Senior Director Tax

Trucordia•Lindon, UT

10d

About The Position

Trucordia is seeking a tax leader to build and lead the tax function for a fast-growing insurance brokerage with more than 200 offices and a complex, multi-entity structure shaped by acquisitions. The role owns tax strategy end to end across federal, state, and local jurisdictions and partners with corporate finance and executive leadership to support business objectives and continued growth. The Senior Director Tax oversees tax compliance, reporting, planning, audits, notices, and tax-related M&A activity. The role leads tax provision and financial reporting under ASC 740, including work involving FIN 48 and uncertain tax positions, and manages relationships with external advisors and taxing authorities. It also builds and mentors the internal tax team and establishes scalable processes, controls, and technology for the growing enterprise.

Requirements

College, university, or equivalent degree in accounting or a related field.
At least 10 years of progressive tax experience, including public accounting and in-house/corporate tax leadership experience.
Track record of building or scaling a tax function.
Deep expertise in partnership taxation and flow-through structures, including Schedule K-1 reporting, tax equity, and multi-tiered entity structures.
Experience reviewing and improving estimated tax payment calculations and processes.
Experience reviewing state and local income and agency franchise tax returns for domestic operations and leading assigned state and local audits.
Demonstrated experience with ASC 740 tax provision, FIN 48, and financial statement reporting in a consolidated, multi-entity environment.
Experience supporting M&A activity, including tax due diligence, structuring, and integration.
Public tax experience.
Proven people leadership, strong communication skills, and ability to partner with senior finance and executive stakeholders.

Nice To Haves

CPA, Chartered Accountant, or similar certification.
Advanced degree such as an MST or MBA.
Industry background in insurance, financial services, healthcare, or tech/SaaS.
Experience in a private-equity-backed or high-acquisition setting.

Responsibilities

Own the company's overall tax strategy and policy across federal, multi-state, and local jurisdictions, partnering with consolidated insurance agencies and corporate finance leadership.
Direct preparation, review, and filing of tax returns, reconciliations, and tax- and equity-related projects, including Schedule K-1 reporting and partnership/flow-through structures.
Lead responses to tax notices and audits, update state tax methodologies, communicate with external tax partners and internal finance leaders, and reassess FIN 48 reserves and other uncertain tax positions.
Provide tax leadership on mergers, acquisitions, and integrations, including due diligence, structuring, and post-close integration of acquired agencies.
Oversee tax provision and reporting under ASC 740 in partnership with accounting and external auditors.
Direct tax research on regulations, tax codes, and case law; identify planning opportunities, credits, and risk-mitigation strategies.
Manage external tax advisors, consultants, and taxing-authority relationships, controlling spend and holding partners accountable for quality and deadlines.
Build, mentor, and lead the internal tax function, establishing scalable processes, controls, and technology.