Director of Tax and Audit

Title: Director of Tax and Audit

Location: Brookfield, WI

Job Summary:

The Director / Vice President of Tax and Audit is a senior role responsible for overseeing the company’s tax function, internal audit and controls, investment oversight (corporate and family), and some financial due diligence activities related to mergers, acquisitions, and strategic opportunities. This role ensures compliance, strengthens financial governance, supports capital allocation decisions, and provides critical insight to the executive team on growth and risk management.

Key Responsibilities & Duties:

Tax Strategy & Compliance

• Lead the company’s tax strategy, ensuring compliance with federal, state, and local tax regulations.
• Oversee tax planning, structuring, credits, incentives, and long-term optimization strategies.
• Direct preparation and review of tax filings and coordinate with external advisors and regulatory bodies. This includes filing taxes and partnering with outside vendors to get taxes filed.
• Evaluate and communicate tax implications for business decisions, investments, and transaction structures.

Audit, Controls & Risk Management

• Lead the internal audit function, including annual audit planning, risk assessments, and execution of audits.
• Ensure compliance with financial reporting standards and maintain a strong internal control environment.
• Partner with external auditors and oversee timely completion of annual audits.
• Identify process and control enhancements across the organization and work with business units to implement improvements. This includes establishing a delegation of authority table for the company.

Investments & Capital Oversight

• Support the evaluation and monitoring of corporate and family investments, including financial analysis, risk assessment, grant distributions/investments, and performance tracking.
• Assist in capital allocation decisions by providing structured analysis and scenario modeling.
• Oversee governance, reporting, and compliance for corporate and family investment activities.
• Lead financial, operational, and tax due diligence for potential acquisitions, divestitures, and strategic partnerships.
• Support development of deal structures, valuation models, and negotiation strategies.

Leadership & Executive Collaboration

• Serve as a key advisor to the CFO, CEO, Owners, and executive leadership on tax matters, audit findings, investment decisions, and transaction opportunities.
• Lead, mentor, and develop teams across tax, audit, and investments.
• Build strong relationships with internal stakeholders, external auditors, consultants, and regulatory agencies.
• Communicate complex financial and tax topics in a clear, concise, executive-level manner.

An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

The above list reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position.

Education & Preferred Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field required; CPA, or Master’s in Tax preferred.
• 10 years of progressive leadership experience in tax, audit, or financial management roles.
• Experience reviewing and managing corporate investments and capital analysis.
• Proven track record leading due diligence, M&A analysis, and integration efforts.
• Strong understanding of internal controls, audit methodologies, and regulatory compliance.
• Exceptional analytical, communication, and strategic decision-making skills.
• Demonstrated leadership capabilities with the ability to manage cross-functional initiatives.

Physical & Mental Demands:

The physical demands here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the team member is frequently required to sit; walk and talk or hear. The team member is occasionally required to stand. The team member must occasionally lift and/or move up to 25 pounds.

Work Environment:

The work environment characteristics described here are representative of those and team member encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise levels in the work environment are high and hearing protection may be required.

Equal Opportunity Employer: We are proud to foster an inclusive and diverse workplace culture. We are an equal opportunity employer and are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetics, or any other characteristic protected by applicable federal, state, or local law. We value diversity and believe that a diverse and inclusive workforce is essential to drive innovation, foster creativity, and achieve success. We welcome and encourage applications from individuals of all backgrounds and are dedicated to ensuring a fair and equitable recruitment and employment process for everyone.

Job Type: Full-time

Pay: $155,000.00 - $258,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Will you now or in the future require work visa sponsorship?

Education:

• Bachelor's (Required)

Experience:

• leadership in tax, audit, or financial management: 10 years (Preferred)

License/Certification:

• CPA (Preferred)

Ability to Commute:

• Brookfield, WI (Required)

Work Location: In person

Salary : $155,000 - $258,000