Director, Tax Strategy

LIVING OUR VALUES

All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

JOB SUMMARY

The Director, Tax Strategy (DTS) under the leadership of the Vice President, Tax will work closely with stakeholders and others within the Tax Department on ensuring optimal tax strategies, structuring, and planning for the shareholders and their related ventures, interests, and businesses. The DTS will provide expert-level knowledge of private companies, flow-through tax implications, global tax structuring, and ultimate beneficial owner (UBO) tax planning with broad cross-functional and business stakeholder influence. Requires the ability to effectively communicate complex tax issues across the organization.

ESSENTIAL FUNCTIONS

• Work closely with the VP, Tax, and Directors of Family Tax & Compliance, Business Tax, and International Tax to ensure the most tax efficient strategies are in place for the businesses and UBO's including:
• Advise on business tax structures and strategies,
• Advise on transactions and business development tax strategies,
• Advise on family initiatives and new ventures,
• Mitigate tax residency risks in new jurisdictions,
• High-level review of certain shareholder, trust, and business tax filings.
• Manage and assist with process improvements to enhance the efficiency of the department as well as cross-departmental coordination on tax matters.
• Work closely with stakeholders to ensure the alignment of tax positions taken and be able to communicate complex tax implications to leadership.
• Monitor tax law changes, proposals, court decisions, and IRS and state rulings. Evaluate their effects and potential ramifications; determine how to minimize tax consequences to businesses and UBO's.
• Other duties as assigned.
• Responsibly receive, transmit, and handle consumer and customer data per applicable policies and procedures.
• Review and follow data privacy practices, policies, and guidelines.

SUPERVISORY RESPONSIBILITIES

Directly supervises one or more employees. Carries out responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees, planning, assigning, and directing work, appraising performance, rewarding, and disciplining employees, addressing complaints and resolving problems.

QUALIFICATIONS

A bachelor's degree from accredited four-year college or university with at least 10-14 years of experience including at least 8 years in public accounting; or equivalent combination of education and experience. Master's degree preferred. Must hold a Certified Public Accountant (CPA) Designation. Experience in the tax department of a large multi-entity corporation preferred, but not required.

Key attributes and areas of expertise include:

Deep expertise with privately owned companies, high-net-worth individuals, and their overall ownership structure

• Partnerships, s corps, strategic business structuring and transaction planning.
• Ability to manage multiple projects in fast paced working environment.
• Ability to communicate complex tax issues to various levels of internal and external parties.
• Research and analysis of complex tax issues.
• Ability to work closely with others and cultivate relationships.

Areas of exposure preferred:

• Business versus personal use of aircraft
• Tax residency issues

CERTIFICATES, LICENSES, REGISTRATIONS*

Certified Public Accountant (CPA) Required

PHYSICAL REQUIREMENTS

The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the workday; and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an associate encounter while performing the essential functions of this job. While the job is generally performed in an office environment, the associate is occasionally exposed to wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, and outside weather conditions. The noise level in the office environment is typically quiet, but the associate may be occasionally exposed to loud noise levels.

TRAVEL REQUIRED

Minimal travel is required for this position (up to 20% of the time and on a domestic basis).

The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing.

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TOTAL REWARDS
Our Total Rewards package is an integral part of how we recognize our associates' contributions as well as attract, retain and reward the most qualified employees. We are committed to providing a fair and competitive compensation structure that includes base pay and performance based rewards, where applicable. Compensation is based on various factors including, but not limited to, skill set, experience, qualifications and job-related requirements. Our benefits include medical, dental, and vision along with wellness programs, retirement plans, paid leave and much more! To learn more about these programs and many more, take a tour of our