Chief Tax Officer

MidFirst Bank is a family‑owned financial institution headquartered in Oklahoma City and the largest privately owned bank in the United States, with more than $41 billion in assets. Since its founding in 1954, MidFirst has grown through organic expansion and strategic acquisitions while maintaining a strong commitment to relationship‑based service, financial integrity, and long‑term stability.

Overview

MidFirst Bank is seeking an experienced Chief Tax Officer to lead a sophisticated tax function and serve as a trusted advisor across the bank and broader family enterprise. The role offers significant technical breadth, access to senior leadership and ownership, and the opportunity to guide tax strategy in a stable, privately held environment. The successful candidate will advise on complex tax planning, compliance, governance, and strategic matters while leading an experienced internal team.

Key Responsibilities

• Enterprise tax strategy and executive advisory
• Bank tax planning and compliance
• Family office tax planning and compliance
• Department leadership, talent development, and process improvement
• External advisor and cross‑functional relationship management

Education and License Requirements

• Master’s degree in accounting with a tax concentration or equivalent specialized tax experience (preferred)
• CPA required

Technical Experience and Leadership

• 15–25+ years of tax experience advising across multiple entity types and industries
• Public accounting experience
• Experience supporting high‑net‑worth individuals or family office structures
• Familiarity with estate, gift, trust, fiduciary, and private‑foundation tax matters
• Familiarity with financial institutions or complex financial‑services businesses
• Strong knowledge of federal and multistate tax compliance, planning, and reporting requirements
• Proven experience leading, managing, and developing tax professionals

Professional Skills

• Work independently while collaborating effectively with executive leadership, internal stakeholders, and external advisors
• Exercise sound judgment in ambiguous situations while balancing technical defensibility, business objectives, cost, risk, and reputation
• Communicate complex tax matters clearly to senior leaders, family‑office stakeholders, and non‑tax audiences
• Balance responsive, service‑oriented support for family‑office stakeholders with the governance, discipline, and risk management required in a complex corporate environment
• Manage competing priorities, meet deadlines, and apply sound judgment in a confidential environment
• Demonstrate professionalism, discretion, integrity, and a commitment to high‑quality service

Ideal Profile

The ideal candidate is an accomplished tax professional who combines strong technical judgment with practical leadership and advisory skills. They thrive in confidential, highly regulated environments where tax strategy aligns with business priorities, governance, risk management, and long‑term planning. The candidate must communicate recommendations clearly to executive leadership, family members, and non‑tax stakeholders, bring credibility with experienced tax professionals, and exercise sound judgment in determining when to leverage internal expertise, external advisors, or broader policy engagement. Intellectual curiosity, high organization, service orientation, and the ability to enhance departmental processes, documentation, collaboration, and long‑term tax planning support are essential.