Corporate Tax Strategy Director (Assistant)

Truist; Charlotte (NC); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid holidays

Job summary

Truist is seeking an Assistant Corporate Tax Director to lead review, analysis, and risk assessment of complex tax credit transactions and federal income tax planning. The role collaborates with legal, finance, risk, and external advisors to ensure accurate documentation and implementation of tax positions.

The candidate will support M&A, restructurings, and strategic transactions from a U.S. federal tax perspective.

Qualifications

• Bachelor’s degree and CPA required.
• 10 years of professional experience including Big 4 or large corporate tax experience or equivalent.
• 6 years of reviewing moderate to complex tax returns and leading teams.
• Specialized knowledge in bank taxation, state tax, and/or tax accounting.
• Advanced understanding of tax principles, tax accounting, and tax return software.
• Strong computer skills in Excel and other Microsoft products.
• Strong verbal and written communication skills.
• Advanced analytical and tax research skills.

Responsibilities

• Review, analyze, and advise on complex tax credit transactions and related federal income tax issues.
• Analyze tax credit investments, transferability arrangements, and partnership structures for proper tax treatment.
• Research and resolve highly complex federal income tax issues.
• Prepare, review, and communicate technical tax analyses and positions to tax and non-tax stakeholders.
• Coordinate with internal and external teams to identify tax issues and risk areas.
• Provide tax technical support for restructuring, M&A, investments, financing, and other strategic transactions.
• Advise stakeholders on tax implications of proposed transactions and structures.
• Develop and implement tax-efficient structures for transactions and investments.
• Identify and manage tax risks in transactions and business initiatives.
• Develop or review tax models to analyze strategies and changes in tax law.

Skills

CPA

Tax analysis

Tax planning

Leadership

Excel

Communication

Tax research

Attention to detail

Independent work

Education

Bachelor’s degree

CPA

Tools

Tax software

Microsoft Excel

Job description

Truist is seeking an Assistant Corporate Tax Director to lead review, analysis, and risk assessment of complex tax credit transactions and federal income tax planning. The role collaborates with legal, finance, risk, and external advisors to ensure accurate documentation and implementation of tax positions.

The candidate will support M&A, restructurings, and strategic transactions from a U.S. federal tax perspective.