We are seeking a Director of Private Tax to lead a team responsible for all tax work for the clients of a trust company, including tax compliance, tax planning and advising, tax policy, tax records, and related systems.  The Director of Private Tax ensures that the right work processes, roles and talents are in place to successfully deliver this significant body of work. This is a collaborative position that partners closely with the Private Controller, Trust Officer, Counsel, Portfolio Manager, other tax specialists and senior leadership of the trust company to stay abreast of account activity having tax implications.

The Director of Private Tax is responsible for the accuracy, quality and timeliness of all work within the tax team, including ensuring proper controls and management of the audit process.  The Director of Private Tax also plays a lead role as a stakeholder of the tax technology systems.

This is a significant leadership role in the organization. We want someone who is not just an expert in their field, but also brings a high level of personal leadership.  S/he will also foster a highly engaged, positive, collaborative work culture and will have direct accountability to coach and manage the tax team members. The Director of Private Tax is also expected to lead beyond his/her role, consistently setting the bar for leadership, modeling our culture and mentoring others.  Our ideal director needs to bring energy, a positive attitude and a deliver results in a way that everyone says “I want to work with that person!”

Charitable and Crown operates a private trust company that manages a sophisticated investment portfolio, financial reporting, tax compliance and other services for its clients.  Clients include individuals, partnerships, corporations, trusts and private foundations.

Leading the tax team of Charitable and Crown has a similar feel to working in small firm, while at the same time offering the benefits of working for a large corporation like Hallmark.  There are always new opportunities to learn and make an impact. 

Requirements:

To be considered an applicant for this position you must show how you meet the basic qualifications of the job in a resume or document you upload, or by completing the work experience and education application fields.  Accepted file types are Microsoft Word (DOC or DOCX), PDF, HTML, or TXT.  Individual file size attachment limit is 10 MB.

In compliance with the Immigration Reform and Control Act of 1986, Hallmark Cards, Inc. and its subsidiary companies will hire only individuals lawfully authorized to work in the United States. Hallmark does not generally provide sponsorship for employment. Employment by Hallmark is contingent upon the signing of the Employment Agreement, signing of an agreement to arbitrate in connection with the Hallmark Dispute Resolution Program, completing Form I-9 Employment Eligibility Verification, passing the urinalysis drug screen, education verification and satisfactory reference and background checks.

BASIC QUALIFICATIONS

• Master of Business Administration degree OR Juris Doctor degree OR CPA required
• 8+ years' tax work experience (compliance, planning, advising, policy)
• Experience with Microsoft Office suite

PREFERRED QUALIFICATIONS

• Accounting and/or tax experience within a family office or trust company strongly preferred
• Strong understanding of tax partnership, individual, investment fund and/or trust accounting rules
• Experience managing vendors and outside entities, ability to build trusting business relationships
• Exemplary personal leadership, including a will to win as a team, high level of personal accountability and learning agility
• High learning agility, resilience
• Strong interpersonal savvy and relationship building skills.  Strong customer-focus and collaborative approach to work
• Can drive results in a high-volume, deadline-driven environment, effectively managing multiple priorities and getting work done through others
• Simplifies work and reduces complexity while improving quality of work outputs
• Strong written and verbal communication skills, able to effectively communicate complex material in a concise and understandable way to a variety of audiences
• Builds high performing teams and effectively manages and develops talent
• Prior experience with implementation of new technology platforms