Director of Tax

Job Description

Job Description

The Director of Tax and Investments is a key member of the Finance leadership team, responsible for overseeing all aspects of the company’s tax strategy, compliance, and planning, as well as managing the organization’s investment portfolio, Family investments, and capital deployment initiatives. This role ensures compliance with federal, state, and local tax laws while optimizing the company’s tax position, managing risk, and supporting long-term financial sustainability and growth.

The ideal candidate combines deep technical tax expertise with strong business acumen and investment insight (corporate and personal). They will serve as a strategic advisor to senior leadership (including the owner) —balancing compliance and optimization, while driving efficient capital allocation, risk management, and return enhancement across the company’s investment and financing activities.

Tax Strategy, Compliance & Planning

• Lead the company’s overall tax strategy to minimize tax liabilities while ensuring compliance with all applicable laws and regulations.
• Oversee preparation and filing of federal, state, and local income tax returns (corporate and family), property taxes, and other required filings.
• Manage relationships with external tax advisors, auditors, and regulatory authorities.
• Monitor legislative and regulatory changes, assess impacts, and proactively adjust tax strategies.
• Lead tax planning initiatives related to mergers, acquisitions, divestitures, reorganizations, and other business transactions.
• Ensure compliance with transfer pricing, intercompany transactions, and tax provision requirements (ASC 740).
• Partner with accounting and finance teams to ensure accurate tax accruals and financial reporting for income taxes (Corporate and family).

Investment Management & Capital Strategy

Advisory & Business Partnership

Leadership & Governance

Education : Bachelor’s degree in Accounting, Finance, Economics, or related field; Master’s degree preferred.

Experience and / or Training :

Licenses / Certificates :

Technology / Equipment (if applicable, the proficiencies required to perform the job) :

Company Description

Ontech Talent, is where innovation meets expertise in the dynamic realm of IT and Engineering recruiting and staffing. Founded by industry visionary Nicole Whitbeck Dohnal, Ontech Talent has emerged as the premier strategic partner for Fortune mid to large companies seeking unparalleled talent solutions.

Company Description

Ontech Talent, is where innovation meets expertise in the dynamic realm of IT and Engineering recruiting and staffing. Founded by industry visionary Nicole Whitbeck Dohnal, Ontech Talent has emerged as the premier strategic partner for Fortune mid to large companies seeking unparalleled talent solutions.