Overview
This role supports a growing tax function by owning the full compliance execution layer for a group of affiliated businesses, partnering closely with the Director of Income Tax, and leading a team of two to three. In addition to compliance execution, the position develops analytics and automation infrastructure to provide real-time visibility into compliance status.
Responsibilities
Reporting and Compliance
- Own the compliance calendar, ensuring all 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 of tax law or business environment changes.
- Lead nexus reviews and state tax research, evaluating the state tax footprint and developing 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 execution of incentives, BPT/PPT, and other real estate and annual reporting requirements.
- Manage the team and external accounting firm in preparing federal, state, and local tax filings for partnerships, LLCs, and S-corporations.
- Serve as 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 preparation and optimization of forecasts to reflect current-year business events and tax law changes.
- Own quarterly cash tax outflows and estimated tax payments across all business entities, including preparing internal reporting documents and coordinating with accounting and treasury on required cash movement 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 to make compliance status 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 effective relationships and improve workflows and communication with accounting, finance, legal, and business teams, serving as a strong, 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.
- Bachelor’s or Master’s degree in Accounting, Finance, or a related field; JD, MST, or CPA a plus.
Preferred Qualifications / Desired Traits
- Strong organizational and people-management skills, with proactive, forward-thinking execution to ensure compliance is filed on time.
- Sound judgment in building and enforcing review standards and workpaper conventions across a team.
- Strong communication habits, including proactively keeping the Director ahead of key developments, risks, and open items.
- Comfort building or improving reporting tools and trackers.
- Technically skilled and process-improvement minded, with curiosity about opportunities to automate manual work and streamline recurring compliance processes.
- Curiosity to learn and adopt new tax technology and AI-driven tools.
- Business-first mindset with a client-service orientation toward internal partners.
- High attention to detail, strong sense of ownership, and independence to manage multiple concurrent workstreams to closure.
- Comfortable operating as a hands-on coach—balancing direct execution with team oversight.
Compensation & Benefits
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
- Accident Insurance
- Critical Illness Insurance
- Adoption Assistance
- Bonus Opportunities
- AT&T & Verizon Discount
Location
- Preference for the candidate to live within reasonable driving distance to the Lancaster, PA campus (2205 Old Philadelphia Pike, Lancaster, PA 17602) for occasional travel.
- Remote work eligibility includes legal residency 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.
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; satellite connections often cannot support the technologies used for day-to-day tasks.
- Access to a home router and modem.
- Dedicated home office space that is noise- and distraction-free, with strong wireless connection or a wired Ethernet connection (wired connection preferred).
- Valid, physical address (apartment, suite, etc.); PO Boxes are not supported because a physical address is required to receive computer equipment.
- Ability and willingness to work and communicate with team members via chat, webcam, etc.
Physical Requirements
- Work is performed while sitting/standing and interfacing with a personal computer.
- Requires effective communication using speech, vision, and hearing.
- Requires regular use of hands for simple grasping and fine manipulations.
- Requires occasional bending, squatting, crawling, climbing, and reaching.
- Requires ability to occasionally lift, carry, push, or pull medium weights up to 50lbs.