EPIC Job - 39819861 | CareerArc
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Company: EPIC
Location: New York, NY
Career Level: Director
Industries: Banking, Insurance, Financial Services


Summary: As the Director of Tax Compliance and Planning your primary responsibility is to direct and
oversee the Company's tax policies and procedures to ensure that the Company is in compliance with all
tax filing requirements while minimizing tax exposure.

 Liaison with outside tax advisor to ensure compliance with required tax filings. Review income tax
returns prepared by outside tax advisor to ensure accuracy and completeness.
 Streamline the tax filing and reporting process through implementation of a tax software. Utilize
the tax software for tax provision and tax planning purposes
 Ensure proper state apportionment of revenue and expenses to minimize tax exposure
 Provide guidance to the accounting teams on proper record‐keeping in order to meet tax filing
requirements while minimizing tax exposures
 Review simple tax returns prepared by the accounting teams including property tax returns,
commercial rent tax returns, state non‐income tax returns, unclaimed property filing and other
filings prepared in‐house
 Respond to notices from tax authorities
 Monitor any tax exposures outside of the U.S. as the Company expands internationally
 Liaison with tax diligence advisor in the tax diligence of M&A deals
 Integration of tax filings for acquired subsidiaries and businesses
 Work closely with Legal and outside tax advisor on tax planning related to legal structural changes
 Stay informed of current federal, state and local tax codes and provide recommendations to
management on tax planning strategies
 Other duties and responsibilities as assigned
Required Skills & Experience:
 Minimum of 5 years of managerial experience in a tax‐related function
 Experience in a managerial role or advisory role with corporations that are highly‐acquisitive, with a
complex legal structure and operates in multiple states
 Experience multiple tax types including corporate tax, partnership tax, state and local tax, sales &
use tax highly desirable
 Demonstrated ability to research tax matters and documentation of findings and recommendations
 Business or Accounting degree
 CPA preferred
 Work independently and efficiently in a fast pace environment
 Demonstrates ability to organize and prioritize work
 Pay attention to detail and accuracy
 Strong verbal and written skills


  • 15th Largest Broker in US
  • Voted " Best Place to Work" in the Insurance Industry
  • Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.

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