Director of Tax, Finance, and Estate Planning
Company: Purple Ink LLC
Location: Bloomington
Posted on: June 24, 2022
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Job Description:
Do you have at least 10 years in corporate tax, personal
financial planning/wealth management, personal/estate tax and
compliance? Are you ready to take your expertise to a more focused
role with a mostly remote role and about 40 hours of work a week?
Are you able to go to the Bloomington, IN area for occasional
meetings? so, the Director of Tax, Finance, and Estate Planning may
be for you.
Our client has a very successful multi-million dollar business with
sites across Indiana that serve thousands of customers with quality
service and care.
The Director of Tax, Finance, and Estate Planning provides tax,
estate planning, and compliance oversight to the business owners
and their immediate families. The successful candidate will have
compensation commensurate with experience and an attractive
benefits package.
The Director of Tax, Finance, and Estate Planning will:
Management and engagement with Corporate, Personal, Financial and
tax matters for the business owners and their immediate
families
Provide tax and estate planning support for the business owners and
their immediate families
Ensure necessary documents are drafted, executed, filed, and
retained to comply with required guidelines.
Responsible for oversight of the Family Business Office staff
Takes the lead role in providing support for situations that could
be extremely complex, strategic or sensitive in nature. Understands
the business owner's position and needs.
Responds in a timely manner with a sense of urgency to
requests.
Establishes a wide network of relationships; builds rapport with
business owners, immediate family members, and FBO employees and
those within the organization.
Participates in national trade associations and industry
organizations to provide connectivity and networking for the
FBO.
The Director of Tax, Finance, and Estate Planning needs:
Bachelor's degree in accounting, finance, or related degree
required.
Master's degree in accounting, finance, or related degree and/or
CPA preferred.
Minimum of 10 years of work experience required in the areas of;
corporate tax, personal financial planning/wealth management,
personal/estate tax and compliance.
Must be proficient in matters related to accounting, tax
preparation, planning and compliance.
Ability to lead and manage others while also working
collaboratively with colleagues, partners and vendors.
Benefits and Perks:
Healthcare
HSA
Generous PTO
401 K with match
Generous bonus
EQUAL OPPORTUNITY EMPLOYER
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Keywords: Purple Ink LLC, Bloomington , Director of Tax, Finance, and Estate Planning, Executive , Bloomington, Indiana
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