals to employees, shareholders, clients, and external partners.
- Maintain transparent, timely, and effective communication with internal and external stakeholders.
Qualifications & EXPERIENCE
- Demonstrated experience in strategic planning, operational leadership, and successful M&A execution.
- Bachelor’s degree required; MBA or advanced degree preferred.
- Proven track record as a senior executive (President, COO, GM, or equivalent) in a growth-oriented organization, preferably within professional services.
- Strong financial acumen with the ability to interpret and leverage financial data.
- Exceptional leadership, communication, and interpersonal skills.
Strategic Leadership and Vision
Setting long-term direction, aligning operations with mission and values, and inspiring others toward organizational goals. Visionary thinking, influence, organizational alignment, and the ability to motivate and empower senior leaders.
Operational Excellence and Execution
Overseeing daily operations, driving performance, and ensuring efficiency and quality across business units. Process improvement, results orientation, accountability systems, and continuous improvement mindset.
Financial Acumen and Business Insight
Strong emphasis on interpreting financial statements, managing budgets, and optimizing capital deployment to achieve growth and profitability. Data-driven decision-making, resource optimization, and fiscal discipline.
Strategic Planning and Growth Orientation
Defining and executing long-term growth strategies, pursuing new market opportunities, and ensuring measurable progress. Market analysis, opportunity identification, risk management, and strategy execution.
Mergers, Acquisitions, and Integration Expertise
Leading M&A from sourcing to post-integration performance monitoring. Due diligence, negotiation, change management, and value realization.
Communication and Stakeholder Management
Maintaining transparent, effective communication with employees, clients, shareholders, and partners while representing the organization externally. Executive presence, relationship management, persuasive communication, and brand ambassadorship.
Compensation
The salary range is $250,000 – $500,000, commensurate with candidate background, credentials, and experience. The company provides a comprehensive benefits package and eligibility for an annual performance-based bonus, designed to reward achievement and support long-term success within the organization. The position is based in Brookfield, Wisconsin.
The role requires extensive leadership experience, proven P&L responsibility, and deep industry and operational knowledge. A Bachelor's degree is required, with an MBA or advanced degree preferred. Candidates should have a proven track record as a senior executive in a growth-oriented organization, preferably within professional services, and possess strong financial acumen, exceptional leadership, communication, and interpersonal skills.
The company offers a comprehensive benefits package, eligibility for an annual performance-based bonus, and a competitive salary range of $250,000 – $500,000, commensurate with experience.
Salary : $250,000 - $500,000
