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Fixity Technologies · 3 weeks ago

Chief Financial Officer - Controller/Chief of Tax

Los Angeles, CA

Full-time

Onsite

Director/Executive

$200K/yr - $280K/yr

10+ years exp

Fixity Technologies is seeking a Chief Financial Officer to lead their Integrated Tax and Financial Services team. The role involves shaping tax planning strategies, managing tax compliance, and ensuring the profitability of the department while collaborating with the executive team and other departments.

Information Technology & Services

Senior Management

Responsibilities

Build, lead, and manage the Integrated Tax and Financial Services (ITFS) team structure

Lead and execute best business practices for tax technology

Track the profitability of the ITFS department

Shape and execute tax planning and strategy in collaboration with the Executive team

Lead meetings with department Directors and Business Management team(s)

Champion learning and development initiatives, integrating best business practices related to tax

Collaborate with Tax Director(s) to train the ITFS team and the Business Management teams for the preparation and input of tax returns

Develop and implement tax-efficient structures in alignment with the client’s organizational financial goals, ensuring compliance and long-term sustainability

Identify and monitor tax optimization opportunities and strategically leverage available tax incentives for clients

Review, oversee, and prepare complex income tax returns, including, but not limited to, Corporations, Partnerships, and Individual returns

Manage performance of the quality control review for all financial statements, ensuring rigorous quality control

Facilitate planning and compliance of international tax matters, including waivers and tax returns

Review and oversee required estimated tax payments

Establish and enforce tax reporting policies and controls, aligning with evolving regulations and best practices by creating and maintaining relevant policies and procedures

Conduct final review and oversight of year-end shareholder bonus process

Manage final review of tax correspondence; facilitate and oversee tax audits

Ensure full compliance of all annual reports, franchise tax returns, and other state filings

Oversee and manage invoicing for all tax services performed, ensuring accuracy

Review and oversee the quarterly and annual payroll tax returns process

Provide strategic leadership to ITFS staff, optimizing support and operations within their assigned business management/accounting team(s)

Manage all department deliverables, ensuring alignment with business objectives and client expectations

Review and oversee tax preparation work papers and investment reconciliation, ensuring thoroughness that meets the firm’s/client’s standards

Execute any ad hoc projects, as assigned

Qualification

CPATax planningTax technologyCCHQuickBooksExcelTax returnsTeam developmentBusiness managementLeadershipMentoring

Required

MUST BE A CPA, ABLE TO GET ONE IN CA

Ability to reliably commute and report to the Tri Star office

Must be able to sign financial reviews and tax returns

Active CPA license

Bachelor's in Business, specifically Accounting, Finance, or Economics

5+ years of experience in a Tax practice, supporting HNWI with complex tax needs

Tax Manager: 10 years (Required)

QuickBooks: 10 years (Required)

Preferred

Master's in Taxation, preferred

Experience within a Business Management Firm, Public Accounting Firm, Family Office, and/or the Entertainment industry, where there would be a good transferability of skills, preferred

Experience building, mentoring, and developing tax teams