Sr. Director, Tax Operations

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Senior Director, Tax Operations, is a strategic leader responsible for all aspects of tax function, including data governance, regulatory compliance, reporting, and operational excellence. Reporting to the Managing Director of Shared Services, this role plays a critical part in shaping and executing the firm's operations tax strategy to ensure full alignment with evolving regulatory requirements.
This position leads a high-performing team and collaborates cross-functionally with Finance, Legal, Technology, and external stakeholders to drive innovation, enhance automation, and ensure enterprise-wide tax compliance. The Senior Director is accountable for risk mitigation, continuous process improvement, and delivering insights that support strategic decision-making at the executive level.
Duties & Responsibilities:

• Establish and maintain a robust tax governance framework with effective internal controls, ensuring accurate data and reporting across operational processes.
• Lead enterprise-wide tax risk assessments and scenario planning to anticipate regulatory changes and ensure timely, accurate, and compliant data transmissions to global tax authorities.
• Collaborate with senior leaders across Finance, Legal, Operations, and Technology to align tax strategy with business objectives, ensuring proactive compliance and value creation through integrated planning.
• Identify and mitigate tax risks through proactive review and planning to ensure timely and compliant data transmissions to tax authorities.
• Responsible for accurate preparation of tax communications, including annual tax forms.
• Ensure the accuracy and strategic positioning of all tax-related communications, including annual tax forms and executive-level reporting, aligning messaging with corporate governance standards.
• Deliver immediate tax compliance and reporting objectives while developing and executing long-term strategies that support sustainable growth and operational scalability.
• Monitors regulatory and legislative changes and proactively engages with internal stakeholders to assess impacts.
• Responsible for all internal coordination related to peak tax season including annual planning and preparation, coordinating across multiple functions to ensure success and business readiness, and execution to plan.
• Ensure achievement of short-term objectives while implementing strategies to achieve long-term goals to support continuous growth.
• Drive automation and champion the adoption of advanced technologies to improve tax data management, reporting accuracy, and compliance efficiency, positioning tax as a strategic enabler of business agility.
• Influences company business development strategy by partnering directly with Service Delivery teams, vendors and vendor management, product, development, and infrastructure.

Supervisory Responsibilities:

• Build, lead, and develop a high performing team, fostering collaboration, accountability, and teamwork.
• Provides strategic direction and leadership to team members, fostering a positive and inclusive corporate culture.
• Manages the full lifecycle of talent acquisition, including recruiting, interviewing, hiring, and onboarding new employees.
• Oversee daily departmental operations, ensuring efficiency and alignment with organizational goals
• Delivers timely and constructive performance feedback, supporting employee development, succession, and continuous improvement

Preferred Qualifications
Education & Experience:

• 10+ years of leadership experience, including 5+ years overseeing tax processes.
• Bachelor's degree in accounting, finance, business, tax, or related field.
• Demonstrated ability to establish, develop and lead a multi-level functional team of experienced professionals.
• Strong technical knowledge of tax authority regulations.
• Experience with retirement, wealth management, banking, or health care taxation.
• Ability to develop and leverage operational metrics to inform strategic decisions and drive execution.
• Experience in producing and executing 1-3-year strategic plans focused on operational transformation.
• Exceptional written and verbal communication skills, with a focus on collaboration and facilitation.

Skills & Abilities:

• Ability to build and motivate high performing teams
• Strategic leader who can align people and processes to meet business goals
• Uses data to drive decision making
• Understands the importance and skilled at bringing together key stakeholders
• Proficiency leading organizational and process management

Other Requirements:

• Travel approximately 20%
• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$180,000-$210,000 per year