Director, Shareholder Tax

LIVING OUR VALUES All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

JOB SUMMARY The Director, Shareholder Tax (DST) under the leadership of the Vice President, Tax will work closely with stakeholders and others within the Tax Department on ensuring optimal tax strategies, structuring, and planning for the shareholders and their related ventures, interests, and businesses.

The DST will provide expert-level knowledge of private company, family office, and wealth transfer tax strategies, global tax structuring, and tax residency planning with broad cross-functional and business stakeholder influence. Requires the ability to effectively communicate complex tax issues across the organization.

ESSENTIAL FUNCTIONSWork closely with the VP, Tax, Director, Tax, and other stakeholders to:

Provide tax planning to ensure the most tax efficient strategies in place for the shareholders and their trusts

Advise on family initiatives and new ventures

Advise on gift and estate tax matters to ensure tax efficient transfers of generational wealth

Assist with tax strategies around philanthropic efforts and foundations

Mitigate tax residency risks in new states and partner with international on foreign jurisdictions

Work closely with Senior Manager, Business Tax and Director,International Tax to ensure alignment on shareholder interests and domestic/international business strategies;High-level review of shareholder, trust, and certain business tax filings;Manage and assist with process improvements to enhance the efficiency of the department as well as the coordination with shareholder tax matters;Research complex tax issues and summarize results in a concise manner to communicate to management;Work closely with stakeholders to ensure the alignment of tax positions taken and communicate tax implications that will impact the shareholders and other functions;Monitor tax law changes, proposals, court decisions, and IRS and state rulings.

Evaluate their effects and potential ramifications; determine how to minimize tax consequences to the shareholders; Assist with shareholder tax notices and audits. Other duties as assigned.

Responsibly receive, transmit, and handle consumer and customer data per applicable policies and procedures.

Review and follow data privacy practices, policies, and guidelines.

SUPERVISORY RESPONSIBILITIESDirectly supervises one or more employees. Carries out responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees, planning, assigning, and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems.

QUALIFICATIONS Education and Experience requirements:

A Bachelor's degree from accredited four-year college or university with at least 10 – 14 years’ of experience including at least 8 years in public accounting; or equivalent combination of education and experience. Master’s degree preferred. Must hold a Certified Public Accountant (CPA) Designation.

Experience in the tax department of a large multi-entity corporation preferred, but not required.

Key attributes and areas of expertise include:

Deep expertise with privately owned companies, high-net-worth individuals and their overall ownership structure (i.e. businesses, individual tax, trusts, and wealth transfer considerations)Partnerships, s corps, strategic business structuring and transaction planning

Ability to manage multiple projects in fast paced working environment

Ability to communicate complex tax issues to various levels of internal and external parties. Research and analysis of complex tax issues

Ability to work closely with others and cultivate relationships

Areas of exposure preferred:

Business versus personal use of aircraft

Tax residency issues

CERTIFICATES, LICENSES, REGISTRATIONS*Certified Public Accountant (CPA) Required

PHYSICAL REQUIREMENTSThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day; and frequently access, input, and retrieve information from the computer and other office productivity devices.

The associate is regularly required to move about the office and around the corporate campus. The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

WORK ENVIRONMENTThe work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. While the job is generally performed in an office environment, the associate is occasionally exposed to wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, and outside weather conditions.

The noise level in the office environment is typically quiet, but the associate may be occasionally exposed to loud noise levels. TRAVEL REQUIREDMinimal travel is required for this position (up to 20% of the time and on a domestic basis).The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing.#LI-PB1

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