Director of Small Business Tax & Accounting

Summary of Responsibilities

Apply strategic level thinking, risk management and the ability to navigate family dynamics involving unique investments, tax structures and family-specific financial goals.  Apply extensive knowledge of tax and accounting principles to assist with estate planning and administration pertaining to closely held businesses.  Responsible for tax filings and financial statement reporting for closely held businesses, exempt orgs, and trusts.

Essential Position Responsibilities

• Oversee preparation and filings of federal and state C Corp, S Corp, partnership, trust, and private foundation tax returns.
• Lead a team of accounting and tax professionals and oversee ongoing cycle of accounting and tax reporting for Simplot family businesses.
• Partner with multiple corporate departments to accurately document related party transactions and history of closely held businesses.
• Identify potential problems, risks and propose alternate solutions to business tax situations.
• Perform tax research and other special projects to support family business needs and transitions.
• Ensure processes and systems will support business record keeping needs throughout generational shifts in work force, family estate administration, and potential IRS audits.  
• Manage and coordinate tax and legal consulting, operating agreements, and trustees as it relates to multi-generational estate planning and business objectives.    
• Manage relationships with investment advisors, banking institutions and report on quarterly returns through periodic review of investment strategies, proposing alternatives when applicable.

Education and Work Experience

• Bachelor’s Degree in Accounting required.
• 10+ years of experience in accounting with an emphasis in tax required.
• Experience in wealth management, estate planning and complex financial structures.
• Valid Certified Public Accountant license.

Knowledge & Skills

• Extensive knowledge of tax accounting principles and IRS regulations, with an understanding of the broader context of family wealth, including philanthropy and generational transfer of assets.
• Skills in networking and developing relationships with an ability to establish and maintain effective working relationships.
• Ability to communicate complex tax and financial concepts to family members
• Ability to work on multiple projects and meet deadlines by accurately and efficiently establishing priorities.
• Contribute to the family’s long-term financial success exhibiting adaptability to the evolving nature of financial markets, tax laws, and family dynamics.

Required Certifications

• Valid Certified Public Accountant license.