About this position
Location: Norwalk, CT OR Remote (based out of North East)
Work Arrangement: Hybrid for local candidates; remote candidates must be willing to travel to the Connecticut office 3 times per month.
Compensation: Competitive base salary + 20–30% annual bonus
Position Overview
We are representing a privately held financial services firm specializing in middle-market financing transactions.
Our client is seeking an experienced Tax Director / Head of Tax to serve as the senior-most tax professional within the organization. This individual will assume ownership of the company's tax function, providing technical guidance on complex transactions, overseeing outsourced tax compliance, and serving as a strategic tax advisor to executive leadership.
This is a highly visible, advisory-focused opportunity emphasizing sales and use tax, transaction-related taxation, personal property tax, and corporate tax oversight.
Tax return preparation is outsourced, allowing this individual to focus on technical tax analysis, regulatory interpretation, transaction advisory, and improving the efficiency of the company's tax operations.
Key Responsibilities
- Sales & Use Tax: Serve as the internal subject matter expert on multistate sales and use tax, including transaction taxability, exemptions, jurisdictional requirements, and regulatory compliance.
- Transaction Tax Advisory: Evaluate the tax implications of financing arrangements, leasing structures, asset acquisitions, and other complex financial transactions.
- Personal Property Tax: Oversee property tax obligations, assessments, valuations, and compliance requirements across multiple jurisdictions.
- Corporate Tax: Maintain oversight of federal and state corporate income tax matters, including reviewing outsourced tax returns, evaluating tax positions, and monitoring regulatory developments.
- External Tax Provider Management: Oversee third-party tax advisors and compliance providers, reviewing their work and serving as the primary internal resource for complex technical questions.
- Executive Advisory: Partner with senior leadership, finance, accounting, and operations teams to provide timely, commercially practical guidance on tax matters.
- Tax Technology & Process Improvement: Implement scalable tax processes, automation, and reporting solutions to support increasing transaction volume and operational efficiency.
- Regulatory Compliance: Monitor changes in federal, state, and local tax laws, proactively identifying potential risks and their implications for the business.
Qualifications
- 10+ years of progressive tax experience, ideally within financial services, banking, specialty finance, commercial lending, or a complex corporate environment.
- Deep technical expertise in multistate sales and use tax is essential.
- Strong understanding of corporate income tax, transaction-related taxation, and personal property tax.
Location and commute
Norwalk, CT .
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3218790998.