Director of Tax

Job Description Job Description The Director of Tax and Investments is a key member of the Finance leadership team, responsible for overseeing all aspects of the company’s tax strategy, compliance, and planning, as well as managing the organization’s investment portfolio, Family investments, and capital deployment initiatives. This role ensures compliance with federal, state, and local tax laws while optimizing the company’s tax position, managing risk, and supporting long-term financial sustainability and growth. The ideal candidate combines deep technical tax expertise with strong business acumen and investment insight (corporate and personal). They will serve as a strategic advisor to senior leadership (including the owner) —balancing compliance and optimization, while driving efficient capital allocation, risk management, and return enhancement across the company’s investment and financing activities. Tax Strategy, Compliance & Planning · Lead the company’s overall tax strategy to minimize tax liabilities while ensuring compliance with all applicable laws and regulations. · Oversee preparation and filing of federal, state, and local income tax returns (corporate and family), property taxes, and other required filings. · Manage relationships with external tax advisors, auditors, and regulatory authorities. · Monitor legislative and regulatory changes, assess impacts, and proactively adjust tax strategies. · Lead tax planning initiatives related to mergers, acquisitions, divestitures, reorganizations, and other business transactions. · Ensure compliance with transfer pricing, intercompany transactions, and tax provision requirements (ASC 740). · Partner with accounting and finance teams to ensure accurate tax accruals and financial reporting for income taxes (Corporate and family). Investment Management & Capital Strategy · Develop and manage the company’s investment strategy to optimize return on cash, reserves, and strategic assets within defined risk parameters. · Oversee the evaluation, selection, and performance of investment vehicles (e.g., short-term instruments, equity holdings, funds, or real estate). · Partner with the CFO to assess capital allocation decisions, funding strategies, and portfolio diversification. · Analyze investment performance, risk exposure, and market trends to support data-driven decision-making. · Provide financial insight and recommendations on treasury operations, liquidity management, and balance sheet optimization. · Provide support performing due diligence reporting on potential acquisition targets. Advisory & Business Partnership · Serve as the primary tax and investment advisor to the Owner, CFO and executive leadership team. · Provide strategic guidance on corporate structure, entity planning, and long-term capital management. · Collaborate cross-functionally with Legal, Accounting, FP&A, and Treasury to align strategies and ensure operational efficiency. · Support strategic initiatives, including acquisitions, divestitures, and expansion into new markets or jurisdictions. Leadership & Governance · Lead, develop, and mentor. · Establish and maintain effective internal controls over tax and investment processes. · Foster a culture of accountability, compliance, and continuous improvement. · Prepare and present periodic reports and analyses to the owner, executive leadership and other stakeholders. Education: Bachelor’s degree in Accounting, Finance, Economics, or related field; Master’s degree preferred. Experience and/or Training : · CPA or equivalent certification required; additional certifications (e.g., CFA, MBT, JD/LLM in Tax) a plus. · 10 years of progressive experience in corporate tax, public accounting, or investment management, with at least 3–5 years in a leadership role. · Strong understanding of U.S. federal, state, and local tax laws; experience with international tax a plus. · Proven experience developing and managing corporate investment strategies or treasury portfolios. · Strong financial modeling, analytical, and presentation skills. · Excellent communication, negotiation, and stakeholder management capabilities. Licenses/Certificates: Technology/Equipment (if applicable, the proficiencies required to perform the job): Company Description Ontech Talent, is where innovation meets expertise in the dynamic realm of IT and Engineering recruiting and staffing. Founded by industry visionary Nicole Whitbeck Dohnal, Ontech Talent has emerged as the premier strategic partner for Fortune mid to large companies seeking unparalleled talent solutions. Company Description Ontech Talent, is where innovation meets expertise in the dynamic realm of IT and Engineering recruiting and staffing. Founded by industry visionary Nicole Whitbeck Dohnal, Ontech Talent has emerged as the premier strategic partner for Fortune mid to large companies seeking unparalleled talent solutions.