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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Highly experienced tax subject matter expert specific to partnerships in the financial services industry and thought leader role with comprehensive knowledge within the discipline, crossing multiple areas of specialization. Leads a team of tax professionals and 3rd party tax specialists focusing on long-term operational performance of the Tax Department.
Please note: This role is located in Charlotte NC. (not a remote role)
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Manage operations of various aspects of the Corporate Tax Department.
Lead large, diverse teams to accomplish departmental and corporate objectives. Set priorities for the Tax department regarding the execution of recurring work and the implementation of initiatives and strategies.
Apply complete understanding of relevant tax law and tax and regulatory accounting principles and concepts and ability to concisely communicate to non-tax professionals and senior leadership.
Successfully navigate organizational challenges leveraging strong and broad relationships to ensure that necessary resources are obtained from across the enterprise.
Oversee the research and analysis of complex tax issues, the documentation of those issues, and the communication of conclusions to senior management.
Build strong relationships and engage with senior leaders across the enterprise to ensure that transactions and business objectives are executed in a tax-efficient manner.
Identify, communicate, and influence the implementation of tax planning opportunities across the enterprise.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Qualifications:
Bachelor's degree or equivalent work experience
14+ years of professional experience including Big 4 or large corporate tax experience, or an equivalent combination of education and work experience.
10+ years of reviewing complex tax returns and tax return submission responsibility.
Previous experience in mergers and acquisitions, including deal origination, due diligence, transaction structuring, and integration planning.
Experience in leading large teams and initiatives.
Head of tax or equivalent experience at a mid-sized company, preferably a partnership structure
Ability to leverage technical and business experience to create an environment that fosters strategic thinking and high-quality work product.
Preferred Qualifications:
20+ years of professional experience including Big 4 or large corporate tax experience, or an equivalent combination of education and work experience.
Financial Services Experience
CERTIFICATIONS, LICENSES, REGISTRATIONS
FUNCTIONAL SKILLS
Comprehensive and broad knowledge within the tax discipline.
Ability to read, interpret, write, and review the tax portion of financial statements.
Strong verbal and written communication and presentation skills.
Strong delegation skills.
General Description of Available Benefits for Eligible Employees of TIH:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no
. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
This position is part of TIH.
Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release (https://media.truist.com/2024-05-07-Truist-completes-sale-of-Truist-Insurance-Holdings-and-executes-strategic-balance-sheet-repositioning)
for details.
TIH Insurance Holdings, LP (TIH) supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. TIH is a Drug Free Workplace.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
