Director of Tax, Finance, and Estate Planning

Company: Purple Ink LLC
Location: Bloomington
Posted on: June 24, 2022

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