Tax Director - Movement Holding Company LLC

Movement Holding Company LLC (Movement) is a financial services holding company with a diverse portfolio of operating companies (including mortgage wealth management asset management insurance and banking) each dedicated to delivering services and solutions that align with our core values.Together our companies form a trusted network partnering with clients to guide and support them on their financial journeys. Our mission is to inspire meaningful change within the financial services industry. Central to this mission is our dedication to reinvesting the majority of our profits back into the communities we serve amplifying our positive impact and fostering sustainable growth.

We exist to love and value our customers across the entire Movement ecosystem. Through innovation collaboration and valuesdriven leadership Movement strives to lead a movement that redefines success in financial servicesmaking it about more than profits but also about people and impact.

The Tax Director is responsible for overseeing the companys tax strategy compliance and reporting. Ensures that the organization complies with all tax regulations at the local state and federal levels while optimizing the companys tax position. Works closely with senior management to develop tax strategies that align with business goals and mitigate financial risks.

RESPONSIBILITIES

(Duties and responsibilities may include but are not limited to the following):

• Develop and implement tax strategies to minimize the organizations tax burden while ensuring compliance with tax laws and regulations.
• Lead tax planning efforts to optimize the companys global tax position including taxefficient structures for mergers acquisitions and joint ventures.
• Advise senior leadership on the tax implications of business decisions and transactions.
• Monitor changes in tax legislation and recommend adjustments to corporate strategies and tax policies accordingly.
• Design and implement taxefficient structures and strategies to support business growth including transfer pricing tax planning and entity restructuring.
• Oversee the preparation and filing of corporate tax returns (federal state and local) ensuring compliance with all applicable tax laws and regulations.
• Ensure timely filing of tax documents and meet all compliance deadlines including documentation related to tax credits deductions and exemptions.
• Coordinate with external auditors and tax advisors to ensure accurate and efficient filing of taxes.
• Manage internal processes for sales tax VAT withholding tax and other indirect taxes.
• Oversee the companys transfer pricing documentation and compliance with its jurisdictions tax rules.
• Ensure accurate tax accounting and reporting in compliance with accounting standards (e.g. ASC 740
• Oversee the tax provision process including the calculation and reporting of current and deferred taxes.
• Prepare and review taxrelated disclosures in the financial statements ensuring they are in line with GAAP or IFRS requirements.
• Coordinate with the financial accounting team to assess and account for the tax impact of transactions including asset acquisitions restructuring and investments.
• Manage tax audits and inquiries from local state and federal authorities.
• Work with external advisors and tax authorities to resolve tax disputes appeals and other matters related to audits.
• Develop strategies to defend tax positions during audits and manage tax settlements to minimize liabilities.
• Coordinate on the tax compliance and strategic planning with the organizations affiliated 501(c)3)s and the charitable mission they fulfill.
• Lead and manage a team of tax professionals providing mentorship training and career development opportunities.
• Assign tasks monitor performance and ensure that the team is wellequipped to handle taxrelated issues.
• Foster a culture of collaboration and continuous improvement within the tax department.
• Provide tax advice on potential acquisitions divestitures mergers and corporate restructuring efforts.
• Perform due diligence and assess tax risks opportunities and structuring options for M&A transactions.
• Work closely with legal and finance teams to ensure taxefficient deal structures and compliance with all tax laws in transactions.

QUALIFICATIONS

(To perform the job successfully the candidate should demonstrate the following competencies to perform the essential functions of this job.

• 10 years of experience in tax roles with a significant portion of that time spent in a leadership or managerial position ideally within a corporate or public accounting environment.
• Proven experience in managing tax aspects of mergers acquisitions and reorganizations.
• Expertise in tax compliance software (e.g. Thomson Reuters ONESOURCE Corptax or similar platforms).
• Strong knowledge of tax accounting under GAAP (U.S. or IFRS including tax provision preparation.
• Deep understanding of tax laws regulations and accounting principles.
• Proven experience leading and developing a highperforming team of tax professionals.
• Strong interpersonal and communication skills to interact with senior management and executives.
• Strong ability to analyze complex tax issues and propose strategic solutions.
• Excellent negotiation and dispute resolution skills particularly in the context of audits and tax litigation.
• A deep understanding of how tax strategy aligns with overall business strategy and operations.
• Ability to make sound business decisions that balance tax optimization with risk mitigation.

The expected salary range for this position is between:

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

We also offer a benefits package that includes:

• Competitive pay

• Benefits Offered: Medical Dental Vision Life Disability Critical Care Hospitalization HSA FSA DCFSA and QTE

• Retirement plan: 401(k) and Roth

• Paid Time Off: 16 days front loaded. Prorated based on the start date month

• 11.5 paid holidays per year

• Employee assistance program

• Excellent career growth opportunity

• Fun teamfocused working environment

• Employee driven community outreach program

The application window is anticipated to close on: