Director, Corporate Tax and Treasury at Agero + Swoop

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The Cross Country Group- Director of Corporate Tax and Treasury

About the Cross Country Group:

The Cross Country Group is a leading provider of technology-enabled service programs for Global 500 firms in North America. The Cross Country Group works with over 500 corporate clients and their over 150 million consumers to provide services of various types. The Cross Country Group is comprised of three independent, entrepreneurial operating companies, including Agero, with a focus on business process outsourcing, emergency assistance services, consumer direct marketing, information services and related areas, as well as a family office that makes a range of investments.

*Agero Inc, one of the firms owned by The Cross Country Group is providing recruiting supporting for this hire.

Role Summary:  The Director of Corporate Tax and Treasury is primarily responsible for leading all international, federal, state and local income taxes and indirect tax functions for The Cross Country Group and related operating companies and affiliates, totaling approximately $1.5 billion in gross revenues.  This position also oversees investments, and funds management related to the CCG operating company financial activities, and plans, directs, and coordinates insurance programs of all the entities (The Cross Country Group and related affiliates) to control risks and losses to the businesses and shareholders.

PRIMARY FUNCTIONS:

Tax & Compliance:

  • Maintain policy and procedures to ensure that the CCG entities remain compliant with all tax statutes and regulations. Minimize both total global tax and exposure.
  • Coordinate the design, structure and execution of tax planning strategies with outside tax   professionals for both corporate and shareholder groups
  • Oversee the compliance function including the entities’ Federal, Canadian, states and local tax returns prepared by Tax Manager, staff and all outsourced compliance. Review and sign returns.
  • Monitor Federal and state legislation and regulatory developments for matters that affect the entities, with special attention to state level market-based sourcing of income. Identify issues, opportunities, and develop strategies as appropriate and report to CFO and shareholders.
  • Oversee and direct the preparation of the ASC740 GAAP tax provisions, balance sheet and footnote reporting. Oversee preparation of the “SAP 10” Statutory audited financial provisions and footnotes. Coordinate review by outside auditors
  • Develop and provide advice and analysis to support key commercial decisions or transactions. Review and advise CFO and shareholders on transactions(e.g. mergers, acquisitions, dispositions), execution of tax due diligence and planning around the transactions, and tax accounting of the transaction
  • Oversee all tax examinations, exam strategy, develop of tax positions and dispute resolution including appeals/litigation when needed.
  • Review finance and accounting policies and procedures at each of the entities for proper tax record keeping and advise of needed changes where appropriate.

 Treasury and Banking relations:  

  • Administers the banking platforms in use by the affiliates, establishing users and their entitlements, approving material wires/transfers/ACH’s and ensuring proper internal controls are in place at the affiliates.
  • Ensure custody and protection of funds, securities and other financial instruments by utilizing appropriate financial systems and controls.
  • Ensure secure management of bank accounts and banking information.
  • Oversee the day-to-day cash requirements needs and evaluate procurement needs of funds and investment of surplus.
  • Organize quarterly investment portfolio review meeting with the stakeholders and CFO. Oversee the proper execution of investment decisions and adherence to investment policy.
  • Maintain banking relations and periodically review accounts and services with representatives of the banks

Risk Management:

  • Oversee and direct the insurance procurement process for all entities, work with brokers and advisors to market policies to underwriters and carriers and participate in the negotiations to obtain most beneficial pricing, terms, endorsements and conditions on insurance coverages
  • Administer the functioning of a single parent captive insurance company, along with its attendant “TPA” and Reinsurance Trust.
  • Work with appropriate business unit leaders to identify internal and external exposures and establish risk mitigation programs and initiatives where practical.
  • Provides assistance to the General Counsel’s office by reviewing the insurance requirements during the contract review/renewals.  
  • Oversee and direct the claims process enterprise wide for all insurance lines. Review claims reporting, reserve increases and control settlement authority with the insurance carriers, brokers and insurance consultants.
  • Influence affiliates in the development of appropriate loss control procedures.

Education, Experience and Skills:

Education: This position requires a minimum education of bachelor’s degree, preferably in Accounting/Tax, and a CPA certification.  Tax training should include comprehensive study of federal tax statutes, state taxation, and research and compliance procedures.  MBA, MST or JD a plus.

Experience: 12+ years including public accounting and large corporation experience, including management and leadership positions. Proven background as a technically oriented tax/treasury professional including relevant tax experience with income tax accounting, mergers and acquisitions, consolidation matters, corporations, partnerships, individual taxation, international tax, tax controversies and state income taxes including knowledge and experience with market-based sourcing.

Skills: Strong analytical skills and ability to work under tight time constraints and deadlines. Well-developed and broad technical knowledge of tax, treasury, legal and financial matters. Strong tax research and analysis skills. Specialized knowledge of transfer pricing, market-based state sourcing, insurance accounting rules, subchapter S corporations and risk management/insurance are all a plus. Ability to communicate complicated tax issues to non-tax professionals and outside personnel..  Excellent interpersonal skills and ability to communicate across all internal functional areas, external advisors and clients, as well as adversarial tax agencies. Ability to combine these skills to provide a vital leadership role to the Group.



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Technology we use

  • Engineering
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Location

We're located in thriving Medford, MA, along the picturesque Malden River, with close access to the MBTA, I-93, restaurants, shops & downtown Boston.

An Insider's view of Agero + Swoop

How would you describe the company’s work-life balance?

Agero allows me to have the work-life balance I need. The company understands and cares that employees have things they need to deal with outside work. Agero is the most flexible company I have ever worked at in accommodating the chaotic schedule I sometimes have to work; I arrange my life first and know it’s ok to make my work fit in around that.

Cathy

Senior Manager, Data Science

How has your career grown since starting at the company?

The Agero team has supported my career growth in two ways, by helping identify my strengths and creating a role that plays to those strengths. They value their employees and frequently expose them to new opportunities. They have created an increasingly unique environment with relatively high job security, fun work, and high career growth potential.

Richard

Chief of Staff

What is your vision for the company?

To deliver exceptional, modern & seamless roadside assistance, accident management & connected vehicle experiences to customers worldwide. We’ve long been a leader in the US & are transforming the industry not just here but globally, creating new experiences for the consumer, client, call center agent, service provider, dealership & repair shop.

Jeff

Chief Strategy Officer

What makes someone successful on your team?

My team is comprised of Program Managers who are responsible for driving delivery across most of the organization. Those who are most successful are proactive, solution-oriented, and skilled collaborators, have a natural and relentless curiosity, and both embrace and evangelize change. Of course, great discipline and organization skills help too!

Stefanie

Director, Program Management

What are Agero + Swoop Perks + Benefits

Agero + Swoop Benefits Overview

Agero is focused on providing a resource rich, creative environment driven by exciting work as well as a multitude of opportunities to accelerate your technology career. We are committed to each other's wellbeing and growth, and provide support through our:

- Continuous two-way dialogue driving actionable change​
- Employee recognition programs​
- Engagement events and activities​
- Targeted career development programs designed to support the growth of each employee's career
- Active Diversity, Equity, and Inclusion initiatives
- Agero Employee Discount & Perks​ Program (partnerships have included BJs, ClassPass, Liberty Mutual Home & Auto, and much more!)
- Robust benefit offerings​
- Rich community partnerships and volunteer opportunities
- Tuition reimbursement
- A fully-equipped game and entertainment room complete with the latest and greatest gaming systems
- Onsite gym complete with spinning, yoga and much more!

Culture
Volunteer in local community
Read to a Child, Mystic Rivershed Clean up.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
You will have the opportunity to help with: identifying the latest additions for our game rooms, discussing how to better communicate across the org or planning events.
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Agero employees can contribute up to $2,750 annually to their FSA.
Disability Insurance
Disability insurance covers 60% of pre-disability earnings.
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Employer covered life insurance is equal to 1x an employee's annual salary. Employees also have the option to purchase supplemental life insurance up to 5x their annual salary.
Pet Insurance
Wellness Programs
Onsite Gym
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Agero provides employees with a 401(k) matching plan managed by Fidelity Investments. We match 100% of the first 2% of contributions, and 50% of the next 4% of contributions.
Performance Bonus
Whether you are an engineer or a contact center representative, a piece of your annual compensation is delivered via an annual bonus, paid 2 per year. Target bonus amounts vary by role.
Match charitable contributions
Child Care & Parental Leave Benefits
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Agero sponsors summer BBQ's as well as a halloween extravaganza complete with in house trick or treating, haunted houses and best costume contests for the children of employees.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Parking
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Diversity Program
Lunch and learns
Whether it's personal development or for general education about our business, Learn at lunch is a big part of who we are!
Promote from within
Continuing Education stipend
Time allotted for learning
Customized development tracks

Additional Perks + Benefits

We’ve got the benefits you’re used to and some you aren’t – including flexible health and dental care from your choice of doctors. We take care of the time off and allow you to make decisions about how much you want to carry over from year to year so you can recharge your batteries and achieve harmony both inside and outside of the workplace. How many places set you up with laptops and two monitors as standard fare? We’ve got more discounts and perks than you can count on 2 hands – and they are meaningful! Plus we offer a free subscription to the CC Motor Club.

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