Tax Director

Tax Director

If you are a banking tax professional looking for a unique career opportunity with a pre-IPO financial institution, we may have the perfect opportunity for you. Our well-established client is on the move and is looking for a Tax Director to lead the enterprise tax function with full accountability for compliance, provision, planning, and risk management. This role will ensure accurate and timely tax reporting across all federal, state, and local jurisdictions while optimizing the bank’s overall tax position while maintaining rigorous internal controls.

As a strategic business partner to Finance, Legal, and business-line leadership, the Director will evaluate the tax implications of corporate strategy, regulatory developments, and growth initiatives (planning & M&A). You will oversee every facet of income tax compliance, from the preparation and review of returns and estimated payments to the management of extensions, audits, and notices. The position owns the complete tax provision process under ASC 740, encompassing deferred tax calculations, financial statement disclosures, and all related reporting obligations.

As the Director you will design, implement, and continually strengthen internal controls for tax processes to align with enterprise financial standards and maintain overall audit readiness. Forward thinking, proactive tax guidance forms a core element of the role, supporting operational decisions, corporate structure, and growth initiatives going forward. The Director will develop and execute on a comprehensive strategy for net operating loss carryforwards, including tracking, forecasting, and utilization within applicable regulatory limitations. Leadership of the tax team is central, with responsibility for building internal expertise, driving performance, and fostering professional development. Staying ahead of the legislative change ‘curve’ is essential as well; the Director monitors federal and state tax developments, assesses their potential impact on the organization, and delivers clear, timely, and decisive recommendations to executive leadership.

In this role you will bring a minimum of ten years of corporate tax experience, including three to five years focused on financial services or banking within public accounting or a law firm setting. Advanced expertise in ASC 740, tax compliance, corporate taxation, and audit defense is required, along with proven capability in designing and documenting internal controls for tax processes. The successful candidate communicates complex tax concepts clearly and serves as a trusted strategic advisor to senior leadership. A licensed CPA and/or JD is highly desired.

Please inquire in confidence.