Tax Director
Our client is an organization in the Milwaukee County area that’s looking for a Tax Director. Our client is looking for someone with 7+ years of experience, inquisitive, and who has excellent leadership skills. This company offers flexibility, a collaborative culture, and a brand-new office to work in. This position is hybrid.
The salary for this position is up to $170K – $210K.
The Tax Director will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Lead preparation of federal and state tax returns for family-owned and personal entities, including corporations, partnerships, trusts, individuals, and foundations.
- Develop and implement long-term tax strategies aligned with family office goals, focusing on risk mitigation and optimization.
- Oversee continuous improvement of tax processes, reporting, and technology, leveraging automation and AI where possible.
- Serve as primary liaison with tax authorities, handling audits, correspondence, and complex tax matters.
- Ensure audit-ready tax documentation, work papers, and compliance records with a continuous improvement focus.
- Monitor legislative and regulatory changes, proactively adjusting strategies to maintain compliance and optimize opportunities.
- Collaborate with Finance, Legal, and external advisors on strategic initiatives and special projects.
- Mentor and develop tax team members, promoting excellence, accountability, and continuous learning.
The Tax Director will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s degree in accounting is required; CPA or advanced degree preferred.
- 7+ years of related tax and management experience is required, preferably in corporate or public accounting environments.
- Proficiency in tax software systems and Microsoft Office Suite.
- Experience mentoring and supervising staff.
- Strong analytical and problem-solving skills, with a proactive and innovative mindset.
- Exceptional written, verbal, and presentation skills, with a demonstrated ability to communicate complex concepts in a simple and understandable manner.
- Advanced mathematical and reasoning abilities, including statistical analysis and financial modeling.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.