Assistant Tax Director

Overview
Join our dynamic team as an Assistant Tax Director and become a vital leader in shaping our organization’s tax strategy and compliance. This energetic role offers the opportunity to oversee complex tax planning initiatives, ensure adherence to regulatory standards, and collaborate across departments to optimize financial performance. As a key player in our finance division, you will leverage your expertise in tax accounting, estate planning, and financial analysis to drive impactful results and support our growth ambitions. We are committed to fostering a vibrant work environment that encourages innovation, professional development, and a passion for excellence.

Duties

• Lead and coordinate comprehensive tax planning strategies, including estate planning and mergers & acquisitions, to maximize organizational efficiency and compliance.
• Oversee the preparation and review of financial statements, balance sheet reconciliations, and regulatory reporting in accordance with GAAP (Generally Accepted Accounting Principles) and other relevant standards.
• Manage complex tax accounting processes, ensuring accurate debits & credits, double entry bookkeeping, and adherence to SOX (Sarbanes-Oxley Act) controls.
• Collaborate with internal teams on financial analysis, budget forecasting, and asset management to support strategic decision-making.
• Supervise audits, internal controls, and compliance procedures related to securities law, LIHTC (Low-Income Housing Tax Credit), and other regulatory requirements.
• Provide expert guidance on wills, trusts & estate law as part of estate planning initiatives; advise on non-profit accounting practices when applicable.
• Utilize advanced accounting software such as QuickBooks, Sage, Xero, or similar tools for financial statement preparation and account reconciliation.
• Support the development of financial report writing and interpretation skills within the team to enhance clarity in financial communication.
• Facilitate training on technical accounting topics including GAAP standards, tax experience essentials, and financial concepts for team members.
• Drive continuous improvement in financial analysis techniques, account analysis, payroll management, and accounts payable processes.

Experience

• Proven experience in public accounting or corporate finance with a focus on tax accounting and financial reporting.
• Extensive background in estate planning, securities law compliance, auditing procedures, and regulatory reporting.
• Demonstrated expertise in financial software such as QuickBooks, Sage, Xero or equivalent platforms; proficiency with financial statement preparation is essential.
• Strong understanding of non-profit accounting principles when applicable; experience with LIHTC is a plus.
• Familiarity with mergers & acquisitions processes along with private equity or asset management insights is advantageous.
• Exceptional analysis skills with the ability to interpret complex financial reports and conduct detailed account reconciliation.
• Knowledge of technical accounting standards including GAAP regulations; experience implementing SOX controls is highly desirable.
• Ability to manage multiple priorities effectively while maintaining high attention to detail in a fast-paced environment. Join us as an Assistant Tax Director if you’re passionate about leveraging your comprehensive tax experience to influence strategic growth while working within an energetic team dedicated to excellence!

#INDFA

Pay: From $160,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Relocation assistance

Application Question(s):

• What would be your reason to relocate to Dallas, TX?
• How much of a relocation package would you be looking for?

Education:

• Bachelor's (Required)

Experience:

• Tax: 10 years (Preferred)
• Big 4: 7 years (Preferred)
• large regional public accounting: 8 years (Preferred)

Ability to Relocate:

• Dallas, TX 75201: Relocate with an employer provided relocation package (Preferred)

Work Location: In person

Salary : $160,000