Southern Company

Team Lead - Tax Reporting & Forecasting

Southern Company • $110K — $130K *
Atlanta, GA 30349In-Person
Legal & Accounting
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, or related field required
  • Certified Public Accountant (CPA) preferred
  • Minimum 5 years of experience in income tax accounting and reporting
  • Public accounting or corporate tax department experience preferred
  • Experience with tax provision software (e.g., PowerPlan) and ERP systems (e.g., Oracle) is advantageous

Responsibilities

  • Lead the monthly tax provision process for unregulated companies, including journal entries and tax calculations
  • Review SEC financial statements and workpapers for accurate income tax reporting
  • Investigate variances in reconciliations and develop resolutions
  • Research and address tax accounting issues as a technical resource
  • Drive process improvements in tax provision and balance sheet accounting
  • Provide leadership and technical support to team members
  • Prepare responses to auditor inquiries, ensuring accuracy and timeliness

Benefits

  • Professional development opportunities and training
  • Supportive team culture promoting collaboration
  • Access to advanced tax software and resources
  • Opportunities to lead process improvement initiatives
  • Mentorship and coaching to develop leadership skills
Full Job Description
Job Description

The Tax Reporting & Forecasting Team Lead is a key member of the Southern Company Services (SCS) Corporate Tax team and reports to the Income Tax Reporting & Forecasting Manager. This Lead role will be responsible for the income tax accounting, SEC tax reporting, tax forecasting, and managing tax reporting for the unregulated non-registrant businesses. The position has three primary areas of responsibility: Tax Accounting, Tax Forecasting, and Tax Reporting. In the Lead role, this position includes 1 direct report and provides formal coaching, feedback, and performance evaluations. Additionally, as a contributing team member, this role will provide cross-training and serve as an example to other less experienced team members. The ideal candidate brings strong ASC 740 tax accounting knowledge, sound judgment, attention to detail, and the ability to manage multiple priorities while working effectively with management and key stakeholders.

  • Lead and support the monthly income tax provision process for assigned unregulated companies, including complex journal entries, current and deferred tax calculations, tax payments, and detailed account analyses.
  • Review quarterly consolidated SEC financial statements and underlying workpapers to ensure accurate, consistent, and well-supported income tax reporting. This position is also responsible for approving monthly income tax entries and certifying the tax controls for the unregulated non-registrant businesses performed and operating effectively by the team.
  • Review monthly and quarterly account reconciliations, provision workpapers, and tax analytics; investigate significant variances and reconciling items; and develop practical recommendations to support timely resolution and accurate reporting.
  • Research, analyze, and help resolve tax accounting issues, business transactions, and other matters affecting the tax provision process, while serving as a technical resource and escalation point for team members.
  • Support technical issues and planning initiatives by updating memos, presenting analyses and recommendations to management, leading meetings, and coordinating effectively with stakeholders and operating company contacts.
  • Drive process improvement initiatives related to the tax provision and tax basis balance sheet, including strengthening workpapers, improving controls, cleaning up tax basis balance sheet and tax payable reconciliations, and identifying opportunities to enhance efficiency, standardization, and audit readiness.
  • Provide day-to-day leadership, coaching, training, and technical support to 1-3 team members, including direct supervisory responsibility for at least one employee, while helping prioritize work, answer questions, develop capability, and promote consistency across team deliverables.
  • Prepare, coordinate, and review responses to internal and external auditor requests and other information requests, ensuring timely, accurate, and well-supported deliverables.


Education and Experience
  • Bachelor's degree in accounting, finance, or a related field required
  • Certified Public Accountant (CPA) designation preferred.
  • Minimum of 5 years of relevant experience in income tax accounting and/or tax reporting, including demonstrated experience with complex calculations, reconciliations, and issue resolution.
  • Public accounting and/or large corporate tax department experience preferred, including experience with income tax accounting processes and workpapers.
  • Experience with tax provision software (such as PowerPlan), ERP systems (such as Oracle), and advanced Excel-based analysis preferred.


Skills, Abilities, and Technology
  • Strong analytical and problem-solving skills, with the ability to interpret financial data, identify issues, and develop practical solutions in a complex tax environment.
  • Proven ability to manage multiple priorities and projects simultaneously, exercise sound judgment, and deliver high-quality work in a timely manner while coordinating team activities and supporting less experienced staff.
  • Strong written and verbal communication skills, including the ability to explain technical tax matters clearly, present issues and recommendations to management, lead discussions effectively, and build strong working relationships across departments and operating companies.
  • Demonstrated ability to mentor and develop others by providing day-to-day guidance, reviewing work, sharing technical knowledge, and supporting performance development for direct reports and other team members.
  • Demonstrated ability to identify process improvement opportunities, strengthen controls, resolve complex variances, and develop practical recommendations that improve the efficiency and reliability of tax provision and tax basis balance sheet processes.
  • Ability to execute established processes by referencing prior-year workpapers, asking thoughtful questions, and collaborating effectively in an environment where procedures may not always be fully documented.
  • High attention to detail, accountability, and commitment to producing accurate, well-supported work in a deadline-driven environment.


About the Team

Southern Company Services

About Southern Company

With 4.4 million customers and more than 42,000 megawatts of generating capacity, Atlanta-based Southern Company is the premier energy company serving the Southeast. A leading U.S. producer of electricity, Southern Company owns electric utilities in four states and a growing competitive generation company, as well as fiber optics and wireless communications. Southern Company brands are known for excellent customer service, high reliability and retail electric prices that are significantly below the national average. Southern Company has been listed the top ranking U.S. electric service provider in customer satisfaction for nine consecutive years by the American Customer Satisfaction Index.

Southern Company Careers

Join the dynamic team at Southern Company, a leader in energy innovation and a champion of sustainable practices. As one of the most respected companies in the energy sector, Southern Company offers unparalleled job opportunities that promise not only professional growth but also a commitment to diversity and leadership development.

Work You’ll Do

At Southern Company, we are not just about power generation; we are about empowering our team to innovate and lead the industry. By joining our team, you will collaborate with some of the brightest minds in the field, using your skills to solve complex problems and drive meaningful change.

Explore a World of Opportunities

Whether you are looking for a full-time position, an internship, or a leadership role, Southern Company has a place for you. Our wide range of employment options ensures that every team member can find a path that best suits their career ambitions and skills.

Innovate and Lead

Southern Company is at the forefront of technological innovation in the energy sector. Our team members are encouraged to lead projects and initiatives that push the boundaries of what is possible in energy production and management.

Grow and Develop

We believe in nurturing the potential of our employees through targeted diversity training, leadership workshops, and continuous professional development. Career growth at Southern Company is not just a possibility—it is an expectation.

Be Part of Our Culture

Southern Company’s culture is built on a foundation of respect, integrity, and inclusion. We celebrate diversity and believe that it drives innovation. Our team is our family, and we support each other in achieving personal and professional goals.

Benefits That Go Beyond

Choosing a career at Southern Company means enjoying a range of benefits designed to enrich your life and support your lifestyle. From health and wellness programs to retirement plans, we ensure our team members are taken care of.

Join Our Team

Ready to power up your career? Explore the job opportunities at Southern Company today. We are actively hiring and looking for passionate, curious, and solution-driven individuals. Enhance your skills, join a community of innovators, and work towards a sustainable future.

Stay Connected

Keep up to date with the latest at Southern Company by following our careers blog. Gain insider perspectives, industry-leading insights, and practical tips to advance your career.

Networking and Career Advancement

At Southern Company, networking and internal mobility are key components of career advancement. Connect with leaders, engage in cross-departmental projects, and take your professional journey to new heights.

Prepare for Your Interview

Make your mark from the first interview. Visit our career site for tips on crafting your resume, preparing for interviews, and making a lasting impression.

Join Southern Company—where careers glow brighter!

SEARCH SOUTHERN COMPANY JOBS Stay ahead of the curve in your career with Southern Company, where innovation meets tradition and every employee is empowered to excel.
Learn more about Southern Company
Size
27,000 employees
Market Cap
$77.6 billion
Industry
Energy & Utilities
Net Income
$3.1 billion
Founded
1912
5 Year Trend
+3%
Revenue
$20.3 billion
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Southern Company

More Legal & Accounting Jobs

Find similar Team Lead - Tax Reporting & Forecasting jobs:

NationwideAtlanta, GA