Supports tax department training and mentoring initiatives by developing and facilitating team training sessions; responding to questions and
information requests from team members; creating and updating training documents; and providing one-on-one training and mentoring to associates.
Supports the development of tax planning strategies by providing business financial facts; researching tax rules related to the area managed;
performing technical analysis; writing supporting memoranda; and developing Power Point transaction step plans.
Manages low- to medium-complexity federal and state tax returns, forms, and reporting of operations by gathering financial data from departments
and divisions; analyzing and incorporating data into returns; preparing work papers and supporting schedules; obtaining taxability status; managing
tax notices and recommending resolutions to issues within established timelines to senior management; reviewing and responding to information
requisitions; processing financial and tax data using professional tax software; partnering with stakeholders to determine opportunities for and
ensuring application of tax credits; recovering refunds; supporting the execution of tax planning by updating tax analysis and working with tax
leadership; discussing tax issues with business teams; and presenting tax results to senior management.
Supports the tax returns process by facilitating audit documentation maintenance and procedural developments by sharing audit process information
with Compliance; communicating audit process irregularities to appropriate management; responding to auditor inquiries as needed; compiling data
and creating reports to support senior management on state audit projects; escalating potential exposure items to senior analysts and management;
ensuring accuracy of tax returns, forms, and audits by assessing tax work papers for federal, state, and international operations; and advising internal
and external customers on company tax compliance practices.
Demonstrates up-to-date expertise and applies this to the development, execution, and improvement of action plans by providing expert advice and
guidance to others in the application of information and best practices; supporting and aligning efforts to meet customer and business needs; and
building commitment for perspectives and rationales.
Provides and supports the implementation of business solutions by building relationships and partnerships with key stakeholders; identifying business
needs; determining and carrying out necessary processes and practices; monitoring progress and results; recognizing and capitalizing on
improvement opportunities; and adapting to competing demands, organizational changes, and new responsibilities.
Models compliance with company policies and procedures and supports company mission, values, and standards of ethics and integrity by
incorporating these into the development and implementation of business plans; using the Open Door Policy; and demonstrating and assisting others
with how to apply these in executing business processes and practices.
Minimum Qualifications...Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications.
Bachelor’s degree in Accounting, Finance, Economics or a related field OR 2 years’ experience in accounting, finance, income tax compliance, or
Preferred Qualifications...Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications.
License to practice law in at least one state
J.D., Masters: Accounting, Masters: Business, Masters: Economics, Masters: Finance, Masters: Law
Certified Public Accountant (CPA) - Certificate