Purple Ink Looking for Director Of Tax, Finance, And Estate Planning at Bloomington, IN, United States Full Time

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 at a minimum of $130K and be eligible for a bonus, 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 owners 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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