Director, Tax Strategy and Planning
About The Position
The Director of Tax Strategy and Planning is a senior leadership role responsible for shaping and executing the company’s global tax strategy. The role is expected to drive results, manage resources, and influence corporate policy while aligning tax strategy with overall business objectives. This role blends: Technical expertise (U.S. Federal, state, U.S international) Strategic advisory (planning, transactions, tax reform) Operational leadership (compliance, provision, controversy) People leadership and cross-functional influence. With a primary focus on strategy development/implementation, project management, talent development, and personal contributions, this role demands visible integrity and a proven ability to lead teams effectively. As a people leader, you will spearhead talent selection and development, fostering collective success.
Requirements
- Bachelor’s degree in accounting.
- CPA/master’s degree in taxation and/or JD/LLM.
- 12 years of progressive income tax experience, deep knowledge of: U.S. federal corporate income tax, State and local tax (SALT) frameworks, ASC 740 (income tax accounting), Complex tax transactions (M&A, restructurings).
- Strategic & Leadership Skills, Strong ability to: Translate technical tax into business strategy, Influence senior leadership decisions, Lead cross-functional initiatives.
- Excellent communication and presentation skills, adept at conveying complex tax concepts to diverse audiences.
- Strong analytical, planning, and organizational skills with effective prioritization in a deadline-oriented environment.
- Demonstrated leadership and management skills, promoting diversity and fostering a collaborative team culture.
Responsibilities
- Develop and implement enterprise-wide tax planning strategies in line with global tax objectives.
- Identify and execute opportunities related to: Tax reform impacts, Credit utilization (R&D, energy, incentives), State restructuring opportunities, State/Local credits and incentives.
- Provide technical leadership on: U.S. federal income tax (Subchapter C, consolidated return rules, §382/383, §163(j), §174, etc.), State income and franchise tax strategy (apportionment, nexus, credits/incentives), Tax research, providing advice, recommendations, and defense documentation.
- Serve as lead tax advisor on key business transactions, including: M&A (buy-side and sell-side diligence, structuring), Legal entity restructuring and alignment, Financing, supply chain, and operational changes.
- Provide real-time tax guidance to finance, legal, treasury, and operations teams on: Tax implications of business decisions, Structuring alternatives and risk trade-offs.
- Develop and maintain defense documentation for key tax positions.
- Identify and mitigate federal and state tax risks, including nexus exposure, multi-state allocation/apportionment risks, and emerging legal and regulatory risks.
- Monitor and analyze changes in U.S. federal and state tax legislation and evaluate impacts on the company.
- Translate complex tax developments into actionable business insights.
- Partner with: Finance (forecasting, accounting, cash tax planning), Legal (entity structuring, compliance), Treasury (cash repatriation, financing).
- Ensure alignment between tax and business operations.
- Drive improvements in: Tax data, automation, and reporting processes.
- Enhance efficiency and scalability of tax operations.
- Coach, develop, and mentor staff and managers through continuous feedback, embracing diverse perspectives.
- Facilitate co-sourcing and outsourcing arrangements with external service providers.
Benefits
- Equal opportunity employer
- E-Verify employer
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What This Job Offers
Job Type
Full-time
Career Level
Senior
