Director of Tax, Treasury and Risk Management

Come Join ReSource Pro!

Your Role...

ReSource Pro is seeking a Director of Tax, Treasury and Rick Management to lead global tax compliance and manage all treasury related operations to ensure sufficient funds in all bank accounts and minimize interest costs. You will manage all insurance programs for global offices and lead the tax, treasury and insurance related M&A due diligence and post-acquisition integration.

We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

In This Role, You Will...

• Lead U.S. tax compliance by managing external accounting firms for federal and state tax provisions, filings, payments, and notice responses while partnering with Accounting and FP&A teams.

• Ensure accurate tax reporting and data tracking across offshore locations to meet U.S. tax compliance requirements, serving as the tax subject matter expert for ERP systems, internal processes, and M&A due diligence/integration.

• Oversee compliance with non-income taxes, including sales & use, franchise, and revenue taxes, coordinating with external advisors to ensure timely filings and regulatory compliance.

• Lead the implementation, optimization, and ongoing management of Vertex sales tax software, including tax rate maintenance, jurisdiction expansion, and monitoring changes in taxability of services.

• Ensure accurate sales tax calculation, collection, reporting, reconciliations, and timely filings across multiple jurisdictions while managing communications with tax authorities and resolving tax inquiries.

• Partner with Billing and Accounting teams to maintain compliance as products and services evolve through growth and acquisitions, while driving continuous improvements in tax automation and data accuracy.

• Lead tax-related acquisition and integration activities by reviewing third-party diligence findings, assessing risk mitigation strategies with external tax advisors, coordinating nexus studies, and overseeing the transition of tax filings and compliance requirements.

• Manage entity tax administration, including oversight of 1060 allocations and seller communications, completion of required IRS forms (8832, 8822-B, 966), and coordination with Legal on registered agent transitions and entity compliance matters.

• Analyze cash flow and liquidity by reviewing cash forecasts, monitoring working capital, and identifying opportunities to improve cash conversion through DSO and DPO optimization.

• Manage banking, lender, and debt relationships, including corporate credit programs, debt servicing decisions, covenant compliance reporting, and proactive monitoring of interest rate trends.

• Support foreign exchange (FX) risk management by coordinating hedging activities with external advisors, monitoring currency markets, and recommending actions in alignment with CFO and investor guidance.

• Oversee treasury operations by managing cash flow and working capital, banking and lender relationships, debt compliance and servicing, interest rate exposure, and foreign exchange hedging strategies to optimize liquidity and mitigate financial risk.

What You Need to be Successful...

• Bachelor's degree in Accounting or related field

• 8-10 years' experience in corporate tax and/or treasury

• Previous experience with private/capital equity organizations preferred

• Previous experience working with a multi-national/global business preferred 

• Academic and practical GAAP knowledge

• Proficient with tax tools and ERP systems (Vertex, Workday, Office Connect)

• Proficient with MS Office Suite; Advanced Excel skills required

• M&A tax experience 

• Exceptional attention to detail and ability to maintain a high level of accuracy in all tasks, ensuring quality and consistency in deliverables; Effective time management, priority setting, and ability to meet deadlines in a fast-paced environment

• Strong problem-solving and critical thinking skills and solutions-oriented; Highly adaptable and able to embrace change with a positive attitude

• Advanced analytical skills with the ability to interpret complex data

Your Compensation… 

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $44,816 - $76,076 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

Your Benefits & Perks…

• 100% paid employee health insurance available on Day 1 

• Eligible for all medical, dental, and vision benefits on Day 1 

• Remote positions are Internet stipend-eligible 

• 401k with employer match, vested on Day 1 

• HSA/FSA available 

• Long Term and short-term disability employer-provided 

• Generous PTO plan with paid holidays + floating holidays 

• Development and growth opportunities 

• Comprehensive wellness program and prioritization of employee health 

Your Interview Process…

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.

The standard interview process includes:

• Behavioral interview with Talent Acquisition

• Online talent assessment

• Hiring Manager interview

• Stakeholder Interview

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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