Responsible for assisting with the tax accounting process, including the quarterly effective tax rate, quarterly journal entry requirements, preparing year-end tax provision workpapers, and related SEC and press release disclosures.
In this role, the selected candidate will provide professional support in all aspects of daily / yearly business operations including working with owner, clients and professional team on tax preparation and tax planning engagements.
This position is responsible for providing customer related tax reporting guidance on various financial products (i.e. retirement plans, annuities and life insurance). Providing guidance includes indirectly responding to customer inquiries, acting as a subject matter expert on projects, advising on business documentation and developing tax policies.