
Senior Tax Director
- Milwaukee, WI Neenah, WI
- Permanent
- Full-time
- Develop and execute global and domestic tax strategies that align with both business goals and family ownership priorities.
- Serve as a strategic advisor to executive management and family stakeholders on tax matters including M&A, entity structuring, and succession planning.
- Ensure tax strategy supports long-term capital preservation, shareholder liquidity needs, and intergenerational planning goals.
- Manage all aspects of S corporation and partnership taxation, including K-1 reporting, shareholder basis tracking, distributions, and compliance with IRS flow-through rules.
- Work directly with family shareholders and their representatives on tax implications of business income, distributions, and investment activities.
- Ensure transparency and clarity in tax communications between the business and the family office.
- Oversee tax treatment of industry-specific issues such as percentage-of-completion accounting (IRC ยง460), multi-state job site operations, contractor licensing, cost allocations, and tangible property regulations.
- Support joint ventures, design-build contracts, and infrastructure projects from a tax structuring perspective.
- Manage the preparation and filing of all tax returns, including federal, state, local, and international; oversee quarterly and annual tax provisions under US GAAP (ASC 740); ensure compliance with multi-state and international tax laws relevant to project execution.
- Coordinate closely with the family office team and external advisors on tax planning, cash flow, estate and trust matters to ensure alignment with family estate plans, business operations, and long-term financial structures.
- Identify and implement tax-saving strategies at the corporate and shareholder levels, including flow-through optimization, state apportionment planning, SALT cap workarounds, use of tax credits (e.g., R&D, energy incentives), and evaluate tax implications of shareholder exits, generational transfers, or ownership restructuring.
- Manage IRS, state, and international tax audits, including those involving shareholder and entity-level examinations.
- Manage tax audits, maintain strong controls, lead a high-performing team, and collaborate cross-functionally while ensuring discretion with business teams and family shareholders.
- Understanding of estate and succession planning in the context of family-owned businesses.
- Experience collaborating with family office professionals, estate attorneys, and fiduciary advisors.
- Ability to balance tax optimization with long-term family and business governance.
- Strategic mindset paired with operational precision.
- Play a central role in guiding the tax strategy of a values-driven, multi-generational family business.
- Work at the intersection of construction innovation, global operations, and private wealth management.
- Engage directly with both executive leadership and family stakeholders on high-impact financial decisions.
- Enjoy a competitive compensation package, generous benefits, and a unique opportunity for long-term professional and personal fulfillment.
- Bachelor's degree in accounting, finance, or related field; CPA required; JD or master's in taxation preferred.
- 10+ years of progressive tax experience, including:
- Hands-on experience with S corporation and flow-through entity taxation
- Experience supporting or working directly with family offices or high-net-worth individuals
- Familiarity with tax issues unique to the construction and engineering industry
- Expertise in ASC 740 tax accounting, multi-entity structuring, and closely held business taxation.
- Proven ability to manage complex tax environments and advise senior leadership and family stakeholders.
- Strong interpersonal and communication skills, with a high level of discretion.