Rite-Hite · 1 day ago
Tax Director, Family Office
Milwaukee, WI
Full-time
Hybrid
Director/Executive
10+ years expRite-Hite is the global leader in the manufacture and distribution of industrial loading dock and door equipment. They are seeking a Family Office Tax Director to lead tax strategy, compliance, and reporting for their family office and related entities, while driving strategic initiatives and providing expert guidance across complex investment and personal structures.
Home ImprovementIndustrialIndustrial ManufacturingManufacturingProfessional ServicesService IndustryWarehousing
Hiring Manager
Liz Russell
Responsibilities
Design and lead the preparation of federal and state income tax returns and related filings for all the family-owned and personal entities, which include corporations, partnerships, trusts, individuals, foundations and related estate tax planning
Develop and implement a long-term tax strategy aligned with family office goals, including risk mitigation and tax optimization
Oversee the design and implementation of ongoing continuous improvements of tax processes, reporting, and technology infrastructure to enhance efficiency and accuracy; leveraging process automation and artificial intelligence (AI) wherever possible
Direct the evaluation and manage the deployment of internal and external tax resources, ensuring optimal performance and alignment with strategic planning and organizational needs
Serve as the primary liaison with tax authorities, managing audits, correspondence, and resolution of complex tax matters
Maintain oversight and design with a strong continuous improvement mindset of tax documentation, work papers, and compliance records to ensure audit readiness and regulatory adherence
Monitor legislative and regulatory developments, assess impact, and proactively adjust strategies to maintain compliance and capitalize on opportunities
Collaborate cross-functionally with Finance, Legal, and external advisors to support strategic initiatives and special projects
Mentor and develop tax team members, fostering a culture of excellence, accountability, and continuous learning
Qualification
Required
Deep expertise in accounting principles, tax law, and regulatory frameworks
Demonstrated ability to synthesize complex information and develop actionable strategies
Demonstrated continuous improvement mindset, including process automation and the development of process, data, and technology strategies and implementations
Strong analytical and problem-solving skills, with a proactive and innovative mindset
Exceptional written, verbal, and presentation skills, with a demonstrated ability to communicate complex concepts in a simple and understandable manner for non-tax stakeholders
High level of integrity, discretion, and commitment to confidentiality
Proven leadership capabilities and experience managing high-performing teams, including internal and external resources
Advanced mathematical and reasoning abilities, including statistical analysis and financial modeling
Bachelor's degree in accounting is required
Minimum of 10 years of related tax and management experience is required, preferably in corporate or public accounting environments
Proficiency in tax software systems and Microsoft Office Suite
Preferred
CPA or advanced degree preferred
Benefits
Medical, dental, and vision coverage
Life and paid medical leave
Retirement savings plan that combines 401(K) with company match and profit sharing
Paid holidays
Vacation
Up to five paid personal/sick days per year
Company
Rite-Hite
Rite-Hite is a manufracturer of loading dock equipment, industrial doors, safety barriers, HVLS fans, industrial curtain walls.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
M
Marc Sundquist
President & CEO at Rite-Hite Doors
Recent News
2025-10-30
vcnewsdaily.com
2025-10-30
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