Tax Director, Family Office

Rite-Hite is the global leader in the manufacture and distribution of industrial loading dock and door equipment. Our innovative products and world class sales organization ensure solid, consistent growth, both for our company and our staff. We are always looking ahead to develop innovative new products and services to improve our customers' safety, security, and productivity.

Rite-Hite provides competitive compensation and a comprehensive benefits package with medical, dental, and vision coverage along with life and paid medical leave. We also provide a retirement savings plan that combines 401(K) with company match and profit sharing. Paid holidays, vacation, and up to five paid personal/sick days per year round out the package.

Rite-Hite is an Equal Opportunity/Affirmative Action employer offering a drug free workplace for our customers and employees.

Rite-Hite is looking for a Family Office Tax Director to lead tax strategy, compliance, and reporting for our family office and related entities. In this role, you'll shape the vision of the tax function, drive strategic initiatives, and provide expert guidance across complex investment and personal structures. This is a hybrid role based out of our corporate office in Milwaukee.

Essential Duties and 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.

Supervisory Responsibilities

This job will be responsible for supervising and managing internal and external tax resources for related family office investment and personal entities.

Qualifications

• 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.

Education and Experience

• Bachelor's degree in accounting is required; CPA or advanced degree preferred.
• 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.

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