Role Description
Manage federal and state income, franchise, and related tax compliance activities, ensuring compliance with federal and state regulatory reporting requirements.
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Review internally prepared federal, state, and international tax compliance workpapers for technical accuracy for all organizational entities and individuals.
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Review quarterly estimate/extension calculations and coordinate payments.
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Team with external service provider to manage the preparation of tax returns (federal, state, and international) for organizational entities.
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Cross functional collaboration with finance, legal, treasury, and other departments to gather tax compliance data, as well as ensure alignment of tax processes with broader organizational objectives and regulatory requirements.
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Manage and review internally prepared tax returns for individuals and small entities.
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Manage and review other internally prepared compliance, such as FBARs and 5500s.
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Identify, research, and create processes for new tax compliance reporting requirements as a result of business and/or family transactions or changes.
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Review intercompany 1099 tax filings for completeness and accuracy.
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Preparation and review of tax provision and financial statement tax footnotes.
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Conduct research for compliance tax matters and assist the Sr. Director, Tax Planning & Strategy, with research on other requested tax topics.
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Manage federal, state, and local income/franchise tax audits, including responding to inquiries and notices.
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Leader of tax compliance process optimization, including identifying process improvements, designing and implementing best practices to increase accuracy, reduce risk, and achieve operational excellence.
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Manage, mentor, and develop staff including establishing goals, delegating assignments, and providing timely feedback.
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Ensures team members' compliance with policies and procedures and supports the compliance objectives of the organization as a whole.
Qualifications
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Bachelorβs degree in accounting or finance required.
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CPA designation is required.
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8+ years of progressive tax experience with public accounting firm and/or corporate tax department.
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Solid knowledge and experience with federal and state taxation of flowthrough entities and individuals.
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3+ years of people management experience is desired.
Requirements
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Excellent technical and analytical skills.
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Strong problem solving, organizational, and time management skills to complete multiple assignments on a timely basis.
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Excellent process management and documentation skills.
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Strong people skills with ability to collaborate, develop relationships, and partner effectively across the organization and with external parties.
Benefits
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Medical, Dental and Vision Insurance
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Company-Provided Life Insurance
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Voluntary Life Insurance
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Flexible Spending Account (FSA)
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Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness)
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Matching 401(k) Retirement Plan
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Annual Bonus
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Wellness Incentive Program
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Gym Reimbursement Program
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Tuition Reimbursement Program
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Trip of a Lifetime
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Paid Parental Leave
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Paid Time Off
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Volunteer PTO
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Employee Assistance Provider (EAP)
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Eligible for discretionary Long Term Incentive program