Tax Director
Remote- United States
Administrative – Finance /
Full Time /
Remote
As the Tax Director, you’ll have the exciting opportunity to build and lead the tax function at Lumin Digital. This role is critical in ensuring compliance with federal, state, and local tax regulations while optimizing tax strategies to support business growth. You will work cross-functionally with finance, accounting, payroll, legal, product, and engineering teams, serving as the subject matter expert on tax-related matters, including sales and use tax, corporate income tax, and tax planning. The ideal candidate is a proactive, detail-oriented professional who thrives in a dynamic, fast-paced environment and is passionate about building a scalable tax function from the ground up.
Essential Functions, Responsibilities, Experience:
Lead and oversee the completion of annual federal and state tax returns.
Prepare detailed workpapers to support federal and state income tax compliance, including depreciation, revenue recognition, fringe benefit analyses, stock compensation, state apportionments, and adjustments.
Bring the quarterly tax provision in-house in accordance with GAAP standards.
Own and manage all sales tax returns, ensuring accurate and timely filings.
Assist with 1099, 3921, and other regulatory tax filings as required.
Monitor legislative and regulatory changes that impact Lumin Digital and proactively address implications.
Manage all tax-related audits and responses to state and federal tax notices.
Provide proactive tax advice on business initiatives, M&A activities, and strategic financial decisions.
Collaborate with Finance, Legal, and cross-functional teams to ensure tax considerations are integrated into business decisions.
Work with third-party tax consultants and auditors and manage relationships with external stakeholders.
Oversee special projects such as E&P studies, Section 382 studies, deferred tax analysis, and other compliance initiatives.
Develop and execute a comprehensive tax strategy to optimize efficiency and compliance.
Perform other duties as assigned.
Where will the role grow in:
30 days: Gain a deep understanding of Lumin Digital’s business model, products, and financial operations, review existing tax compliance processes and identify immediate gaps or risks and establish relationships with key internal stakeholders and external tax advisors.
90 days: Implement an internal tax compliance calendar to streamline filings and reporting, develop and document key tax policies and procedures and begin working on quarterly tax provision implementation in-house.
1 year: Implement strategies to optimize tax efficiency and reduce risks and develop long-term tax planning strategies aligned with Lumin Digital’s business objectives.
Knowledge, Skills, & Abilities:
7-10+ years of experience in taxation and tax accounting, including experience in a public accounting firm.
Proven expertise in corporate income tax and indirect tax within a high-growth or technology-driven company.
Experience working with third-party advisors such as tax consultants and auditors.
Demonstrates behaviors aligned with Lumin Digital’s core values: Trust, Respect, and Boldness.
Technical expertise in tax accounting with a deep understanding of corporate income tax, indirect tax, sales and use tax, and tax compliance requirements.
Strong analytical, organizational, and problem-solving skills, with a keen attention to detail.
Experience in managing tax audits and handling responses to tax authorities.
Ability to proactively monitor and interpret tax regulations and apply them to a growing business.
Strong communication skills (written and verbal) to convey complex tax concepts to non-tax stakeholders.
Self-motivated, adaptable, and capable of working independently in a fast-paced environment.
Strong experience with tax software, ERP systems, and financial reporting tools
Education:
Certified Public Accountant (CPA) required.
Bachelor’s degree in Accounting, Finance, Taxation, or a related field required.
Master’s degree in Taxation or Accounting preferred.
Travel:
Minimal, generally 12 days or less per year, ~2X team get togethers a year
$150,000 - $175,000 a year
LIFE AT LUMIN DIGITAL
Lumin Digital is a trailblazer in digital banking solutions, driven by a unique approach to technology, service, and people. We empower credit unions and banks by creating cutting-edge digital experiences that continuously serve, engage, and grow their membership base. Lumin is 100% cloud-native, purpose-built to unlock the full advantages of the cloud for financial institutions and their users.
At Lumin, we thrive on curiosity and innovation. Our culture fosters trust - in our expertise and decisions, respect - for diverse perspectives and talents, and boldness - in pursuing innovative paths. These values guide us, shaping a workplace where collaboration thrives, ideas flourish, and new possibilities are discovered. Focused on continuous improvement and innovation, we encourage our team to explore, experiment, and put new ideas into action, challenging the usual way of doing things.
All qualified applicants, including those with arrest or conviction records, will be considered for employment. Any conditional offer will include a notice regarding the review of the candidate’s criminal history as part of the hiring process.
For more information, visit lumindigital.com.