Manage the preparation and review of federal, state, and local tax filings, ensuring compliance with all applicable tax laws and regulations.
Lead tax planning initiatives and provide strategic advice to optimize tax positions, reduce liabilities, and enhance financial efficiency.
Stay current on changes in tax legislation, regulatory updates, and industry trends to ensure compliance and identify planning opportunities.
Oversee the tax provision process, including quarterly and annual tax provisions in accordance with GAAP and tax accounting standards (ASC 740).
Coordinate and support the completion of tax audits and investigations, working with external auditors and tax authorities as needed.
Supervise and mentor junior tax staff, providing guidance, training, and performance feedback.
Prepare and review internal documentation, including tax returns, transfer pricing reports, and tax strategy plans.
Collaborate with cross-functional teams (finance, legal, operations, etc.) to ensure seamless integration of tax strategies within business operations.
Manage and evaluate tax-related risks, providing recommendations to senior management on mitigation strategies.
Oversee state and local tax compliance, including sales and use tax, property tax, and business license filings.
Develop and implement tax-saving strategies and monitor their effectiveness.
Qualifications:
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. CPA or JD required; Masters in Taxation preferred.
Minimum of 5-7 years of experience in tax management or a similar role, ideally within a corporate tax department or public accounting firm.
Extensive knowledge of federal, state, and international tax laws and regulations, including corporate income tax, sales tax, and indirect taxes.
Strong experience in preparing and reviewing tax returns, tax provisions, and other tax filings.
Experience with tax software and tools (e.g., OneSource, CorpTax, etc.) and proficiency in MS Office (Excel, Word, PowerPoint).
Excellent analytical, problem-solving, and organizational skills.
Strong communication skills, with the ability to explain complex tax matters to non-experts and senior leadership.
Proven ability to manage multiple projects and deadlines in a fast-paced environment.
A proactive approach to tax planning and compliance, with a focus on continuous improvement.
Preferred Skills:
Experience with mergers, acquisitions, and restructuring transactions.
Knowledge of transfer pricing regulations and compliance.
Experience working with international tax issues and compliance.