Tax Director

Overview

This role supports tax reporting, compliance, and strategy for a financial services organization that provides financing for residential solar PV customers, including battery storage systems. The position will lead direct and indirect tax functions, manage external partners and processes, and drive improvements to support a growing volume of residential renewable finance transactions.

Responsibilities

• Lead direct and indirect tax functions, including tax assessment, billing, collection, and filing across multiple state and local jurisdictions.
• Manage relationships with external tax compliance partners and software to ensure timely filing of sales and property tax returns.
• Monitor tax exposure and propose alternatives to reduce tax exposure and administrative costs; advise on tax structures to support business decisions.
• Establish processes for key deliverables and lead continuous improvement activities to improve execution efficiency.
• Oversee and ensure timely and complete monthly close; support monthly, quarterly, and annual financial reporting, and assist with preparation of annual financial statements.
• Serve as a reviewer on process creation and enhancement, including SOX and internal control matters, both internally and externally.
• Manage deferred tax accounting treatment and financial reporting under US GAAP; prepare journal entries for advanced topics within the scope of your expertise.
• Partner with cross-functional teams (Operations, Capital Markets, Structured Finance, Financial Planning and Analysis) to understand core operational processes.
• Drive process change and efficiencies through optimization, automation opportunities, and scalable solutions—ensuring compliance with tax law, GAAP, and company policies.
• Embrace the use of artificial intelligence to drive process efficiencies.

Requirements

• Bachelor’s degree in accounting, finance or related area.
• 10+ years progressive tax, tax accounting, and finance experience; or equivalent combination of education and experience.
• Experience working with ERP systems and databases.
• Ability to execute in a dynamic, fast-paced, and demanding environment.
• Ability to influence across the organization and interact at all levels.
• Knowledge of accounting for residential solar assets, including construction, leases, and PPA agreements.
• Knowledge of federal income tax, state income tax, state and local taxes, and investment tax credits under the Inflation Reduction Act.
• Experience with partnership accounting, including tax equity structures.
• Experience with internal controls and process improvement.
• Excellent organizational, communication, problem-solving, multi-tasking, and prioritization skills.
• Experience with revenue recognition policies and technical accounting.
• Strong knowledge of tax law and tax accounting under US GAAP.
• Knowledge of financial systems, analysis methodologies, and technical standards applicable to corporate accounting and finance.
• Strong Excel skills, including data sorting and manipulation (pivot tables, lookups, and power query).
• Professional presence; ability to lead teams and influence others.
• Ability to work well in a team-oriented, fast-paced environment under strict deadlines.
• Global mindset to thrive in a diverse culture and environment.
• Demonstrated ability to solve complex business problems.

Preferred Qualifications

• Advanced degree.
• CPA.
• Experience with NetSuite.
• Experience in financial services or banking industries, including ABS transactions, AFS Loan Assets, IR Hedges and related accounting.
• Accounting and data automation experience, including macro and artificial intelligence experience.
• Big Four experience.
• Korean Bilingual.

Compensation & Benefits

In accordance with applicable pay transparency laws, the anticipated annual base salary for this position is:

• Zone 1 (Bay Area, NYC): $208,100 – $312,100
• Zone 2 (CA, NJ, NY): $190,700 – $286,100
• Zone 3 (All others): $173,400 – $260,100

The applicable salary range is based on the employee’s primary work location. Individual compensation will be determined based on qualifications, relevant experience, education, skills, internal equity, and other business-related factors.

Location

Primary work location determines the salary range.

• Zone 1: Bay Area, NYC
• Zone 2: CA, NJ, NY
• Zone 3: All others

Physical, Mental & Environmental Demands

To comply with the Rehabilitation Act of 1973, essential physical, mental, and environmental requirements are as follows (with or without reasonable accommodation):

• Mobility
  • Standing: 20% of time
  • Sitting: 70% of time
  • Walking: 10% of time
• Strength
  • Pulling: up to 10 Pounds
  • Pushing: up to 10 Pounds
  • Carrying: up to 10 Pounds
  • Lifting: up to 10 Pounds
• Dexterity (F = Frequently, O = Occasionally, N = Never)
  • Typing: F
  • Handling: F
  • Reaching: F
• Agility (F = Frequently, O = Occasionally, N = Never)
  • Turning: F
  • Twisting: F
  • Bending: O
  • Crouching: O
  • Balancing: N
  • Climbing: N
  • Crawling: N
  • Kneeling: N