Sr. Director, Tax Operations jobs in United States
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Inspira Financial · 14 hours ago

Sr. Director, Tax Operations

Inspira Financial is a people-centric company committed to driving results in the health and wealth journey. The Senior Director, Tax Operations will lead the tax function, ensuring compliance and operational excellence while collaborating with various departments to enhance automation and mitigate risks.

Financial Services

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
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

Qualification

Tax authority regulationsTax complianceOperational transformationData-driven decision makingTeam leadershipStakeholder engagementProcess managementCollaborationCommunication skills

Required

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

Preferred

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
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

Benefits

Healthcare
401K savings plan
Company holidays
Paid time off
Parental leave
Employee assistance program

Company

Inspira Financial

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Inspira Financial is your devoted health, wealth, retirement, and benefits administrator.

Funding

Current Stage
Late Stage

Leadership Team

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Julie Nelson
DIRECTOR, BACK OFFICE OPERATIONS
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Company data provided by crunchbase