Executive Director, Tax

AP Professionals
February 25, 2024
Job Type
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AP Professionals has partnered with a premier Rochester employer for a newly created position! This large organization is mission driven, yet business focused.  In this role you will be responsible for 3 direct reports while centralizing the tax function.  This position is high-profile and an opportunity to work with some of the best! A CPA is preferred but not required!


General Summary: Provide strategic leadership and direction in the area of tax reporting and compliance, including the preparation of required tax filings and charitable organization forms for all related entities. Serves as the tax resource, including evaluating tax strategies, developing policies to ensure compliance with tax laws and regulations, and overseeing the preparation of analysis and reporting for the organization’s tax position, including those affecting the audited financial statements, tax-exempt debt, and federal, state, and international tax liabilities.



  • (35%) Oversee the preparation, review and filing of the IRS Forms 990 and 990-T, CHAR 500 and related foreign tax forms (e.g., Form 5713), including the gathering of necessary information from multiple departments, working with tax service providers, preparing tax-related calculations, and performing detail and quality reviews for all tax-related work-product.
  • (20%) Oversee the monitoring of unrelated business income (UBI) tax exposures; including analyzing and developing strategies to manage potential sources and assessing private use implications for activities identified as UBI. Oversee the preparation and filing of required state income tax returns (40+ returns annually). Lead the coordination of tax-related activities between the tax and endowment teams and external tax consultants and work with appropriate subject matter experts to respond to questions and formulate a well-documented tax position regarding alternative investment portfolio.
  • (10%) Research tax issues and new legislation affecting tax-exempt organizations by using the Internal Revenue Code, regulations, rulings, case law, and other relevant authorities/guidance. Collaborate in the development of new and revision of existing policies to enhance compliance with federal, state and international tax laws and regulations, including UBI. Oversee the preparation of tax-related disclosures in accordance with Generally Accepted Accounting Principles and technical tax memoranda documenting income tax positions.
  • (10%) Provide oversight for the preparation and filing of sales and use taxes. Maintain sales, use tax exemptions in various states, review, and approve sales tax remittances and forms (e.g. ST-809 and ST-810). Provide guidance regarding the applicability of New York State sales tax on the sale of goods or services. Coordinate with third party service organization on applicable filings of all out-of-state sales and use tax filings.
  • (10%) Manage staff responsible for coordinating with Human Resources and Payroll activities and filings (withholdings, unemployment, etc.) related to domestic and international employees and independent contractors. Develop processes to support company policies and procedures, including domestic and international remote work locations.
  • (10%) Review independent contractor determinations for compliance with IRS worker classification rules and make final determinations.
  • (5%) Respond to and resolve notices from the IRS, state, local and international tax authorities. Represent the company in tax audits. Act as liaison with other departments and the tax team in filing foreign revenue reporting (Value Added Tax activity), foreign exemptions and IRS Form 6166.
  • Provide training and educational sessions to employees and maintain relevant and useful content on the website to enhance understanding of tax- related matters, in both domestic and foreign contexts to promote compliance. Manage the annual management self-assessment (MSA) for tax reporting; ensure that all processes and procedures relating to tax preparation are current.
  • Perform other duties as requested by management.
  • Participate in 40 hours of training/professional development annually. Training must be applicable to the employee’s role with the intent of enhancing overall knowledge as well as the specific skills, whether functional or technical, required to perform successfully in the position.


BS degree in Accounting or related field required; CPA, MBA, or MS in a related discipline strongly preferred. Eight to ten years’ experience in federal, state, and international tax policy and compliance matters, including unrelated business income tax and tax-exempt debt financing; as well as general accounting functions, including preparing, reviewing, or analyzing financial statements. A combination of education and experience will be considered.

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