Associate III - Corporate Income Tax

Overview

This role involves managing the Income Tax function for a financial services organization, including federal, state, and local tax compliance for the parent company and its subsidiaries.

Responsibilities

• Perform corporate income tax functions including tax provision, tax estimates, tax extensions, tax returns, and related support.
• Draft responses to tax notices and communicate with tax authorities via phone, email, and mail as needed.
• Prepare work papers, tax returns, and related documentation accurately and in compliance with tax laws and standards.
• Ensure compliance with federal, state, and local tax regulations by studying requirements and advising management on necessary actions.
• Gather and compile financial information for tax audits and engagements.
• Maintain a tax calendar with all compliance deadlines.
• Coordinate with external tax vendors and specialists to meet tax reporting requirements.
• Collaborate with internal business units to ensure accurate and timely information transfer.
• Manage workload proactively with minimal supervision.
• Maintain professional and technical knowledge through educational workshops, publications, networking, and professional societies.
• Develop expertise in federal and state tax laws applicable to cooperatives.
• Assist with other tax matters such as indirect tax, credits and incentives, mergers and acquisitions as needed.

Requirements

• Bachelor's degree in Accounting, Finance, or a related business field.
• Minimum of five years of progressive tax experience covering federal, state, and local compliance for corporations and partnerships.
• Experience with ASC 740 Accounting for Income Taxes.
• Proficiency with various tax returns and supporting forms, including Forms 1120, 1065, and multiple state and local forms.
• Experience monitoring, researching, documenting, and applying changes in tax laws to income tax processes.
• Familiarity with tax research software is preferred.

Compensation & Benefits

• Salary range: $67,700.00 - $86,300.00, adjusted based on experience and other job-related factors.
• Competitive wages.
• Medical insurance including telemedicine.
• Dental and vision coverage.
• Basic and optional life insurance.
• Paid time off (PTO), maternity, parental, and family care leave.
• Community volunteer time off.
• 12 paid holidays.
• Company-paid disability insurance.
• 401(k) plan with employer match.
• Health Savings Accounts (HSA) with company contributions.
• Flexible Spending Accounts (FSA).
• Supplemental insurance options.
• Employee Assistance Program (EAP) for mental health and well-being.
• Tuition reimbursement.
• Wellness program.

Benefits are subject to eligibility, waiting periods, contribution, and other conditions.

Location

This is a remote-first position with a flexible work environment.

Additional Information

• This employer is an Equal Opportunity Employer and complies with applicable federal, state, and local laws prohibiting discrimination.
• The role is not eligible for sponsorship.
• Reasonable accommodations for individuals with disabilities are available upon request.