Director, Income Tax

In short, we are seeking a strategic and hands-on Director of Income Tax to lead our income tax function with a strong focus on tax optimization and pass-through entity expertise. This role is responsible for overseeing all aspects of income tax compliance, planning, and reporting, ensuring accuracy and efficiency across a complex multi-entity, multistate structure. The ideal candidate will bring deep technical knowledge of federal and state taxation, particularly related to S corporations, partnerships, and C corporations, and a proactive approach to tax strategy and process improvement.

In long, the Director of Income Tax is responsible for: 

• Strategic Tax Planning, Forecasting & Optimization
  • Monitor evolving tax legislation and evaluate its impact on the business, particularly regarding pass-through taxation and multistate activity.
  • Develop and implement proactive tax strategies to support business and sharheolder initiatives such as restructurings, mergers, acquisitions, and geographic expansion.
  • Identify and execute opportunities to optimize the company’s overall tax position while maintaining compliance.
  • Build and maintain robust income tax forecasts to support budgeting and cash planning.
  • Analyze variances between forecasted and actual results; provide actionable insights and recommendations to executive leadership.
  • Collaborate with Finance and Accounting teams to ensure tax forecasting is integrated into corporate planning.

• Tax Compliance & Adjustments:
  • Lead co-sourcing tax engagements with external firms including the preparation and filing of federal, state, and local income tax returns, with a heavy emphasis on consolidated C corporations, pass-through entity compliance and multistate reporting.
  • Oversee in-house preparation of tax adjustments, including book-to-tax differences, apportionment, state modifications, and nexus determinations.
  • Ensure timely and accurate preparation of quarterly estimated tax payments and annual extensions.
  • Manage and respond to federal and state income tax audits.
• Provision Management (ASC 740):
  • Direct the preparation and review of monthly, quarterly, and annual income tax provisions under ASC 740 for both C corporations and S corporations.
  • Analyze and document deferred taxes, valuation allowances, uncertain tax positions, and effective tax rate reconciliations.
  • Serve as the primary liaison with external auditors on tax-related audit matters.
• Process Improvement & Technology:
  • Continuously improve and standardize tax accounting and compliance processes to enhance accuracy, efficiency, and internal control.
  • Leverage tax software and other systems to drive automation and scalability in reporting and compliance workflows.
• Team Leadership & Development:
  • Lead, mentor, and develop a high-performing tax team.
  • Foster a collaborative and accountable culture that prioritizes continuous learning and operational excellence.

So What Kind of Folks Are We Looking for?  

• Excellent verbal and written communication skills. The ability to talk and write with confidence, charisma and competence for a wide variety of audiences including management. 
• Agile in a fast-paced environment. We move, and we move quickly.  Thriving in an environment that never stops, is a must. 
• Management material.  We are looking for someone that can lead, manage and grow within our organization. 
• Exceptional interpersonal skills. Friendly and tactful with the ability to influence others, effectively manage conflict, exercise sound judgment, effectively manage highly sensitive and confidential information, interact at all levels within the organization, and build cross-functional partnerships across the business 
• Rebel with a cause. 
• You are always looking beyond the obvious for continuous improvement. 
• Operate autonomously.  This isn’t a “hold your hand” kind of role.  We give you autonomy to be creative in your space and do your thing.  We need an individual that is self-motivated to get the work done and get the work done well. 
• Takes a hold of the wheel.   You’ll need to take the initiative and be comfortable doing so. 

The Specifics.

• Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation (MST) or CPA preferred.
• 8+ years of progressive corporate income tax experience, preferably in a mix of public accounting and in-house corporate environments.
• Strong expertise in ASC 740, including preparation and review of income tax provisions and supporting documentation.
• Significant experience with state income tax compliance and planning, including multistate apportionment and nexus analysis.
• Strong technical knowledge of both S corporation and C corporation tax structures.
• Proven ability to manage hands-on preparation and review of income tax provision calculations and related workpapers.

Nice to Haves.

• Working knowledge of pass-through entity (PTE) tax regimes and elections across various states.
• Exposure to insurance company taxation and STAT reporting frameworks.
• Experience with corporate restructurings, mergers and acquisitions, and navigating complex tax positions.