Director of Tax

Who We Are :

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.

Summary :

Reporting directly to the Chief Financial Officer, the Director of Tax will lead the Company’s income tax functions and play a key role in supporting tax planning and strategy execution to optimize post-tax earnings of the business. The Director of Tax will be responsible for overseeing the Company’s tax projects which include, but are not limited to, domestic and international income tax compliance, tax provision for financial reporting, and M&A tax due diligence and structuring. This person will be an integral part of the of the Accounting, Finance, M&A, and integration teams and work with senior management to align tax strategy with the Company’s long-term growth strategy.

Essential Duties and Key Responsibilities :

• Provide advice and recommendations to management on the tax implications related to significant operational or strategic decisions and how they affect the Company’s profitability
• Conduct tax due diligence on acquisition targets and advise on the tax structure of various type of mergers and acquisition transactions
• Review purchase agreements and the relevant tax representations and provisions reflected therein
• Assist FP&A with forecasting and budgeting needs
• Manage the overall quarterly and annual income tax reporting (ASC 740) function, including reconciliation of tax accounts, drafting disclosures in the financial statement footnotes, and implementing improvements in the tax provision calculation process
• Analyze the tax accounting (ASC 740 reporting) implications of various types of complex transactions including acquisitions, divestitures, spinoffs, and joint ventures
• Monitor and analyze tax law legislative developments, and communicating the impact to senior management
• Manage all federal, state, and international income tax compliance filings. This includes preparing and reviewing tax returns, calculating estimated tax payments, and complying with any other income tax related informational filings.
• Represent the Company on certain tax matters with governmental agencies such as on income tax audits
• Perform technical tax research and tax planning efforts to optimize the Company’s tax position
• Manage business processes and / or projects, setting priorities and measurable objectives, monitoring and reporting on the process, progress and results
• Manage, improve, and update tax compliance and provision processes for changes in software technology

Knowledge, Skills, and / or Abilities :

Education :

What We Offer :

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $195,000.00 – $260,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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