Senior Director Tax

Overview

Insight Global is seeking a highly experienced Senior Tax Director to lead enterprise tax function across a complex, multi‑state, multi‑entity banking environment for one of our large Financial clients. This executive-level role is responsible for driving the bank’s tax strategy, optimizing the overall tax position of the bank, and overseeing all aspects of tax compliance and tax accounting. The ideal candidate will bring mid‑ to large‑bank tax leadership experience, strong executive presence, and the ability to operate effectively at both strategic and hands‑on levels.

This is a high‑visibility role that regularly interacts with the CFO, CEO, and senior leaders across the organization. This is a fully in-person position in any of the following locations:
Evansville, IN, Chicago, IL, Minneapolis, MN, Indianapolis, IN, Milwaukee, WI, or Nashville, TN.

Key Responsibilities

• Optimize the bank’s overall tax position and reduce the effective tax rate
• Lead tax strategy for mergers, acquisitions, integrations, and restructurings
• Evaluate, streamline, and consolidate legacy tax structures (REIT, REMIC, captive insurance, Bermuda structures)
• Oversee all federal, state, and local tax compliance activities
• Lead monthly and quarterly tax provisions and the full tax close process
• Provide ongoing tax guidance on bank transactions and operational initiatives
• Ensure accurate tax accounting under ASC 740 and adherence to regulatory requirements
• Lead, mentor, and develop the tax team while fostering engagement and collaboration
• Partner with the CFO, CEO, and Executive Leadership Team on tax impacts and strategy
• Communicate complex tax concepts in clear, business-oriented language

Required Experience

• Banking experience with mid‑ to large‑scale financial institutions
• Direct experience with financial services taxation, not general corporate tax
• Expertise in multi‑entity, multi‑state tax environments
• Strong background in tax planning, tax accounting, and tax compliance for regulated institutions
• 15+ years progressive tax experience
• Strong executive presence; comfortable engaging with C‑suite leaders
• Exceptional communication and ability to translate tax into business terms

Nice-To-Haves

• CPA, MST, or JD strongly preferred
• Experience with the following systems and tools:
  One Source, Fiserv, Workday/Oracle