We have been engaged by a financial services company looking to bring on a Director of Tax. Our client offers a small company feel with a very collaborative environment. The ideal candidate is a team player who manages the tax team to greater performance, creates and implements tax plans and works with accounting and leadership teams to identify opportunities for process improvement and potential areas of risk.
Responsibilities:
- Facilitate and manage the preparation and review company federal tax returns and the accurate, timely filing of all tax forms.
- Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business related filings.
- Find and implement opportunities for process improvement in company tax procedures.
- Develop and implement strategic tax planning for all necessary federal and state taxes.
- Manage members of the tax team as they prepare components of the company's
- US federal income tax return and other tax documents.
- Plan for and develop overall return calendar and coordinate timing and inputs with tax team.
- Maintain effective control procedures over all aspects of the tax process. Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
- Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
- Provide support with various internal audits and special tax related projects. Review tax returns and quarterly/yearly tax projections.
- Manage and mentor members of tax team to greater levels of effectiveness and engagement.
- Coordinate with German Tax advisors for cross border and treaty issues
Qualifications for Tax Director
- Extensive individual/corporate/partnership tax knowledge
- Strong accounting, analytical, and research skills. Excellent written and oral communication skills.
- Strong knowledge of tax code, compliance and procedures for partnerships
- corporations (both domestic & foreign).
- Familiarity with U.S. federal, state and local reporting requirements.
- Strong experience with a variety of tax operations and ability to drive process improvements.
- Strong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members.
- Ability to work well independently as well as the ability to work well with others and communicate the benefits of tax initiatives.
- Strong organizational and interpersonal skills.
- We are looking for a candidate with 5+ years of experience in a tax manager or higher level public accountant role and at least 2 years of experience in a management role. Preferred candidates have a current CPA license and a master’s degree in an accounting discipline.
