Managing Director, Tax

Los Angeles, California
Full time
Posted
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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Who We Are

We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

Ground Control Business Management, a subsidiary of NFP, an Aon company.

Summary

The Managing Director of Tax is a high-level executive role responsible for overseeing all facets of the organization’s tax strategies, tax compliance, and reporting. This position will oversee the tax department and work with Managing Directors and other various management teams to provide strategic tax planning and consulting. This role will also work closely with other Ground Control offices and will be responsible for leading the successful integration of all existing tax departments into one centralized tax division.

The Managing Director of Tax will further be responsible for the ongoing mentorship and assessment of all Ground Control tax managers and their staff, making sure to develop and train as needed. This role will be instrumental in managing the overall workflow, progress, and status of upcoming deadlines, and will communicate with various departments as necessary.

Qualified candidates will possess exceptionally strong leadership and interpersonal skills, technical and business acumen, and a deep understanding of complex tax laws and regulations to effectively manage the tax division.

This is a full-time position based out of Los Angeles, CA.

Essential Duties and Responsibilities:

  • Work closely with the leadership department on annual budgeting process to ensure accurate and achievable budgets.
  • Collaborate with Managing Directors to resolve complex tax matters for clients.
  • Create and execute tax planning strategies to decrease tax costs, mitigate tax risks, and reduce audit deficiencies.
  • Ability to assess technical acumen of tax staff and mentor and develop as needed.
  • Oversee client billing and implement budgets and cost controls as necessary to ensure alignment to firmwide budgets and to maximize profitability.
  • Review and analyze staff billing data and address discrepancies as needed directly with staff.
  • Regularly assess department staffing needs and work with Operations to recruit as needed.
  • Ability to conduct high level review of complex multi-state tax returns for high-net-worth individuals, (individual, S corps, C corps, partnerships, and estate returns).
  • Ability to conduct high level analysis of tax implications for individual/business tax returns.
  • Maintain knowledge of state and federal laws and ensure compliance regarding tax, tax software & technology, and accounting standards.
  • Take lead in addressing various tax related matters and propose and implement resolutions to any challenges.
  • Address inquiries from the IRS and other tax authorities and propose recommendations to the client for consideration.
  • Manage workflow during critical tax deadlines and year-end closeout process.
  • Create and execute tax planning strategies to increase business revenue.
  • Special projects as assigned by Executive leadership.

Requirements

  • 10-15 years of experience in accounting and taxation for high net-worth individuals
  • Minimum 10 years of managerial experience
  • In depth knowledge of tax concepts and regulations related to individuals, C corps, S corps, partnerships, trusts, and foreign tax compliance
  • 5 or more years of direct experience overseeing a Tax Department (or similar)
  • Proven track record of success in related field/role
  • Excellent written and communication skills
  • Excellent attention to detail and organizational skills
  • Excellent leadership skills
  • Ability to thrive in a team environment
  • Experience in Business Management – preferred
  • Experience in Agilink & Zenith – preferred
  • Proficiency with CCH, Axcess, XCM, BNA – preferred

Education

  • Bachelor’s Degree in Finance or Accounting (or related business field)
  • Active CPA license
  • Master’s Degree in Taxation - preferred

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $225,000 – $312,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.