Tax & Treasury Manager

Location:

Winston‑Salem, NC 27101, USA

Responsibilities include managing tax compliance, treasury operations, and cash flow optimization for Cook & Boardman Group. The role oversees tax strategy, planning, and reporting to ensure compliance with federal, state, and local tax laws. It also handles cash flow management, banking relationships, debt compliance, and liquidity optimization to support the company’s financial health and growth objectives.

• Oversee all aspects of tax compliance, including income, sales/use, property, and other business taxes.
• Coordinate and manage the preparation and filing of federal, state, and local tax returns through internal resources and external advisors.
• Ensure compliance with evolving tax laws and regulations, monitor changes, and assess impact on the business.
• Develop and implement tax planning strategies to optimize tax efficiency.
• Manage audits and inquiries from tax authorities.
• Manage accounts and filing requirements with tax authorities.
• Maintain accurate tax records and documentation.
• Oversee daily cash positioning, cash flow forecasting, and liquidity management.
• Manage short‑term investments, credit facilities, and debt compliance.
• Establish and maintain strong banking relationships and negotiate favorable terms.
• Implement and maintain treasury controls and processes to mitigate financial risk.
• Evaluate and recommend opportunities to improve working capital efficiency.
• Partner with finance, accounting, and operations teams to ensure accurate and timely tax and treasury reporting.
• Manage relationships with external tax advisors, auditors, and financial institutions.
• Support M&A activities by performing tax due diligence and treasury integration planning.

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• 5+ years of experience in corporate tax, treasury, or a related finance role.
• Experience in multi‑state tax compliance and planning required.
• Experience with treasury management systems (TMS) and ERP systems (e.g., MS Dynamics) a plus.
• Strong technical knowledge of U.S. federal and state tax laws and treasury operations.
• Excellent analytical and problem‑solving skills.
• Strong communication and interpersonal skills.
• Ability to work in a fast‑paced, dynamic environment and manage multiple priorities.
• Strategic thinking and ability to anticipate financial impacts.
• High attention to detail and accuracy.
• Strong organizational skills and ability to meet deadlines.
• Team‑oriented mindset with a collaborative approach.

• Comprehensive benefits: health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
• Generous paid time off for rest, family, and self‑care.
• Continuous learning, mentorship, and leadership training including access to CBX University.
• Supportive and collaborative culture.

The role requires regular verbal and written communication, visual and auditory acuity in a typical office setting, sitting, walking, standing, and use of hands to handle or feel tools, and reaching with arms and hands.

Professional office environment using standard office equipment. Occasional business travel may be required.

Individuals must be able to carry out each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

CBX Solutions is an Equal Opportunity Employer and a VEVRAA Federal Contractor. We are committed to providing equal employment opportunities to all qualified individuals, including minorities, females, protected veterans, and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.