Chief Tax Officer

MidFirst Bank•Oklahoma City, OK

8d•Onsite

About The Position

MidFirst Bank is seeking an experienced Chief Tax Officer to lead a sophisticated tax function and serve as a trusted advisor across the bank and broader family enterprise. This role offers significant technical breadth, access to senior leadership and ownership, and the opportunity to guide tax strategy in a stable, privately held environment. The successful candidate will advise on complex tax planning, compliance, governance, and strategic matters while leading an experienced internal team. This is a highly visible leadership opportunity for a tax executive who can provide technical oversight, strengthen trusted relationships, and support the continued evolution of the department. The role will succeed a long-tenured Chief Tax Officer with more than 35 years of service, making continuity, judgment, and thoughtful leadership essential to long-term success. The Chief Tax Officer will operate within MidFirst’s combined bank and family enterprise structure, offering the breadth and complexity often associated with public accounting in the continuity of an in-house environment. Similar to a partner-level advisory role, this position serves as the organization’s primary tax authority and a key advisor to executive leadership and the family. Responsibilities are expected to include both MidFirst Bank tax matters and family office or broader family enterprise matters, with an estimated allocation of 40% bank-related work and 60% family enterprise work. The actual mix may vary based on planning cycles, transaction activity, and stakeholder needs. The role includes complex tax and planning work for ultra-high-net-worth family enterprise matters, including multigenerational wealth transfer planning, trust and fiduciary matters, philanthropic initiatives, entity structuring, and coordination across a diverse portfolio of investments and operating businesses. The Chief Tax Officer will help evaluate these matters, manage risk, and advance long-term planning goals in partnership with family office leadership and ownership.

Requirements

Master’s degree in accounting, with a tax concentration or equivalent specialized tax experience preferred
CPA required
15–25+ years of tax experience advising across multiple entity types and industries
Public accounting experience
Experience supporting high-net-worth individuals or family office structures
Familiarity with estate, gift, trust, fiduciary, and private foundation tax matters
Familiarity with financial institutions or complex financial services businesses
Strong knowledge of federal and multistate tax compliance, planning, and reporting requirements
Proven experience leading, managing, and developing tax professionals
Work independently while collaborating effectively with executive leadership, internal stakeholders, and external advisors
Exercise sound judgment in ambiguous situations while balancing technical defensibility, business objectives, cost, risk, and reputation
Communicate complex tax matters clearly to senior leaders, family office stakeholders, and non-tax audiences
Balance responsive, service-oriented support for family office stakeholders with the governance, discipline, and risk management required in a complex corporate environment
Manage competing priorities, meet deadlines, and apply sound judgment in a complex, confidential environment
Demonstrate professionalism, discretion, integrity, and a commitment to high-quality service
Accomplished tax professional who combines strong technical judgment with practical leadership and advisory skills
Comfortable working in confidential, highly regulated environments where tax strategy aligns with business priorities, governance, risk management, and long-term planning
Able to clearly communicate recommendations to executive leadership, family members, and non-tax stakeholders
Bring credibility with experienced tax professionals, confidence managing sensitive and technically complex matters, and sound judgment in determining when to leverage internal expertise, external advisors, or broader policy engagement
Intellectually curious, highly organized, and service-oriented, with the ability to build on the strengths of an established department while enhancing processes, documentation, collaboration, and long-term tax planning support.

Nice To Haves

Candidates who bring public accounting experience
Candidates who bring experience supporting high-net-worth individuals or family office structures
Candidates who bring familiarity with estate, gift, trust, fiduciary, and private foundation tax matters
Candidates who bring familiarity with financial institutions or complex financial services businesses