Director, Tax

Reposted Yesterday
Be an Early Applicant
Greater Tunb
123K-196K Annually
Expert/Leader
Fintech • Software • Financial Services
The Role
The Tax Director will manage corporate tax functions, ensuring compliance and effective tax strategies, while advising management on tax implications and overseeing audits.
Summary Generated by Built In

About this Opportunity

The Tax Director is responsible for all aspects of Orion’s corporate tax function including tax reporting, compliance and advising on tax related issues. This position will develop and implement strategies to minimize tax liability and ensure compliance within proper tax codes.  As we continue to evolve and live our Orion values, we are looking for someone to grow with us.  

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

 

In this role, you'll get to:

  • Develop appropriate tax planning initiatives/strategies and recommendations to ensure the most effective tax position for Orion

  • Conduct technical research and maintain compliance with IRS as well as state and local rules/regulations

  • Ensure all M&A transactions are accurately recorded in the provision and reported on the income tax returns

  • Advise management on tax implications of business transactions, acquisition, and expansion activity

  • Monitor legislative changes and proposals and assess potential impact on current tax strategy

  • Oversee the work of external tax consultants or auditors and participate in the audit process

  • Research and draft responses to inquiries from government agencies regarding tax filings, compliance, and other claims

  • Facilitate and manage the preparation of the company tax filings including, but not limited to planning, registering, preparing, filing, and coordinating payment of federal, state, and local income, sales, property, business license, and other tax returns, estimated payments and extensions

  • Effectively articulate the business impact of tax matters to the executive team and private equity sponsors

  • Collaborate proactively and communicate clearly with CFO, executive leadership and sponsors on tax-related strategy and decision-making as needed

  • Ensure all state tax incentive programs are filed accurately and timely

  • Ensure sales and use tax returns are filed accurately and timely

 

We're looking for talent who:

  • Extensive knowledge of corporate tax and an understanding of sales and use tax laws 

  • Has knowledge of tax accounting principles, SOX, ASC 740, U.S. GAAP. 

  • Is a Certified Public Accountant (CPA)

  • Has a minimum of 10 years of progressive experience in corporate tax and prior experience with the Big 4 accounting firms preferred

  • Has a minimum of a bachelors degree in Finance, Accounting or a related field- Masters preferred

  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization 

#LI-AP1
#LI-Onsite
#LI-Hybrid

Salary Range:

$123,491.00 - $196,279.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

Top Skills

Asc 740
Irs Regulations
Sox
Tax Accounting Principles
Tax Planning Strategies
U.S. Gaap
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The Company
HQ: Omaha, NE
1,570 Employees

What We Do

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.

Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.

Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses

• • •
Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Our Social Media Disclosure: https://bit.ly/3oTnWu7

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