Supports Director of Tax in all responsibilities of the Tax Department. Supervises the federal and state income tax return preparation and filing process. Prepares income tax provision, applying a sound knowledge of ASC 740 and FIN 48 and manages all tax-related accounts, including the monthly review of journal entries and account reconciliations. Oversees the preparation of quarterly estimate and extension calculations and payment process. Ensures compliance for income, gross receipts, property and use tax in all applicable jurisdictions, including other required informational filings. Manages taxaudits involving governmental agencies. Researches federal, state and local tax issues and makes recommendations for treatment to senior leadership. Assists Director of Tax in aspects of Treasury, Insurance, 401(k) and other functions as needed.
Education & Experience
o Bachelor's degree or higher in Accounting or Tax
o 5+ years of diverse Accounting/Tax experience at CPA firm or in industry
o Extensive experience with corporations, strong ASC 740 background, excellent research skills, auditexperience, ability to do analysis, manage projects, identify and resolve problems, effectively communicate with management and outside taxing jurisdictions, knowledge of OneSource/Go System tax software, proficiency in MS Excelo Previous management or leadership experience applicable to this position
o Ensure tax compliance for income, gross receipts, property and use tax in all applicable jurisdictions, including informational filings such as annual reports and business licenses
o Support Accounting Department through the maintenance of Tax General Ledger accounts, including preparation of budget and reforecast information
o Manages the entire income tax process, including tax payments, preparation of returns, the review of all calculations and supporting workpapers, filing submissions and storage of key documents
o Prepares communication to tax regulatory agencies when necessary
o Research of tax issues and project management
o Assist Director of Tax in various audits, including the annual financial statement and 401(k) audits, as well as others that arise from taxing jurisdictions
o Assist in management of company insurance policies
o Documentation of filing positions of TriWest
o Supervises staff; ensure overall goals and objectives of the department are met
o Performs other duties as assigned by the Director of Tax
Commitment to Task: Ability to conform to established policies and procedures; Self-driven with high motivation and focus on department objectives
Communication / People Skills: Ability to influence or persuade others under positive or negative circumstances; Adapt to different styles; Listen critically; Collaborate.
Independent Thinking / Self-Initiative: Critical thinkers with ability to focus on things which matter most to achieving outcomes; Commitment to task to produce outcomes without direction and to find necessary resources.
Information Management: Ability to manage large amounts of complex information easily, communicate clearly, and draw sound conclusions.
Multi-Tasking / Time Management: Prioritize and manage actions to meet deadlines and requirements with in a demanding, high volume environment
Organizational Skills: Ability to organize people or tasks, adjust to priorities, learn systems, within time constraints and with available resources; Detail-oriented.
Problem Solving / Analysis: Ability to solve problems through systematic analysis of processes with sound judgment; Demonstrates a realistic understanding of relevant issues; Able to research issues and provide direction with supporting guidance/law
Technical Skills: Knowledge of GAAP (including ASC 740 – Accounting for Income Taxes) and Internal Revenue Code; Experience in preparation and review of income tax provisions; Proficient with Microsoft Word and Excel; Ability to communicate highly technical concepts to internal leadership and external entities