Senior Director Tax

Trucordia; Lindon (UT); On-site; USD 170,000 - 210,000; Full time

Benefits offered by this job

Life Insurance

FSA/HSA

Critical Illness

Hospital Indemnity

401K

Flexible PTO

Job summary

Trucordia, a fast-growing insurance brokerage, seeks a Head of Tax to build and lead tax strategy across federal, multi-state and local jurisdictions. Partner with finance and executives to scale the business while ensuring compliance and optimal outcomes.

The role includes tax provision, partnership taxation, due diligence for M&A, audits, and cross-functional oversight of ASC 740 and related filings. CPA preferred; private equity experience a plus.

Qualifications

• Degree in accounting or related field required.
• 10+ years in progressive tax leadership roles with public and/or private equity-backed environments.
• Deep expertise in partnership taxation and flow-through structures.

Responsibilities

• Own tax strategy across federal, multi-state, and local jurisdictions.
• Direct preparation and filing of tax returns, reconciliations, and K-1 reporting.
• Lead responses to tax notices and audits; update state methodologies as needed.
• Provide tax leadership on mergers, acquisitions, and post-close integrations.
• Oversee ASC 740 tax provision and financial statement disclosures.

Skills

Partnership taxation

ASC 740

M&A due diligence

Tax compliance

Leadership

Cross-functional collab

Education

Accounting degree

CPA / CA

Advanced degree (MST/MBA)

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

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:

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

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.

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