Chief Tax Officer

Job Essentials, Responsibilities, Duties

• Build, lead, and manage the Integrated Tax and Financial Services (ITFS) team structure.
• Lead and execute best business practices for tax technology.
• Track the profitability of the ITFS department.
• Shape and execute tax planning and strategy in collaboration with the Executive team.
• Lead meetings with department Directors and Business Management team(s).
• Champion learning and development initiatives, integrating best business practices related to tax.
• Collaborate with Tax Director(s) to train the ITFS team and the Business Management teams for preparation and input of tax returns.
• Develop and implement tax-efficient structures in alignment with the client’s organizational financial goals, ensuring compliance and long-term sustainability.
• Identify and monitor tax optimization opportunities and strategically leverage available tax incentives for clients.
• Review, oversee, and prepare complex income tax returns including, but not limited to, Corporations, Partnerships, and Individual returns.
• Manage performance of the quality control review for all financial statements, ensuring rigorous quality control.
• Facilitate planning and compliance of international tax matters, including waivers and tax returns.
• Review and oversee required estimated tax payments.
• Establish and enforce tax reporting policies and controls, aligning with evolving regulations and best practices by creating, maintaining, relevant policies and procedures.
• Conduct final review and oversight of year-end shareholder bonus process.
• Manage final review of tax correspondence; facilitate and oversee tax audits.
• Ensure full compliance of all annual reports, franchise tax returns, and other state filings.
• Oversee and manage invoicing for all tax services performed, ensuring accuracy.
• Review and oversee quarterly and annual payroll tax returns process.
• Provide strategic leadership to ITFS staff, optimizing support and operations within their assigned business management/accounting team(s).
• Manage all department deliverables, ensuring alignment with business objectives and client expectations.
• Review and oversee tax preparation work papers and investment reconciliation, ensuring thoroughness that meets the firm’s/client’s standards.
• Execute any ad hoc projects, as assigned.

Qualifications

• Ability to reliably commute and report to the Tri Star office.
• Must have experience signing financial reviews and tax returns.
• Active CPA license, required, with preference given to candidates in CA or TN.
• Bachelor’s in Business, specifically Accounting, Finance, or Economics.
• Master’s in Taxation, preferred.
• 15+ years of experience in a Tax practice, supporting HNWI with complex tax needs.
• Experience within a Business Management Firm, Public Accounting Firm, Family Office and/or the Entertainment industry where there would be a good transferability of skills, preferred.
• Experience managing teams responsible for the preparation and review of complex tax returns, including Forms 1120, 1120S, 1040, 1041, and others, required.
• Experience building, mentoring, and developing tax teams.