Our executive search services division conducts highly specialized retained search for a sophisticated clientele. The tax opportunities listed below are some of the projects we currently have available and do not include all of our retained search tax jobs. Many of the senior level tax searches we conduct are highly confidential where clients request anonymity. We have access to many more tax opportunities than are listed herein.

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VP of Tax (Midwest Region)

The VP Tax is the head of tax for all the companies that operate under this privately held parent. The VP Tax will be responsible for overseeing and managing the tax function and all relationships with external and internal business partners and identify areas of risk and opportunity for the company including:

• Manage the co-sourcing agreement with the Companies’ external tax accounting firm for the preparation of the statutory and GAAP income tax provision and accrual, and the tax return preparation and compliance matters for income, premium, property and sales/use.
• Manages all Companies’ tax audits and examinations and negotiates settlement of disputed issues with the Internal Revenue Service and other regulatory bodies.
• Represents the Companies at the highest levels of appeal in negotiations regarding tax deficiencies.
• Controls tax planning responsibilities for all Companies including short and long-range planning to reduce tax expenses to the legal minimum.
• Consults with senior management regarding life, annuity, disability, retirement plans, banking, and other product tax issues.
• Oversees the preparation of all tax information returns and acts as consultant on tax reporting to all areas.
• Acts as consultant to management, agents, and other associates on tax matters throughout the Companies.
• Participates at the highest management levels in the tax review of corporate acquisitions and dispositions, and reinsurance arrangements of all of the Companies.
• Participates in the development of investment policy and strategies to maximize the after-tax income of the Companies.
• Participates with and supervises the activities of the Companies' external tax accounting firm on special projects involving tax matters.
• Oversees state and local tax incentive programs, including the Companies' participation in the sales and use tax refund program. Negotiates contracts, establishes compliance programs, and maintains procedures to take maximum advantage of such programs.
• Engages with developers, brokers, and legal counsel to identify and contract for the procurement of premium tax credits at discounts to minimize premium tax expenses.
• Participates with personnel in the Federal Government Affairs Office to educate others on the income tax advantages of insurance and other products.
• Maintains effective working relationships with all outside contacts including the Internal Revenue Service, outside attorneys, public accountants, and government officials.

Qualifications Required

• Extensive background and technical understanding of corporate insurance tax products and services, and insurance operations
• Ability to analyze, interpret, and utilize significant data to make sound business decisions; Excellent planning and leadership skills
• Ability to effectively communicate and make presentations to corporate officials, clients, brokers, rating agencies, and community leaders
• Seasoned knowledge and background in accounting principles and practices, and ability to develop this technical knowledge in others
• Aptitude for working with complex subject matter; a feel for working with the tax law in a practical way, and decisiveness

The role requires a hands-on business executive who is a team player with good judgement and understands the importance of building business processes; and an individual who can effectively communicate strategic business options to management. The VP Tax role requires an individual with a minimum of fifteen to twenty years’ corporate and public accounting experience. A Bachelor’s in Accounting along with a CPA and/or MST Degree preferred.

Contact kat@taxconnections.com or call 858.999.0053 to request more information.

Senior Director Tax (Camden, New Jersey)

TaxConnections has been retained to conduct a search for a Senior Director of Tax for a publically listed regulated company in the New Jersey area. With a presence in more than 46 U.S. states and Canada this company employs more than 7,000 professionals. Our client seeks a tax executive with experience in a regulated industry to lead and develop a strong tax team.

Key Responsibilities Include The Following:

• Leads departmental research initiatives and interprets tax law; defines and implements corporate tax strategies, policies and standard operating procedures to ensure on-going compliance with statutory tax laws; manages exposure to risk; maximizes and leverages tax benefits and minimizes the company’s overall tax liability within a regulatory industry and rate case construct.
• Anticipates and plans for developing and upcoming tax issues, and communicates them effectively to senior executives.
• Ensures that the performance of the tax reporting and compliance staff results in the prompt and accurate processing and filing of the relevant tax returns and manage payment of the relevant taxes to the relevant tax authorities on time.
• Reviews extraordinary tax audit, sox compliance and litigation issues.
• Prepares, articulates, negotiates or mediates with tax authorities to reach a favorable settlement.
• In the capacity as the top internal tax consultant and advisor, provides tax advice, planning options and opportunities related to merger and acquisitions, new service products and/or other business initiatives.
• Manages the performance of people in the department, which includes interviewing, on boarding, performance reviews, coaching, counseling and career development, etc. to ensure the continued overall improvement in employee performance.
• Overall accountability for the performance and results of the tax reporting and tax compliance team; and for the tax affairs of the company in support of the financial strategies and objectives.
• Defines and integrates tax strategies to ensure company maintains a fully compliant and advantageous tax position.

Key Competencies:

• Demonstrated knowledge and hands-on approach and success in working in a highly matrixed organization.
• Ability to manage competing priorities and the pressures associated with tax filings and general business demands.
• Strong analytical and problem solving skills.
• Ability to develop “Best Practice” processes, implements, and maintains those processes to ensure maximum efficiency and accuracy.

Education/Experience:

• Requires a Bachelor’s degree with graduate degree, a JD degree or CPA highly preferred.
• At least 10-15 years of experience in technical income tax with at least 5 years progressive experience managing people and leading teams. Regulated industry experience required.

Contact kat@taxconnections.com or call 858.999.0053 to request more information.

Senior Tax Manager/ International Tax (Rutherford, New Jersey)

Position is responsible for providing technical tax leadership, with an emphasis on international tax. Position is responsible for international tax matters for the Americas consolidated group including preparation and/or review of international portions of the consolidated tax provision, preparation and/or review of international reporting requirements for the US consolidated return and transfer pricing. Transfer pricing responsibilities include managing documentation processes, preparation and review of various analyses, providing guidance to Brand Finance and Operations teams and intensive interaction with HQ transfer pricing team. Responsible for transfer pricing in a complex inbound, multinational group. Position is responsible for ensuring timely compliance and reporting by the international affiliates in the group for both income and transaction taxes. Highly visible position especially regarding transfer pricing. Significant interaction with the business as well as accounting teams.

The role requires the timely and accurate preparation of analyses required for tax provision and tax compliance; timely and accurate completion of TP analyses and required TP documentation; effective coordination and communication with teams in the Brands and at HQ; and successful completion of tax planning projects as assigned. The role requires 10-12 years of tax experience preferably in a public accounting environment or combined public accounting and private industry experience or public accounting and law firm experience; international and transfer pricing expertise required; strong research and communication skills, Microsoft office Suite with proficiency in Excel required. Ideal candidates will have a Masters or JD degree with a CPA and/or LLM a plus.

Contact kat@taxconnections.com or call 858.999.0053 to request more information.

Senior Director of Tax (New Jersey Area)

TaxConnections has recently been retained to conduct a search for a Senior Director of Tax for a publically listed regulated company in the New Jersey area. With a presence in more than 46 U.S. states and Canada this company employs more than 7,000 professionals. Our client seeks a tax executive with experience in a regulated industry to lead and develop a strong tax team. Key Responsibilities:

• Leads departmental research initiatives and interprets tax law; defines and implements corporate tax strategies, policies and standard operating procedures to ensure on-going compliance with statutory tax laws; manages exposure to risk; maximizes and leverages tax benefits and minimizes the company's overall tax liability within a regulatory industry and rate case construct.
• Anticipates and plans for developing and upcoming tax issues, and communicates them effectively to senior executives.
• Ensures that the performance of the tax reporting and compliance staff results in the prompt and accurate processing and filing of the relevant tax returns and manage payment of the relevant taxes to the relevant tax authorities on time.
• Reviews extraordinary tax audit, sox compliance and litigation issues.
• Prepares, articulates, negotiates or mediates with tax authorities to reach a favorable settlement.
• In the capacity as the top internal tax consultant and advisor, provides tax advice, planning options and opportunities related to merger and acquisitions, new service products and/or other business initiatives.
• Manages the performance of people in the department, which includes interviewing, on boarding, performance reviews, coaching, counseling and career development, etc. to ensure the continued overall improvement in employee performance.
• Overall accountability for the performance and results of the tax reporting and tax compliance team; and for the tax affairs of the company in support of the financial strategies and objectives.
• Defines and integrates tax strategies to ensure company maintains a fully compliant and advantageous tax position.

Key Competencies:

• Demonstrated knowledge and hands-on approach and success in working in a highly matrixed organization.
• Ability to manage competing priorities and the pressures associated with tax filings and general business demands.
• Strong analytical and problem solving skills.
• Ability to develop "Best Practice" processes, implements, and maintains those processes to ensure maximum efficiency and accuracy.

Education/Experience:

• Requires a Bachelor's degree with graduate degree, a JD degree or CPA highly preferred.
• At least 10-15 years of experience in technical income tax with at least 5 years progressive experience managing people and leading teams. Regulated industry experience required.

Contact kat@taxconnections.com or call 858.999.0053 to request more information.

Senior Vice President Tax – Family Office (Los Angeles, CA)

Key Responsibilities:

Responsibilities include overseeing global tax strategy, tax planning and compliance; review the filing of all domestic and international corporate, personal, partnership and other income and indirect tax returns; and implementing and managing company's income tax and indirect tax compliance activities (partially insourced and partially outsourced); advise senior management regarding the impact and tax liabilities; and supervision of an outstanding, incumbent tax team.

• The Senior Vice President of Tax will lead acquisition structuring and due diligence including tax integration efforts.
• Research and analysis of tax issues; working with external advisors on domestic and foreign authoritative tax laws, corporate strategies, decisions, regulations and rulings.
• Oversee all tax-related payments; review and preparation of income tax projections for cash flow modeling
• Liaise with domestic and foreign business units, and external service providers, on tax matters and issues related to their operations and/or employees (income tax, VAT, withholding tax, property etc.)
• Manage the coordination of audits and inquiries by various taxation authorities.
• Monitor proposed and newly enacted tax legislation and effectively communicate relevant developments to management.

Key Competencies:

• The Senior Vice President Tax will work directly with family office CFO in identifying and developing effective tax strategies and planning techniques to minimize overall tax burden of consolidated group of companies and minimize overall costs associated with the tax structure.

Education/Experience:

• Requires a Bachelor's degree with graduate degree, and a CPA and/or JD highly preferred.
• A minimum of fifteen to twenty years’ combined corporate/ public accounting experience.
• Family Office, Real Estate, Private Equity, Mergers & Acquisitions, Financial Modeling

Contact kat@taxconnections.com or call 858.999.0053 to request more information.

Senior Tax Manager/Partnerships (San Francisco Bay Area, CA)

The Tax Manager role requires partnership, S corp and individual tax consulting experience and the skills to effectively diagnose clients’ needs in order to develop and implement solutions. Primary responsibilities involve providing tax compliance, tax accounting, tax research and planning on partnerships, s corps and individual tax return for sophisticated clientele. We will build upon your technical strengths in order to expand your expertise in partnership, s corp and individual taxation. Our firm builds well-rounded tax experts to serve a myriad of client needs which leads to continued professional growth. Our culture is to develop trusted tax advisors with sound judgement with the highest ethical standards in the profession. The Tax Manager/Partnerships will be responsible for a range of projects including:

• Responsibility for advising clients on a wide range of tax matters related to the operation and disposition of partnerships, s corps and individual tax.
• Effectively manage teams, review work papers completed by staff and ensure proper and timely completion of client projects.
• Manage and coordinate income tax compliance, research and planning, and special projects.
• Manage and review the preparation of clients partnership, s corp and individual tax returns.
• Manage the preparation and review of the quarterly and year-end tax provision and related financial statements.
• Collaborate with internal and external parties to gather partnership, s corp and individual tax return information.
• Accurately determine and report clients’ partnership, c corp and individual taxable income.
• Determine and monitor estimated income tax payments to minimize clients’ federal and state income taxes.
• Identify, develop, and implement timely tax planning strategies in order to effectively enhance clients’ tax position.
• Provide well-written and documented conclusions for tax positions recommended to clients.
• Proactively identify areas for process improvements and implement solutions to streamline tax processes.
• Prepare tax research, planning, compliance, and documentation required for tax filings and tax audits.
• Monitor and analyze proposed and newly enacted tax legislation and regulations and communicate relevant information to clients.

The Tax Manager role requires a minimum of five to ten years tax experience with a solid working knowledge of partnership, s corp and individual taxation. A BS/BA in Accounting, a CPA and/or MST required. This opportunity is ideal for individuals with Big Four, national or regional firm experience; or combined public accounting and corporate experience. Must have proficiency in Microsoft Office including Excel, Word with tax software experience highly desirable.

Contact kat@taxconnections.com or call 858.999.0053 to request more information.

Tax Manager/Partnerships (Pleasanton, CA)

The Tax Manager role requires partnership, S corp and individual tax consulting experience and the skills to effectively diagnose clients’ needs in order to develop and implement solutions. Primary responsibilities involve providing tax compliance, tax accounting, tax research and planning on partnerships, s corps and individual tax return for sophisticated clientele. We will build upon your technical strengths in order to expand your expertise in partnership, s corp and individual taxation. Our firm builds well-rounded tax experts to serve a myriad of client needs which leads to continued professional growth. Our culture is to develop trusted tax advisors with sound judgement with the highest ethical standards in the profession. The Tax Manager/Partnerships will be responsible for a range of projects including:

• Responsibility for advising clients on a wide range of tax matters related to the operation and disposition of partnerships, s corps and individual tax.
• Effectively manage teams, review work papers completed by staff and ensure proper and timely completion of client projects.
• Manage and coordinate income tax compliance, research and planning, and special projects.
• Manage and review the preparation of clients partnership, s corp and individual tax returns.
• Manage the preparation and review of the quarterly and year-end tax provision and related financial statements.
• Collaborate with internal and external parties to gather partnership, s corp and individual tax return information.
• Accurately determine and report clients’ partnership, c corp and individual taxable income.
• Determine and monitor estimated income tax payments to minimize clients’ federal and state income taxes.
• Identify, develop, and implement timely tax planning strategies in order to effectively enhance clients’ tax position.
• Provide well-written and documented conclusions for tax positions recommended to clients.
• Proactively identify areas for process improvements and implement solutions to streamline tax processes.
• Prepare tax research, planning, compliance, and documentation required for tax filings and tax audits.
• Monitor and analyze proposed and newly enacted tax legislation and regulations and communicate relevant information to clients.

The Tax Manager role requires a minimum of five to ten years tax experience with a solid working knowledge of partnership, s corp and individual taxation. A BS/BA in Accounting, a CPA and/or MST required. This opportunity is ideal for individuals with Big Four, national or regional firm experience; or combined public accounting and corporate experience. Must have proficiency in Microsoft Office including Excel, Word with tax software experience highly desirable.

Contact kat@taxconnections.com or call 858.999.0053 to request more information.

Tax Manager (San Francisco Bay Area, CA)

The Tax Manager role requires tax consulting experience and the skills to effectively diagnose clients’ needs in order to develop and implement solutions. Primary responsibilities involve tax compliance, tax accounting, tax research and planning projects for sophisticated clientele. Experience in U.S. federal, international, state and local tax and tax provision is desired in this role. We will build upon your technical strengths in order to grow your expertise in other tax areas. Our firm builds well-rounded tax experts to serve a myriad of client needs which leads to continued professional growth. Our culture is to develop trusted tax advisors with sound judgement with the highest ethical standards in the profession. The Tax Manager will be responsible for a range of projects including:

• Responsibility for advising clients on a wide range of tax matters related to the operation and disposition of corporate business operations.
• Effectively manage teams, review work papers completed by staff and ensure proper and timely completion of client projects.
• Manage and coordinate income tax compliance, research and planning, and special projects.
• Manage and review the preparation of all U.S. federal, state, and local income tax returns and international tax forms.
• Manage the preparation and review of the quarterly and year-end tax provision and related financial statements.
• Collaborate with internal and external parties to gather corporate tax information, analyze this information and report it to client.
• Accurately determine and report clients’ parent and affiliate company taxable income.
• Determine and monitor estimated income tax payments to minimize clients’ federal and state income taxes.
• Identify, develop, and implement timely federal, international, state, and local tax planning strategies in order to effectively enhance clients’ tax position.
• Provide well-written and documented conclusions for tax positions recommended to clients.
• Proactively identify areas for process improvements and implement solutions to streamline tax processes.
• Prepare tax research, planning, compliance, and documentation required for tax filings and tax audits.
• Monitor and analyze proposed and newly enacted tax legislation and regulations and communicate relevant information to clients.

The Tax Manager role requires a minimum of five to ten years tax experience with a solid working knowledge of corporate, partnership and individual taxation. A BS/BA in Accounting, a CPA and/or MST required. Due to the continued growth of this tax practice, the firm will consider candidates with a wide range of tax experience including federal, state, local, international tax compliance and research, and tax provision and tax audits. This opportunity is ideal for individuals with Big Four, national or regional firm experience; or combined public accounting and corporate experience. Must have proficiency in Microsoft Office including Excel, Word with tax software experience highly desirable.

Contact kat@taxconnections.com or call 858.999.0053 to request more information.