Director of Tax and Treasury

Plans, directs, and controls the organization’s overall Tax and Treasury functions.

• Preparation of tax work papers and review of income tax returns, estimated tax calculations and tax projections for individuals, trusts, limited liability companies, partnerships, and corporations working with outside firm.
• Preparation of tax work papers and review of gift and estate tax returns working with outside firm.
• Tax and estate planning, tax research and presentation of ideas. Work with outside technical firms as needed.
• Advise WR Investment Committee on tax strategies for portfolio investments, including liquidity and tax status to determine which entities are more favorable to invest in which investment opportunities.
• Assist real estate operating entities with tax matters as requested including coordination and review of various tax returns and information.
• Oversee Liv and WR Cash flow forecasting, Debt placement and documentation for Liv and WR Borrowers and Guarantors, Bank compliance reporting.
• Oversee Liv Risk Management and Insurance programs for WR and Liv, including insurance strategy and placement and Enterprise Risk Management.
• Work as an integral part of the financial team, performing other duties as assigned including learning and working in the Archway accounting software and Addepar investment software.

• Act at all times in a manner that is consistent with the family’s commitment to the highest standards of ethics and best practices of the finest public or private companies.
• Advanced written and oral communication skills.
• Strong interpersonal skills to engage with colleagues, third parties and tax authorities.
• Adaptable and analytical thinker.
• Work both independently and as part of a team with professionals at all levels.
• Intellectual curiosity, initiative, personal organization, motivation, and ownership of one’s work.
• 4-7 years of related tax experience is required.
• A minimum of three years of experience in public accounting is required.
• Corporate, Partnership, Trust and Individual income and gift tax preparation knowledge is required.
• Candidate is required to be a licensed CPA or an Enrolled Agent.
• Master of Science in Taxation (MST) is a plus.
• Absolute confidentiality regarding corporate and family finances and activities (avoid actions that put family security or reputations at risk).
• Socially interact in the community with poise and friendliness.

This job description in no way states or implies that these are the only duties to be performed by the team member occupying this position. Team members will be required to follow any other job‑related instructions and to perform other job‑related duties requested by their supervisor.