Tax Strategy and Compliance Leader

6 days ago


Omaha, Nebraska, United States Carson Group Holdings, LLC Full time

Carson Group Holdings, LLC seeks a skilled Tax Strategy and Compliance Leader to oversee all aspects of our tax strategy and compliance.

Key Responsibilities:

  • Develop and implement our tax strategy, ensuring alignment with overall business objectives.
  • Establish organizational tax policies while maintaining compliance with local, state, and federal taxing authorities.
  • Manage tax incentive programs and work with third-party consultants to ensure maximum value is achieved.
  • Act as a resource for Advanced Solutions Team on tax planning services.
  • Collaborate with various business initiatives, providing tax expertise and guidance.
  • Manage process of collecting and reviewing tax information from all minority-owned partnerships. Serve as a resource to those shareholders as they complete their tax returns.
  • Actively participate in the diligence process of acquisition targets and then ensure compliance with purchase agreement provisions related to tax.
  • Manage tax distribution process by estimating taxable income each quarter and making required tax distributions.
  • Maintain capital accounts, both book and tax, for all shareholders.

Requirements:

  • Strong technical skills in all aspects of tax planning and compliance.
  • Excellent analytical and problem-solving skills.
  • Proficiency in tax software.
  • Strong communication skills, both written and verbal.

Preferred Qualifications:

  • Bachelor's degree in accounting, finance, or similar field of study required.
  • CPA designation required.
  • Minimum of 10 years of experience in tax compliance and planning.
  • Strong understanding of local, state, and federal tax laws.
  • Familiar with tax incentive programs.
  • Experience with partnership tax accounting.

What We Offer:

  • A competitive salary of $140,000 - $160,000 per year, depending on experience.
  • Bonus potential.
  • 401(k) plus matching.
  • Health benefits.
  • A great working environment.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.



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