Senior Director Tax

We need to output HTML fragment with sections: About the role? Actually we need to reformat job posting into semantic HTML. Use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the posting. The posting includes: - Intro paragraph: "Extraordinary Opportunity..." etc. That's about company description. Could be "About the role" or maybe "About the company". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose appropriate headings based on content. We have: - Job Description: Job Summary: ... (some paragraphs) - Duties & Responsibilities: list of duties (bulleted? Actually each duty is a sentence separated by periods. We can treat as list items. - Qualifications: list of qualifications (bulleted? Actually each line separated by semicolons? We can treat as list. - Additional Information: Benefits list (Medical, Dental, Vision... etc). Also includes scam warning and EEO etc which we must remove. - Also there is "Trucordia Values" section describing values. Could be part of About the role or maybe separate "About the company". But we only have headings limited to those given; we could use "About the role" for company overview and values. We must not include Pay or Schedule sections because not specified. We must not include duplicated lines. We must remove boilerplate: scam warning, EEO, equal-opportunity, recruitment agencies note. We must preserve substantive info: company description, values, job summary, duties/responsibilities, qualifications, benefits. We need to format as HTML with

  headings and

  • for lists,

    for prose. We need to decide sections: - About the role (or About the company): include company description paragraph(s) and Trucordia Values. - Responsibilities: duties & responsibilities list. - Qualifications: qualifications list. - Benefits: benefits list. Potentially also "Skills" but not needed. We must not create empty sections. Let's extract content. Company description paragraph(s): "Extraordinary Opportunity. Exceptional Experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with." Then "Trucordia Values" with bullet-like sentences: "We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities." We can combine these into a prose paragraph or maybe list values. Since values are statements, we could put them as

    • each value. But the instruction says use
      • for any list of duties/requirements/benefits. Values could be considered a list but not explicitly required. Safer to put as

        prose. But we could also make a list; it's not prohibited. However instruction: "Use

        • for any list of duties/requirements/benefits, and

          for prose." It doesn't forbid using lists for other things, but to be safe we can keep as prose. Job Summary: "We're a fast-growing insurance brokerage that has scaled quickly through acquisition, bringing 200+ offices under one roof in just a few years. That kind of growth creates real tax complexity: multi-state exposure, partnership and flow-through structures, and a constant flow of new entities to integrate. We're hiring a Head of Tax to build and lead the function that keeps all of it running smoothly and positions us for what's next. This is a chance to own tax strategy end to end, shape how we scale, and be a trusted partner to finance and executive leadership as we keep growing." We can include this under About the role or maybe as part of Responsibilities? Probably About the role includes job summary. Duties & Responsibilities: list: - Own the company's overall tax strategy and policy across federal, multi-state, and local jurisdictions, partnering with consolidated insurance agencies and corporate finance leadership to ensure tax positions align with business objectives and support ongoing growth. - Direct the preparation, review, and filing of all tax returns, reconciliations, and projects related to tax and equity, including Schedule K-1 reporting and partnership/flow-through structures, ensuring accuracy and timeliness across a complex multi-entity organization. - Lead the response to tax notices and audits, ensuring state tax methodologies are updated appropriately and communicated to external tax partners and internal finance leaders, including reassessing outstanding FIN 48 reserve positions and other uncertain tax positions. - Provide tax leadership on mergers, acquisitions, and integrations, including due diligence, structuring, and post-close integration of acquired agencies into the consolidated tax framework. - Oversee tax provision and reporting under ASC 740, partnering with accounting and external auditors to ensure accurate financial statement presentation and disclosure. - Direct tax research across applicable regulations, tax codes, and case law to ensure compliance, while proactively identifying planning opportunities, credits, and risk mitigation strategies. - Manage relationships with external tax advisors, consultants, and taxing authorities, controlling spend and holding partners accountable to quality and deadlines. - Build, mentor, and lead the internal tax function, establishing scalable processes, controls, and technology to support a rapidly growing enterprise. We need to turn each into

        • . Qualifications: list: - College, university, or equivalent degree in accounting or a related field required; CPA, Chartered Accountant, or similar certification strongly preferred. - Advanced degree (MST or MBA) is a plus. - 10+ years of progressive tax experience, including a mix of public accounting and in-house/corporate tax leadership, with a track record of building or scaling a tax function. - Deep expertise in partnership taxation and flow-through structures, including Schedule K-1 reporting, tax equity, and multi-tiered entity structures. - Strong experience reviewing and improving estimated tax payment calculations and processes, and reviewing state and local income and agency franchise tax returns for domestic operations while leading assigned state and local audits. - Demonstrated experience with ASC 740 tax provision, FIN 48, and financial statement reporting in a consolidated, multi-entity environment. - Experience supporting M&A activity, including tax due diligence, structuring, and integration, ideally in a private equity backed or high-acquisition setting. - Industry background in insurance, financial services, healthcare, or tech/SaaS; public tax experience required. - Proven people leader with strong communication skills and the ability to partner with senior finance and executive stakeholders. We need to keep each as
        • . Some items have semicolons inside; that's fine. Benefits list: "Medical, Dental, VisionLife Insurance and AD&DFSA / HSAAccidentCritical IllnessHospital IndemnitySupplemental Health InsuranceEAPPet Insurance11 Paid HolidaysFlexible PTO401K" This appears as a run-on string without commas between some items. We need to parse into list items. The original: "Medical, Dental, VisionLife Insurance and AD&DFSA / HSAAccidentCritical IllnessHospital IndemnitySupplemental Health InsuranceEAPPet Insurance11 Paid HolidaysFlexible PTO401K" Probably intended list: Medical, Dental, Vision, Life Insurance and AD&D, FSA/HSA, Accident, Critical Illness, Hospital Indemnity, Supplemental Health Insurance, EAP, Pet Insurance, 11 Paid Holidays, Flexible PTO, 401K. We need to preserve all substantive information; we can split logically. We'll create
          • for each benefit. We must not include Pay or Schedule sections. We must not include duplicated lines. We must remove boilerplate: scam warning, EEO, recruitment agencies note. Now construct HTML. We'll have:

            About the role

            ... company description ...

            ... Trucordia Values ... maybe as a paragraph.

            Alternatively we could separate values into a list under same heading. But we need to avoid too many thin sections. Could combine company description and values into one

            but that would be long. Better to have two

            under same heading. Then:

            Responsibilities

            • ...
            ...
            Then:

            Qualifications

            • ...
            ...
            Then:

            Benefits

            • Medical
            • Dental
            • Vision
            • Life Insurance and AD&D
            • FSA / HSA
            • Accident
            • Critical Illness
            • Hospital Indemnity
            • Supplemental Health Insurance
            • EAP
            • Pet Insurance
            • 11 Paid Holidays
            • Flexible PTO
            • 401K
            We must ensure we didn't miss any substantive info: The job summary is included in About the role paragraph. Check for any other specifics: The posting also mentions "We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders." That's in company description. Also "Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want