Senior Director Tax

Trucordia Insurance Services, LLC; Lindon (UT); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a Head of Tax to lead tax strategy across federal, state, and local regimes for a fast-growing multi-entity insurance broker. You will own tax policy, oversee all returns, and guide audits while partnering with finance executives to support growth.

The role requires 10+ years in tax leadership, strong knowledge of partnership tax and ASC 740, and experience with M&A transactions within financial services.

Qualifications

• 10+ years in progressive tax roles with leadership experience.
• Deep knowledge of partnership taxation and Schedule K-1.
• Experience with ASC 740, FIN 48, and multi-entity reporting.
• M&A due diligence, structuring, and integration experience.
• Industry exposure in insurance/financial services.
• CPA/CA strongly preferred; advanced degree a plus.

Responsibilities

• Own tax strategy and policy across federal, multi-state, and local jurisdictions, aligning with business goals.
• Direct preparation and filing of all tax returns and K-1 reporting for a multi-entity organization.
• Lead responses to tax notices and audits; manage state tax positions and reserves.
• Provide tax leadership on mergers, acquisitions, and integrations; due diligence and post-close structuring.
• Oversee tax provision and ASC 740 reporting with accounting and auditors.
• Manage external tax advisors and ensure timely, compliant partnership tax work.
• Build and mentor the internal tax team with scalable processes and controls.

Skills

Tax strategy

Leadership

Partnership taxation

M&A tax

Financial reporting

Education

CPA/CA

MBA/MST a plus

Job description

Extraordinary Opportunity. Exceptional Experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

Job Summary

We're a fast-growing insurance brokerage that has scaled quickly through acquisition, bringing 200+ offices under one roof in just a few years. That kind of growth creates real tax complexity: multi-state exposure, partnership and flow-through structures, and a constant flow of new entities to integrate. We're hiring a Head of Tax to build and lead the function that keeps all of it running smoothly and positions us for what's next. This is a chance to own tax strategy end to end, shape how we scale, and be a trusted partner to finance and executive leadership as we keep growing.

Duties & Responsibilities

• Own the company's overall tax strategy and policy across federal, multi-state, and local jurisdictions, partnering with consolidated insurance agencies and corporate finance leadership to ensure tax positions align with business objectives and support ongoing growth.
• Direct the preparation, review, and filing of all tax returns, reconciliations, and projects related to tax and equity, including Schedule K-1 reporting and partnership/flow-through structures, ensuring accuracy and timeliness across a complex multi-entity organization.
• Lead the response to tax notices and audits, ensuring state tax methodologies are updated appropriately and communicated to external tax partners and internal finance leaders, including reassessing outstanding FIN 48 reserve positions and other uncertain tax positions.
• Provide tax leadership on mergers, acquisitions, and integrations, including due diligence, structuring, and post-close integration of acquired agencies into the consolidated tax framework.
• Oversee tax provision and reporting under ASC 740, partnering with accounting and external auditors to ensure accurate financial statement presentation and disclosure.
• Direct tax research across applicable regulations, tax codes, and case law to ensure compliance, while proactively identifying planning opportunities, credits, and risk mitigation strategies.
• Manage relationships with external tax advisors, consultants, and taxing authorities, controlling spend and holding partners accountable to quality and deadlines.
• Build, mentor, and lead the internal tax function, establishing scalable processes, controls, and technology to support a rapidly growing enterprise.

Qualifications

• College, university, or equivalent degree in accounting or a related field required; CPA, Chartered Accountant, or similar certification strongly preferred. Advanced degree (MST or MBA) is a plus.
• 10+ years of progressive tax experience, including a mix of public accounting and in-house/corporate tax leadership, with a track record of building or scaling a tax function.
• Deep expertise in partnership taxation and flow-through structures, including Schedule K-1 reporting, tax equity, and multi-tiered entity structures.
• Strong experience reviewing and improving estimated tax payment calculations and processes, and reviewing state and local income and agency franchise tax returns for domestic operations while leading assigned state and local audits.
• Demonstrated experience with ASC 740 tax provision, FIN 48, and financial statement reporting in a consolidated, multi-entity environment.
• Experience supporting M&A activity, including tax due diligence, structuring, and integration, ideally in a private equity backed or high-acquisition setting.
• Industry background in insurance, financial services, healthcare, or tech/SaaS; public tax experience required.
• Proven people leader with strong communication skills and the ability to partner with senior finance and executive stakeholders.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.