Logo
Orion Advisor Technology

Director, Tax

Orion Advisor Technology, Omaha, Nebraska, us, 68197

Save Job

About this Opportunity

The Tax Director is responsible for all aspects of Orion’s corporate tax function including tax reporting, compliance and advising on tax related issues. This position will develop and implement strategies to minimize tax liability and ensure compliance within proper tax codes. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates: Candidates must work in office at one of the following locations for at least 3 days per week: Omaha, NE.

For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

Develop appropriate tax planning initiatives/strategies and recommendations to ensure the most effective tax position for Orion

Conduct technical research and maintain compliance with IRS as well as state and local rules/regulations

Ensure all M&A transactions are accurately recorded in the provision and reported on the income tax returns

Advise management on tax implications of business transactions, acquisition, and expansion activity

Monitor legislative changes and proposals and assess potential impact on current tax strategy

Oversee the work of external tax consultants or auditors and participate in the audit process

Research and draft responses to inquiries from government agencies regarding tax filings, compliance, and other claims

Facilitate and manage the preparation of the company tax filings including, but not limited to planning, registering, preparing, filing, and coordinating payment of federal, state, and local income, sales, property, business license, and other tax returns, estimated payments and extensions

Effectively articulate the business impact of tax matters to the executive team and private equity sponsors

Collaborate proactively and communicate clearly with CFO, executive leadership and sponsors on tax-related strategy and decision-making as needed

Ensure all state tax incentive programs are filed accurately and timely

Ensure sales and use tax returns are filed accurately and timely

We're looking for talent who:

Extensive knowledge of corporate tax and an understanding of sales and use tax laws

Has knowledge of tax accounting principles, SOX, ASC 740, U.S. GAAP.

Is a Certified Public Accountant (CPA)

Has a minimum of 10 years of progressive experience in corporate tax and prior experience with the Big 4 accounting firms preferred

Has a minimum of a bachelors degree in Finance, Accounting or a related field- Masters preferred

Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Salary Range:

$123,491.00 - $196,279.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

#J-18808-Ljbffr