Tax Director

ABOUT THE ROLE

A growing financial services company is seeking a Tax Director / Head of Tax to oversee its tax function and advise executive leadership. This role will have broad responsibility for corporate income tax, sales and use tax, personal property tax, and transaction-related tax matters across multiple jurisdictions.

As the organization s senior tax professional, this individual will combine technical expertise with practical business judgment to guide tax planning, assess risk, and strengthen compliance processes. Tax return preparation is outsourced, with this role responsible for managing external providers, reviewing their work, and maintaining internal ownership of tax positions and obligations.

The opportunity is well suited to a tax professional who enjoys working across technical and operational priorities while partnering closely with finance, accounting, legal, and business leadership. Equipment leasing experience is helpful but not required.

RESPONSIBILITIES

• Lead federal, state, and local tax compliance, planning, and risk management.
• Oversee external providers preparing corporate income, sales and use, and personal property tax returns.
• Review tax returns, calculations, and supporting workpapers for accuracy and completeness.
• Advise leadership on the tax implications of financing arrangements, asset transactions, and business initiatives.
• Research complex tax issues and develop practical, well-supported recommendations.
• Manage multistate sales and use tax matters, including exemptions, jurisdictional requirements, and transaction treatment.
• Oversee personal property tax filings, assessments, valuations, and related asset records.
• Address tax accounting matters, including provisions and deferred taxes, as applicable.
• Coordinate responses to tax notices, examinations, and audits.
• Improve tax technology, data integration, compliance calendars, and internal controls.
• Monitor legislative developments and communicate relevant risks and opportunities to leadership.

QUALIFICATIONS

• Strong technical foundation in corporate income taxation.
• Meaningful experience with multistate sales and use tax.
• Ability to evaluate tax implications of complex financial and commercial transactions.
• Experience overseeing outsourced tax compliance and reviewing provider deliverables.
• Strong tax research skills and the ability to interpret unfamiliar regulations.
• Ability to assess personal property tax obligations and related compliance requirements.
• Understanding of tax accounting, provisions, and deferred tax considerations relevant to the role.
• Strong organizational skills to manage concurrent deadlines and complex compliance obligations.
• Ability to translate technical tax matters into clear guidance for business stakeholders.
• Experience improving tax processes, reporting tools, or internal controls.
• Sound judgment and the ability to independently own a broad tax function.
• Equipment leasing experience is advantageous but not required.