This position requires excellent organization skills and attention to detail. Most importantly, this position requires a strategic thinker with keen business instincts that can understand and apply tax concepts.
Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.
Manage all income tax return filing requirements in the US, including all U.S. Federal, relevant foreign and state and local (in coordination with SALT) compliance and oversight and review of consolidated calculations.
The person in this position will manage several tax professionals involving numerous work streams and uses a broad skillset to identify issues and planning opportunities while leveraging internal resources to preserve and enhance value.
As part of this group, you will work with C-Suite executives and senior tax professionals and will analyze proposed transactions for unusual tax risks or undetermined tax benefits, advise clients on tax-efficient restructurings, interpret complex legislative and regulatory actions relating to corporate and partnership transactions, perform financial analysis to assess the tax consequences of specific transactions, assist clients with regulatory and legislative initiatives, and prepare for client review submission requests for private letter rulings and technical advice from the IRS.
Develop processes and procedures to identify credit & incentive opportunities within existing client base and distribution channels, including the Federal Work Opportunity Tax Credit (WOTC) and specific state hiring and training credits.
The position ensures that the directors, management and employees are in compliance with the rules and regulations of regulatory agencies, that company policies and procedures are being followed, and that professional behavior in the organization meets the companys Standards of Conduct.