Director of Tax

Everstory Partners•Altamonte Springs, FL

9h•Onsite

About The Position

The Director of Tax is responsible for overseeing all tax-related functions across Everstory Partners, ensuring full compliance with federal, state, and local tax regulations. This role is vital to maintaining financial integrity, mitigating risk, and supporting strategic growth through acquisitions and operational excellence. The Tax Director leads tax planning, compliance, reporting, and audit defense, with a focus on the specialized tax requirements of the death care industry, including cemetery and trust-related taxation.

Requirements

Bachelor’s degree in accounting or taxation; master’s in taxation preferred.
CPA designation required.
Minimum of 7–10 years of progressive experience in tax compliance and planning, including supervisory responsibilities.
Prior experience in the death care industry or trust administration highly preferred.
Demonstrated experience with multi-entity structures and tax-exempt operations.
Strong understanding of perpetual care trust fund taxation and cemetery/funeral home-specific regulations.
Proficient in tax research and compliance tools (e.g., OneSource, BNA, CCH).
Advanced Excel skills required (pivot tables, lookups, data modeling).
Exceptional attention to detail, analytical thinking, and problem-solving abilities.
Excellent communication and interpersonal skills.
Valid driver’s license required; some travel may be required.

Responsibilities

Lead preparation, review, and filing of federal and state income tax returns, including extensions and estimated payments.
Oversee monthly sales tax, escheat, and personal property tax filings.
Manage audit inquiries from tax authorities and coordinate responses to federal, state, and local audits.
Review and analyze purchase and sale agreements for tax implications related to acquisitions, divestitures, and asset transfers, including tax impact on perpetual care trust funds.
Maintain and manage real estate and personal property tax calendars and exemption filings, ensuring accuracy and timely submissions.
Identify and implement tax planning opportunities to optimize overall tax position and reduce liabilities.
Ensure appropriate documentation and compliance with tax-exempt status requirements specific to cemetery and funeral operations.
Oversee preparation of tax provisions and deferred tax calculations in accordance with GAAP.
Approve tax-related vendor invoices and internal cost allocations.
Provide leadership, mentoring, and training to tax staff; ensure alignment with department goals and professional development plans.
Develop and maintain internal controls and processes for efficient and accurate tax reporting.
Stay current on relevant tax law changes, particularly those affecting the death care industry and trust taxation.