Tax and Compliance Senior SpecialistDescription: Fedway Associates is seeking a Tax and Compliance Senior Specialist.
Position Summary The role of tax and compliance specialist will manage the organization's corporate tax filings, and compliance. They will work closely with external tax providers to review and prepare all corporate tax and compliance returns, research local and federal tax laws, assist with internal audits, and identify legally compliant strategies to minimize audit risk. The perfect candidate will have the ability to manage a complex group of entities, across various regulatory and taxing authorities, independently and in conjunction with outside accounts and internal accounting teams.
Role & Responsibilities - Tax Compliance: Review and/or prepare, federal, state, and local tax returns (income, HUT, UEZ, payroll, Organic, Alcoholic Beverage, litter, sales/use taxes, unclaimed property, 5500 health, benefit, welfare, pension and 401(k) and other returns as needed) on or before strict regulatory deadlines across multiple entities and states. Provide tax information for all corporate income tax returns to outside preparers and review all returns prior to filing. Review and ensure all payroll and related tax filings are filed timely and accurately (940,941, state forms, W-2 and 1095-C).
- Corporate and Regulatory Compliance: Oversee the applications for and maintenance of state registrations, business licenses, and annual reports necessary to keep the business in "good standing" across multiple entities and states.
- Tax Planning: Advise management on the tax implications of business decisions, mergers, acquisitions, new product lines or territories. Work with outside accountants for quarterly tax estimates for owners.
- Record Keeping: Maintain detailed tax documentation, databases, and schedules to support all tax filings and subject to review and use by external accountants and auditors
- Audit Support: Act as the primary liaison during federal or state tax audits and assist with internal financial audits.
- Risk Management: Monitor ongoing changes in tax laws and regulations, assessing how they impact the company's financial operations and risk profile.
- Cross-Functional Collaboration: Partner with the broader accounting department to ensure financial data, payroll, and expenses align with underlying returns, as filed.
- Real Estate Tax Management: Partner with internal management teams to ensure timely review and if needed, file appeals, for all locations within the portfolio
- Compliance: Prepare, file and maintain compliance across multiple benefit programs, including pension, 401(k) and health & welfare. Work with external auditors and internal finance teams to timely file forms 5500, as needed.
Qualifications: - Education: A Bachelor's degree in Accounting, Finance, or a closely related field is required, a Master's in Taxation is preferred
- Certification: An active Certified Public Accountant (CPA) license is highly preferred
- Experience: 5+ years of progressive Federal and multistate corporate tax experience is required.
- Technical Skills: Advanced proficiency in financial reporting systems, MS Excel (e.g., pivot tables, VLOOKUP), and tax preparation or research software (such as Thomson Reuters, CCH Axcess, or Sage).
- Soft Skills: High attention to detail, advanced analytical and mathematical capabilities, and the ability to communicate effectively between departments. Self-starter able to work independently.
Physical Demands: - Regularly required to sit, stand, and move about the office.
- Position is fully on-site in Basking Ridge, NJ, with less than 10% travel as needed for real estate appeals, local tax appeals, and related matters.
- May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs.
Compensation: - Salary starts at $135,000/annually, paid weekly, commensurate with experience.
- Full benefit package including medical, dental, vision, PTO, 401K, and life insurance
