Lead Tax Analyst

Overview

This role supports tax accounting, tax reporting, and tax analysis functions. Work involves applying tax analysis, knowledge, and judgment to diverse and complex activities, and may include oversight of activities within a specific tax function and/or specialty.

Responsibilities

• Extract financial data from various tax, accounting, and information systems to perform appropriate analyses.
• Review and/or prepare tax returns, tax provisions, and financial and management reports for tax authorities, shareholders, policyowners, regulatory authorities, and management.
• Draft and/or review technical memos and outlines.
• Develop non-standard reports and statements.
• Lead assigned projects, including integration of new tax laws and accounting principles.
  • Research complicated tax law and accounting principles.
  • Monitor tax law to ensure data integrity.
• Perform special analyses and projects as requested.
• Provide leadership and direction to others.
• Assist in evaluating processes for operational efficiencies and effective risk management.
• Use knowledge of the business to proactively develop tax analysis and reports.
• Collaborate with other departments/divisions to resolve business issues.
• Ensure adherence to the company’s framework of internal controls.
• May manage staff to achieve performance standards, including mentoring, training, and sharing knowledge.
• Ensure staff demonstrate appropriate customer service attitudes.

Requirements

• Bachelor’s degree in accounting or equivalent education/experience.
• Eight years of tax accounting experience.
• In-depth knowledge of assigned tax specialty.
• Analytical and critical thinking skills.
• Excellent communication skills.
• Ability to work in a fast-paced, deadline-driven environment.
• Advanced computer skills.

Preferred Qualifications

• Supervisory experience.

Compensation & Benefits

Compensation

• Salary generally ranges between $102,000 - $135,000 annually.
  • The salary range is a good faith estimate; actual starting pay is determined by factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs.
  • Salary may vary above and below the stated amounts, as permitted by applicable law.
• Typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance (at the company’s discretion).

Benefits Package (for eligible employees)

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• “Be Well” Company holistic wellness program, including Wellness Coaching and Reward Dollars
• Parental Leave: fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Working Conditions

• Fast-paced, deadline-driven environment.
• Minimal to occasional travel may be required.

Location

Not specified in the provided description.