SUMMARY
Responsible for preparation and review of various types of business, individual & trust tax returns and related workpapers and participation in tax & financial reporting functions
DUTIES AND RESPONSIBILITIES
- Preparation and review of tax reporting function for partnerships, trusts and individuals including:
- Preparation of tax return workpapers and returns corporate, partnership, individual and trusts.
- Research and calculation of various book to tax differences.
- Timely filing of quarterly income tax estimates, extensions, and tax returns for federal, state and international filing requirements.
- Maintain tax books and records.
- Coordination of workflow and required documents for tax return preparation with internal and external finance team and executives in organization
- Ensure accurate tax returns that minimize tax obligations and risks of the organization.
- Identify areas of potential for improvement within the tax compliance process.
- Other Responsibilities:
- Preparation of tax projections.
- Manage tax related notices or correspondence.
- Various general accounting responsibilities as needed
- Participant in various tax projects as needed to support tax and finance function.
- Monitor and analyze current tax legislation and highlight areas that will impact the organization or provide opportunities for the organization
- Continuous learning to increase tax and accounting technical expertise.
- Develop and sustain strong relationships with internal and external working team members.
- Special projects and assignments as business dictates.
- Responsible for the maintenance, creation and control of all personally identifiable information or any other information protected by any Confidentiality or Privacy Standards or Company Policies that you have access or knowledge of, including but not limited to any state or federal regulations including HIPAA.
SUPERVISORY RESPONSIBILITIES
- This position has no supervisor responsibilities.
SKILLS AND QUALIFICATIONS
- Bachelors of Accounting required, Masters of Taxation Preferred.
- Minimum 3 years of tax experience, general accounting experience is preferred.
- Partnership, individual and trust tax experience required, international tax a plus.
- Knowledge of US and state tax reporting requirements.
- Advanced excel proficiency, experience using OneSource and GoSystem or comparable software, Quickbooks or comparable software.
- Strong organizational, analytical thinking and time management skills required.
- Works well collaboratively in a team environment.
- Must have attention to detail and focused concentration
- Must be able to learn new tasks and complete tasks independently
- Must be able to make timely decisions in the context of the workflow
- Must possess strong organizational skills, ability to multi-task, and responsiveness
PHYSICAL DEMANDS
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
CERTIFICATES, LICENSES, REGISTRATIONS
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
This company is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
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