Tax and Finance Director
Tax Management
• Lead the in-house tax compliance process, including preparation and review of approximately 100 federal and 140 state tax returns.
• Oversee relationships with outsourced tax and accounting service providers.
• Represent the family and related entities before the IRS and other regulatory bodies, managing all tax-related correspondence.
• Ensure full compliance with the Internal Revenue Code and applicable financial regulations.
Financial Management
• Serve as a strategic advisor to the CEO on tax planning, estate and gift strategies, budgeting, and cash flow management for individuals, trusts, and entities.
• Oversee tax reporting to the family and manage all quarterly tax estimates and filings.
• Assist in leading the administration and financial reporting of trusts and entities.
• Manage and optimize software systems used for tax, accounting, and financial reporting.
Business Management
• Collaborate with the CEO and external advisors on financial, legal, operational, and tax matters, including the preparation and review of legal documents and contracts.
• Work with the CEO to manage risk across financial, legal, operational, and tax domains.
• Assist in leading the management of property-related and personnel issues.
• Provide supervisory support for office staff and assist with HR-related matters.
Other Responsibilities
• Act as a primary point of contact for family members and external advisors on certain matters.
• Oversee the office’s document retention policy and ensure compliance.
• Manage payroll, benefits, and HR administration in coordination with outsourced providers.
• Insurance oversight for individuals, trusts, and entities.
• Support reporting and communication with the Office Committee (family board).
• Take on additional tasks and special projects as assigned by the CEO.
Required Skills
• Proven ability to work effectively in a collaborative, team-oriented environment, primarily in-office, with strong interpersonal and communication skills.
• Demonstrates the highest level of professional judgment and integrity, representing the family with discretion and respect in all professional interactions.
• Minimum of 12 years of experience in tax, financial, and accounting roles, preferably within a complex, multi-entity environment.
• Bachelor’s degree in Accounting or Finance required; active CPA license is mandatory.
• Deep expertise in tax compliance, with a strong understanding of trust administration. Experience in estate planning and tax-related investment strategies is a plus.