Vice President of Tax

Please note: This is a fully onsite role, Monday through Friday, at our Support Center office in the Altamonte Springs, FL area (Greater Orlando). For the right candidate, relocation support may be explored on a case-by-case basis with an agreed-upon relocation timeline.

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 Vice President, Tax leads and sets strategy for the tax function across Everstory Partners, with full accountability for tax planning, compliance, reporting, and audit defense across all federal, state, and local jurisdictions. This role serves as the company's senior tax executive, advising the SVP, Accounting, CFO, and executive leadership on the tax implications of acquisitions, financing, and trust structuring, and building the team, processes, and controls needed to scale the function alongside company growth. The VP, Tax owns the specialized tax requirements of the death care industry, including cemetery and funeral trust taxation, tax-exempt operations, and multi-entity structures, and represents Everstory's tax position to auditors, lenders, tax authorities, and the board.

Essential Duties and Responsibilities:

• Lead and oversee all federal and state corporate income tax compliance, including the preparation, review, and filing of income tax returns, extensions, and estimated tax payments across multiple entities and jurisdictions.
• Develop and execute the company's overall corporate tax strategy and tax planning initiatives, identifying opportunities to optimize the effective tax rate, reduce tax liabilities, improve cash tax efficiency, and support long-term business objectives.
• Lead the quarterly and annual income tax provision and ASC 740 process, including current and deferred tax calculations, uncertain tax positions, supporting documentation, financial statement disclosures, and coordination with external auditors.
• Strategic M&A tax leadership for acquisitions, divestitures, and asset transfers, including tax due diligence, transaction structuring, purchase agreement review, entity structuring, and analysis of tax implications related to perpetual care and preneed trust funds.
• Build, lead, and develop a high-performing corporate tax team, establishing department goals, developing talent and succession plans, and creating a culture of accountability, collaboration, and solution-oriented thinking.
• Lead federal, state, and local tax audits and controversy matters, serving as the senior point of contact with tax authorities and directing audit strategy, responses, negotiations, and resolution of significant tax assessments.
• Provide leadership and strategic oversight across additional accounting and finance functional areas as business needs evolve, partnering with senior leadership to support broader organizational priorities.
• Partner closely with Accounting and Finance leadership to integrate tax accounting, tax reporting, internal controls, and compliance requirements into the company's financial close and reporting processes.
• Oversee compliance with tax-exempt status requirements applicable to cemetery and funeral operations, including policies, documentation standards, regulatory requirements, and tax risk management.
• Provide executive oversight of sales and use tax, escheat, real estate tax, and personal property tax compliance across multiple states and jurisdictions, ensuring accurate and timely filings, exemption requests, and appropriate management of tax risks.
• Develop and continuously improve tax processes, internal controls, systems, and technology to increase the accuracy, efficiency, and scalability of tax reporting and compliance across a growing multi-entity organization.
• Monitor changes in federal, state, and local tax laws and regulations, including developments affecting corporate taxation, the death care industry, and trust taxation, and advise executive leadership on potential business impact and recommended actions.
• Advise and present to executive leadership, the Audit Committee, and Board of Directors on significant tax matters, tax risks, compliance developments, and strategic tax planning initiatives.
• Manage relationships with external tax advisors, outside counsel, auditors, lenders, and other third-party tax service providers, including engagement scope, performance, invoices, budgets, and overall tax department spending.