Everstory Partners · 6 days ago
Director, Tax
Altamonte Springs, FL
Full-time
Onsite
Director/Executive
$140K/yr - $150K/yr
7+ years expEverstory Partners is dedicated to creating supportive spaces for individuals and families experiencing loss. The Director of Tax is responsible for overseeing all tax-related functions, ensuring compliance with tax regulations, and leading tax planning and reporting efforts within the death care industry.
ConsultingConsumerFunerals
Responsibilities
Lead preparation, review, and filing of federal and state income tax returns, including extensions and estimated payments
Oversee monthly sales tax, escheat, and personal property tax filings
Manage audit inquiries from tax authorities and coordinate responses to federal, state, and local audits
Review and analyze purchase and sale agreements for tax implications related to acquisitions, divestitures, and asset transfers, including tax impact on perpetual care trust funds
Maintain and manage real estate and personal property tax calendars and exemption filings, ensuring accuracy and timely submissions
Identify and implement tax planning opportunities to optimize overall tax position and reduce liabilities
Ensure appropriate documentation and compliance with tax-exempt status requirements specific to cemetery and funeral operations
Oversee preparation of tax provisions and deferred tax calculations in accordance with GAAP
Approve tax-related vendor invoices and internal cost allocations
Provide leadership, mentoring, and training to tax staff; ensure alignment with department goals and professional development plans
Develop and maintain internal controls and processes for efficient and accurate tax reporting
Stay current on relevant tax law changes, particularly those affecting the death care industry and trust taxation
Qualification
Required
Bachelor's degree in accounting or taxation; master's in taxation preferred
CPA designation required
Minimum of 7–10 years of progressive experience in tax compliance and planning, including supervisory responsibilities
Demonstrated experience with multi-entity structures and tax-exempt operations
Strong understanding of perpetual care trust fund taxation and cemetery/funeral home-specific regulations
Proficient in tax research and compliance tools (e.g., OneSource, BNA, CCH)
Advanced Excel skills required (pivot tables, lookups, data modeling)
Exceptional attention to detail, analytical thinking, and problem-solving abilities
Excellent communication and interpersonal skills
Valid driver's license required; some travel may be required
Preferred
Prior experience in the death care industry or trust administration highly preferred
Benefits
Medical
Dental
401k with a company match
Life
Short-Term Disability
Long-term Disability
Vision
Tuition Reimbursement
Employee Discount Programs
Generous PTO Programs
Volunteer Opportunities & much more!
Company
Everstory Partners
Everstory Partners develops safe, encouraging environments where people and families dealing with loss can find comfort, purpose, and hope.
1001-5000 employees
H1B Sponsorship
Everstory Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (1)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Lilly Donohue
Chief Executive Officer
Recent News
Company data provided by crunchbase