Director of Tax

The Role

The Director of Tax at Everstory Partners oversees all tax-related functions, ensuring full compliance with federal, state, and local tax regulations. This role is crucial for maintaining financial integrity, mitigating risk, and supporting strategic growth through acquisitions and operational excellence.

Responsibilities

• Lead preparation, review, and filing of federal and state income tax returns, including extensions and estimated payments.
• Oversee monthly sales tax, escheat, and personal property tax filings.
• Manage audit inquiries from tax authorities and coordinate responses to federal, state, and local audits.
• Review and analyze purchase and sale agreements for tax implications related to acquisitions, divestitures, and asset transfers, including tax impact on perpetual care trust funds.
• Maintain and manage real estate and personal property tax calendars and exemption filings, ensuring accuracy and timely submissions.
• Identify and implement tax planning opportunities to optimize overall tax position and reduce liabilities.
• Ensure appropriate documentation and compliance with tax-exempt status requirements specific to cemetery and funeral operations.
• Prepare tax provisions and deferred tax calculations in accordance with GAAP.
• Approve tax-related vendor invoices and internal cost allocations.
• Provide leadership, mentoring, and training to tax staff; ensure alignment with department goals and professional development plans.
• Develop and maintain internal controls and processes for efficient and accurate tax reporting.
• Stay current on relevant tax law changes, particularly those affecting the death care industry and trust taxation.

Requirements

• Bachelor’s degree in accounting or taxation; master’s in taxation preferred.
• CPA designation required.
• Minimum of 7–10 years of progressive experience in tax compliance and planning, including supervisory responsibilities.
• Prior experience in the death care industry or trust administration highly preferred.
• Demonstrated experience with multi-entity structures and tax-exempt operations.
• Strong understanding of perpetual care trust fund taxation and cemetery/funeral home-specific regulations.
• Proficient in tax research and compliance tools (e.g., OneSource, BNA, CCH).
• Advanced Excel skills required (pivot tables, lookups, data modeling).
• Exceptional attention to detail, analytical thinking, and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Valid driver’s license required; some travel may be required.

Core Competencies

• Compassion - Genuinely cares about people; is concerned about their work and non-work problems; is available and ready to help; is sympathetic to the plight of others not as fortunate; demonstrates real empathy with the joys and pains of others.
• Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
• Ethics and Values - Adheres to appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.

Work Environment

On-site at Support Center, M-F required.

Benefits

Competitive benefits package including: Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!

About Everstory Partners

Everstory Partners is committed to employing a diverse workforce and provides a quality work environment and opportunity for both personal and professional growth. We are an Equal Opportunity Employer.

Pay

$175,000 - $195,000 base salary