Manger of Direct Tax

Overview

This role involves leading the preparation and review of the U.S. income tax provision under ASC 740 and overseeing federal and state tax compliance for a multinational organization specializing in collectible and enthusiast vehicle insurance and related automotive services. The position requires managing deferred taxes, valuation allowance analysis, effective tax rate forecasting, and supporting financial statement disclosures and audit requirements. It also includes evaluating tax impacts of business initiatives, collaborating cross-functionally with finance and legal teams, and driving process improvements and internal controls within the tax function.

Responsibilities

Tax Provision & Reporting (ASC 740)

• Prepare and review quarterly and annual income tax provisions, including current and deferred tax calculations
• Conduct valuation allowance analysis and documentation
• Perform effective tax rate (ETR) analysis and forecasting
• Complete return-to-provision and true-up analyses
• Prepare tax-related financial statement disclosures for Forms 10-Q and 10-K
• Support external audit processes and respond to technical inquiries

U.S. Tax Compliance

• Manage preparation and review of U.S. federal and state income tax returns
• Coordinate with external advisors and review supporting documentation
• Monitor filing deadlines and extensions
• Oversee estimated tax payments and cash tax forecasting
• Ensure compliance with evolving federal and state tax laws

Tax Accounting & Technical Analysis

• Analyze and document tax positions, including uncertain tax positions (UTPs)
• Evaluate impacts of new tax legislation and accounting standards
• Support accounting for stock-based compensation, fixed assets, and other key tax areas
• Assist with deferred tax inventory, including temporary differences and tax attributes

Planning & Business Support

• Partner with finance, accounting, and business teams on tax implications of transactions
• Support tax planning initiatives to optimize tax position
• Assist with modeling impacts of strategic initiatives such as acquisitions and restructurings
• Provide guidance on tax-sensitive business decisions

Process Improvement & Controls

• Enhance tax provision and compliance processes, including automation and documentation
• Maintain and improve internal controls over income taxes
• Support Sarbanes-Oxley (SOX) compliance and documentation efforts
• Assist with implementation or optimization of tax technology solutions

Requirements

• Bachelor’s degree in Tax, Accounting, Finance, or related field
• 6-8+ years of experience in public accounting and/or multinational corporate tax department
• Strong knowledge of ASC 740 and U.S. corporate income tax rules
• Experience with U.S. federal and multi-state tax compliance
• Experience working with external auditors and managing advisor relationships
• Strong analytical, communication, and project management skills

Preferred Qualifications

• CPA certification and/or Master’s degree in Tax preferred
• Experience in a publicly traded company environment
• Familiarity with partnership taxation and complex legal structures (e.g., Up-C structures, outside basis considerations)
• Experience with tax provision and compliance software such as OneSource or Corptax
• High attention to detail and ability to manage multiple priorities
• Effective communication skills, including explaining technical concepts
• Collaborative mindset with ability to work cross-functionally
• Proactive and solutions-oriented approach
• Experience with Workday Accounting is an asset
• Audit defense experience

Compensation & Benefits

Compensation and comprehensive benefits vary by location. Candidates residing in certain U.S. states and Canadian provinces should inquire separately for details.

Location

This position is open to U.S. remote work. Team members residing within 20 miles of the Traverse City headquarters are expected to follow a hybrid schedule, working from the office three days per week.

Additional Information

• Familiarity with public company requirements, including Sarbanes-Oxley and key regulations, is important.
• Responsibilities include designing, executing, and documenting internal controls to prevent errors in financial reporting and business operations.
• The role requires attestation to the completeness, accuracy, and compliance of all financial reporting data where applicable.