Director, Tax

Description

Why Everstory

At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.

The Impact You Will Make 

The Director of Tax is responsible for overseeing all tax-related functions across Everstory Partners, ensuring full compliance with federal, state, and local tax regulations. This role is vital to maintaining financial integrity, mitigating risk, and supporting strategic growth through acquisitions and operational excellence. The Tax Director leads tax planning, compliance, reporting, and audit defense, with a focus on the specialized tax requirements of the death care industry, including cemetery and trust-related taxation.

Essential Duties and Responsibilities:

• Lead preparation, review, and filing of federal and state income tax returns, including extensions and estimated payments.
• Oversee monthly sales tax, escheat, and personal property tax filings.
• Manage audit inquiries from tax authorities and coordinate responses to federal, state, and local audits.
• Review and analyze purchase and sale agreements for tax implications related to acquisitions, divestitures, and asset transfers, including tax impact on perpetual care trust funds.
• Maintain and manage real estate and personal property tax calendars and exemption filings, ensuring accuracy and timely submissions.
• Identify and implement tax planning opportunities to optimize overall tax position and reduce liabilities.
• Ensure appropriate documentation and compliance with tax-exempt status requirements specific to cemetery and funeral operations.
• Oversee preparation of tax provisions and deferred tax calculations in accordance with GAAP.
• Approve tax-related vendor invoices and internal cost allocations.
• Provide leadership, mentoring, and training to tax staff; ensure alignment with department goals and professional development plans.
• Develop and maintain internal controls and processes for efficient and accurate tax reporting.
• Stay current on relevant tax law changes, particularly those affecting the death care industry and trust taxation.

Requirements

• Bachelor’s degree in accounting or taxation; master’s in taxation preferred.
• CPA designation required.
• Minimum of 7–10 years of progressive experience in tax compliance and planning, including supervisory responsibilities.
• Prior experience in the death care industry or trust administration highly preferred.
• Demonstrated experience with multi-entity structures and tax-exempt operations.
• Strong understanding of perpetual care trust fund taxation and cemetery/funeral home-specific regulations.
• Proficient in tax research and compliance tools (e.g., OneSource, BNA, CCH).
• Advanced Excel skills required (pivot tables, lookups, data modeling).
• Exceptional attention to detail, analytical thinking, and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Valid driver’s license required; some travel may be required.

Core Competencies:

• Compassion - Genuinely cares about people; is concerned about their work and non-work problems; is available and ready to help; is sympathetic to the plight of others not as fortunate; demonstrates real empathy with the joys and pains of others.
• Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
• Ethics and Values - Adheres to appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.

Work Environment:

• On-site at Support Center, M-F required.

Our Investment in You

Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!

Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.