Job Description

This position, working under the guidance of the Senior Head of Tax & International Finance, leads the development, implementation, and maintenance of the requisite global tax strategies and positions to protect the organization’s assets in both international and domestic markets. The Director manages the delivery of effective tax strategies to enable and support a multi-jurisdiction operating model, collaborating with stakeholders globally, while ensuring compliance with all laws and regulations. This role is responsible for all domestic and international tax filings and compliance for Institute and all associated entities.
You will have the opportunity to:

• Manage tax with the Senior Head, Financial Reporting and Tax from a strategic position, by proactively providing guidance to enable business development and growth. 
• Manage all operational aspects of domestic and international direct and indirect taxation including, but not limited to, tax research, reporting, compliance, planning, policy, and budgeting.
• Management and ownership of the Company’s indirect tax software (currently SOVOS), maintenance, system/order testing and tax calculation troubleshooting (new products, new countries, B2B customer set up); 
• Monitor and anticipate changes in international, federal and state/local tax laws of importance to the organization, determine the impact of those changes on the organization, and recommend appropriate modifications to the organization’s procedures or operations in response to such changes.
• Stay apprised of and implement tax best practices. 
• Ensure that appropriate internal controls are in place over accounting for direct and indirect taxes.
• Serve as a liaison with third party tax consultants on various tax matters including tax return preparation and audit. 
• Lead and develop a high performing team in a complex, matrixed environment.

We care about our employees’ mental, physical, social, and financial well-being. That’s why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs:

• Health & Well-being benefits that are amongst the best in the industry with full comprehensive Medical, Dental, and Vision for employees and their family members 
• Comprehensive Leave and Time Off plans
• A focus on Financial Well-being means that we stack our retirement benefits against the most competitive standards. 
• Flexible work arrangements
• Wellness, Education, and Employee Assistance Benefits

This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibility.

Required Knowledge, Skills, and Abilities

• Bachelor’s Degree in Accounting or an equivalent combination of education and experience. 
• Professional Accounting Qualification (CPA, ACA) required
• 5 years of experience in corporate tax post-qualification, knowledge of VAT highly preferred. 
• Detailed Knowledge of US GAAP (Generally Accepted Accounting Principles) required and a working knowledge of IFRS (International Financial Reporting Standards) preferred.
• Demonstrated success working directly and indirectly in tax and related fields in a multi-national environment 
• Excellent consulting, problem solving, and analytical skills.
• Global cultural orientation and working experience, with an understanding of foreign tax and financial operations. 
• Ability to create new and unique ideas and an entrepreneurial spirit a plus.
• Must demonstrate good judgment and mature business skills. 
• Excellent communication and interpersonal skills including a professional and diplomatic demeanor.
• Must demonstrate outstanding stewardship and relationship building/management skills to expand the mission of CFA Institute.