Role Overview for VP, Corporate Tax Strategy with a Public FinTech – Charlotte, NC
JRG Partners is proud to exclusively represent a trailblazing, publicly-traded Financial Technology (FinTech) leader in their search for a Vice President of Corporate Tax Strategy. Based in the vibrant financial hub of Charlotte, NC, our client is at the forefront of digital finance, consistently delivering innovative solutions that reshape the industry. This is a pivotal leadership role for a strategic and forward-thinking tax professional to architect and execute a global tax strategy that supports the company’s rapid growth and complex international operations.
Reporting directly to the Chief Financial Officer (CFO), the VP of Corporate Tax Strategy will serve as a key member of the senior finance leadership team. This is not merely a compliance-focused position; it is a highly strategic role that requires a business partner mindset. You will be the organization’s primary tax advisor, providing critical insights on mergers and acquisitions, new product launches, international expansion, and capital structure. The ideal candidate will thrive in a dynamic, fast-paced environment and possess the technical acumen and leadership presence to navigate the unique tax challenges and opportunities within the FinTech sector. You will be responsible for building, leading, and mentoring a world-class tax department, ensuring robust processes, and driving value across the enterprise by optimizing the company’s global tax position while maintaining the highest standards of integrity and compliance.
Key Responsibilities of VP, Corporate Tax Strategy with a Public FinTech – Charlotte, NC
The Vice President of Corporate Tax Strategy will have a broad and impactful range of responsibilities, including but not limited to:
Global Tax Strategy & Planning
Develop, implement, and continuously refine the company’s global tax strategy to align with its business objectives, minimize tax liabilities, and manage risk effectively. Proactively identify and execute tax planning opportunities related to domestic and international operations.
M&A and Corporate Development
Lead all tax aspects of mergers, acquisitions, divestitures, and other strategic transactions. This includes conducting tax due diligence, structuring transactions in a tax-efficient manner, and overseeing post-acquisition tax integration.
Tax Provision & Reporting
Oversee the quarterly and annual global income tax provision process in accordance with ASC 740. Ensure accurate calculation of the effective tax rate, deferred tax assets/liabilities, and valuation allowances, and manage the related financial statement disclosures.
Compliance Oversight
Manage the company’s global tax compliance function, ensuring the timely and accurate filing of all federal, state, local, and international income and indirect tax returns. Supervise the work of internal teams and external service providers.
Legislative Monitoring
Proactively monitor, analyze, and communicate the impact of proposed and enacted tax legislation and regulations on the company’s operations and financial position. Develop strategies to adapt to the changing tax landscape.
Tax Controversy Management
Serve as the primary point of contact for all tax audits and inquiries from tax authorities globally. Develop and implement strategies to effectively defend the company’s tax positions and manage tax controversies to a successful resolution.
Team Leadership & Development
Build, lead, mentor, and develop a high-performing corporate tax team. Foster a culture of collaboration, technical excellence, and continuous improvement.
Executive Advisory
Act as the key tax advisor to the executive leadership team, the Board of Directors, and other senior stakeholders. Translate complex tax concepts into clear, actionable business advice.
Transfer Pricing
Develop, implement, and maintain a global transfer pricing policy that is compliant with OECD guidelines and local country regulations. Oversee the preparation of all required documentation.
Internal Controls
Design, implement, and maintain effective tax-related internal controls to ensure compliance with Sarbanes-Oxley (SOX) 404 requirements.
Process Improvement & Technology
Drive initiatives to improve the efficiency and effectiveness of the tax function through process optimization and the adoption of new tax technologies.
Requirements for the VP, Corporate Tax Strategy with a Public FinTech – Charlotte, NC
We are seeking a seasoned and accomplished tax leader with a proven track record of success in complex, multinational environments. The specific qualifications for this role are:
Educational Background:
- Bachelor’s degree in Accounting, Finance, or a closely related field is required.
- Certified Public Accountant (CPA) designation is mandatory.
- An advanced degree, such as a Master’s in Taxation (MST), Juris Doctor (JD), or Master of Laws (LLM) in Taxation, is highly preferred.
Professional Experience:
- A minimum of 15 years of progressive corporate tax experience, with a clear trajectory of increasing responsibility.
- At least 5-7 years in a senior leadership role, managing a global tax function for a complex organization.
- Deep experience within a U.S. publicly traded, multinational corporation is essential.
- A foundational background in a “Big 4” public accounting firm is strongly desired.
- Direct industry experience in FinTech, financial services, or a high-growth technology company is a significant advantage.
- Demonstrable experience leading tax strategy for M&A, international tax planning, and transfer pricing.
Technical Skills & Competencies:
- Mastery of U.S. federal, state, and international corporate tax law.
- Expert-level knowledge of accounting for income taxes under ASC 740, including complex topics such as stock-based compensation, uncertain tax positions (FIN 48), business combinations, and valuation allowances.
- Strong understanding of transfer pricing principles, BEPS, and other international tax frameworks.
- Proficiency with tax research platforms and familiarity with corporate tax software and ERP systems.
Leadership & Communication Skills:
- Exceptional leadership, team-building, and mentoring capabilities with a history of developing talent.
- Outstanding executive presence and the ability to communicate complex tax matters effectively to both financial and non-financial audiences.
- Proven ability to think strategically, solve complex problems, and provide pragmatic, business-oriented tax advice.
- A high level of integrity, ethics, and professionalism, with the ability to handle sensitive information with discretion.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent by offering a highly competitive and comprehensive compensation and benefits package. As a key member of the executive team, you can expect:
Executive Compensation
A highly competitive base salary, a generous annual performance-based bonus, and a significant long-term equity incentive package (RSUs/Stock Options) designed to reward strategic contributions.
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance plans with low employee contributions. Access to a Health Savings Account (HSA), Flexible Spending Account (FSA), and robust corporate wellness programs, including mental health support and gym reimbursements.
Retirement & Financial Planning
A 401(k) retirement plan featuring a strong company match to help you build your financial future. Eligibility for an Employee Stock Purchase Plan (ESPP) and access to professional financial planning services.
Work-Life Integration
A generous Paid Time Off (PTO) policy, numerous paid company holidays, and a comprehensive parental leave policy to support growing families. A commitment to flexible work arrangements that respect your personal and professional life.
Career & Professional Development
A substantial budget for professional development, including industry conferences, seminars, and continuing education. Opportunities for executive coaching and leadership training to support your continued growth.
Additional Perks
Relocation assistance to the Charlotte, NC area may be available for the right candidate.
How to Apply
This is a unique opportunity to make a significant impact on a leading public FinTech company during a period of exciting growth. JRG Partners is managing this search exclusively on behalf of our client. All inquiries and applications will be handled with the utmost confidentiality.
If you are a visionary tax leader who meets the qualifications outlined above and are ready for your next challenge, we encourage you to apply. For a confidential discussion and to submit your resume for this exciting opportunity, please visit our Finance & Accounting Practice area page. We look forward to connecting with you.
