Overview
This role supports the organization’s growing tax function, with ownership of the full compliance execution layer for affiliated businesses. The position also partners closely with the Director of Income Tax, leads a small team (2–3 direct reports), and builds analytics and automation capabilities to improve visibility into compliance status.
The position reports to the Director of Income Tax.
Responsibilities
Reporting and Compliance
- Own the compliance calendar, ensuring federal, state, and local estimated tax payments, extensions, elections, and reporting are timely filed.
- Ensure accuracy and completeness of taxable income computations, including variance analysis and impacts from changes in tax law or the business environment.
- Lead nexus reviews and state tax research to evaluate the state tax footprint and develop nexus and apportionment analytics.
- Own tax fixed asset reviews to ensure depreciation and basis positions are accurate and audit-ready.
- Identify available credits and incentives, and manage the team’s execution of incentives, BPT/PPT, and other real estate and annual reporting requirements.
- Manage the team and an external accounting firm in preparing federal, state, and local tax filings for partnerships, LLCs, and S-corporations.
- Serve as the final reviewer prior to Director approval, escalating and communicating appropriately throughout the process.
- Lead timely, accurate, and complete responses to federal, state, and local tax notices, examinations, and audits, with a mindset to mitigate incremental tax exposure.
Quarterly Forecasting
- Partner with accounting and finance teams to ensure quarterly reporting supports accurate tax treatment and reliable cash flow planning.
- Lead the team in preparing and optimizing forecasts to reflect current-year business events and tax law changes.
- Own quarterly cash tax outflows and estimated tax payments across all business entities, preparing internal reporting documents and coordinating with accounting and treasury to ensure accurate, on-time remittance.
- Communicate quarterly tax summaries to shareholders and other stakeholders in a timely manner.
People Leadership & Process Improvement
- Establish and enforce high standards for tax documentation, workpapers, ownership records, calendars, and internal review processes.
- Build and maintain a compliance tracker and director-level review materials so compliance status is visible without requiring Director intervention.
- Leverage technology to improve data collection, validation, and reporting, with a continuous improvement mindset and a hands-on approach.
- Build strong relationships and improve workflows with accounting, finance, legal, and business teams, serving as a responsive business partner to non-tax teams and external advisors.
- Serve as a technical resource, providing guidance and mentorship to junior staff members.
Requirements
- 7+ years of progressive experience with a regional or national accounting firm or a large domestic tax department, including pass-through entity tax and compliance expertise.
- Strong knowledge of U.S. pass-through federal and state tax law, including experience maintaining partner tax capital accounts, taxable income, and outside tax basis.
- Experience with fixed asset/depreciation review and state nexus and apportionment analysis.
- Proficiency with Excel Power Query, BI reporting tools, and AI-assisted automation tools to improve data collection, validation, and reporting.
- Proficiency with tax research tools.
- Excellent written and verbal communication skills.
Preferred Qualifications
- Bachelor’s or Master’s degree in Accounting, Finance, or a related field; JD, MST, or CPA a plus.
Remote Work Qualifications
- Access to a reliable and secure high-speed internet connection. Cable or fiber internet connections (at least 75mbps download/10mbps upload) are preferred, as satellite connections often cannot support the technologies used for day-to-day tasks.
- Access to a home router and modem.
- A dedicated home office space that is noise- and distraction-free, with strong wireless connection or a wired Ethernet connection (wired preferred if possible).
- A valid, physical address (apartment, suite, etc.); PO Boxes are not supported because a physical address is required to receive computer equipment.
- Ability and desire to work and communicate with other team members via chat, webcam, etc.
- Legal residents of one of the following states: (AK, AL, AR, AZ, CT, DE, FL, GA, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WI, WV, or WY). H-1B Visa Sponsorship Not Available, W2 only.
Physical Requirements
- Work is performed while sitting/standing and interfacing with a personal computer.
- Requires effective communication using speech, vision, and hearing.
- Requires the regular use of hands for simple grasping and fine manipulations.
- Requires occasional bending, squatting, crawling, climbing, and reaching.
- Requires the ability to occasionally lift, carry, push, or pull medium weights, up to 50lbs.
Compensation & Benefits
Compensation details are not specified in the job posting.
Benefits include:
- Medical
- Vision
- Dental
- PTO
- Paid Maternity Leave
- Paid Parental Leave
- Life Insurance
- Disability
- Dependent Care FSA
- 401(k) matching
- Employee Assistance Program
- Wellness Incentives
- Company Discounts
- AT&T & Verizon Discount
- Bonus Opportunities
- Accident Insurance
- Critical Illness Insurance
- Adoption Assistance
Location
Preference is for candidates to live within reasonable driving distance to the Lancaster, PA campus (2205 Old Philadelphia Pike, Lancaster, PA 17602) for occasional travel.