Sr. Director, Tax Operations

The Senior Director, Tax Operations, is a strategic leader responsible for all aspects of tax function, including data governance, regulatory compliance, reporting, and operational excellence. Reporting to the Managing Director of Shared Services, this role plays a critical part in shaping and executing the firm’s operations tax strategy to ensure full alignment with evolving regulatory requirements.

This position leads a high-performing team and collaborates cross-functionally with Finance, Legal, Technology, and external stakeholders to drive innovation, enhance automation, and ensure enterprise-wide tax compliance. The Senior Director is accountable for risk mitigation, continuous process improvement, and delivering insights that support strategic decision-making at the executive level.

Duties & Responsibilities:

• Establish and maintain a robust tax governance framework with effective internal controls, ensuring accurate data and reporting across operational processes.
• Lead enterprise-wide tax risk assessments and scenario planning to anticipate regulatory changes and ensure timely, accurate, and compliant data transmissions to global tax authorities.
• Collaborate with senior leaders across Finance, Legal, Operations, and Technology to align tax strategy with business objectives, ensuring proactive compliance and value creation through integrated planning.
• Identify and mitigate tax risks through proactive review and planning to ensure timely and compliant data transmissions to tax authorities.
• Responsible for accurate preparation of tax communications, including annual tax forms.
• Ensure the accuracy and strategic positioning of all tax-related communications, including annual tax forms and executive-level reporting, aligning messaging with corporate governance standards.
• Deliver immediate tax compliance and reporting objectives while developing and executing long-term strategies that support sustainable growth and operational scalability.
• Monitors regulatory and legislative changes and proactively engages with internal stakeholders to assess impacts.
• Responsible for all internal coordination related to peak tax season including annual planning and preparation, coordinating across multiple functions to ensure success and business readiness, and execution to plan.
• Ensure achievement of short-term objectives while implementing strategies to achieve long-term goals to support continuous growth.
• Drive automation and champion the adoption of advanced technologies to improve tax data management, reporting accuracy, and compliance efficiency, positioning tax as a strategic enabler of business agility.
• Influences company business development strategy by partnering directly with Service Delivery teams, vendors and vendor management, product, development, and infrastructure.

Supervisory Responsibilities:

• Build, lead, and develop a high performing team, fostering collaboration, accountability, and teamwork.
• Provides strategic direction and leadership to team members, fostering a positive and inclusive corporate culture.
• Manages the full lifecycle of talent acquisition, including recruiting, interviewing, hiring, and onboarding new employees.
• Oversee daily departmental operations, ensuring efficiency and alignment with organizational goals
• Delivers timely and constructive performance feedback, supporting employee development, succession, and continuous improvement

Qualifications

Education & Experience:

• 10+ years of leadership experience, including 5+ years overseeing tax processes.
• Bachelor’s degree in accounting, finance, business, tax, or related field.
• Demonstrated ability to establish, develop and lead a multi-level functional team of experienced professionals.
• Strong technical knowledge of tax authority regulations.
• Experience with retirement, wealth management, banking, or health care taxation.
• Ability to develop and leverage operational metrics to inform strategic decisions and drive execution.
• Experience in producing and executing 1–3-year strategic plans focused on operational transformation.
• Exceptional written and verbal communication skills, with a focus on collaboration and facilitation.

 

 

Skills & Abilities:

 

• Ability to build and motivate high performing teams
• Strategic leader who can align people and processes to meet business goals
• Uses data to drive decision making
• Understands the im