Overview
This role involves managing the federal and state income and franchise tax compliance processes, along with assisting in related tax compliance areas. The position is remote, allowing work from anywhere in the United States except Hawaii and U.S. Territories.
Responsibilities
- Lead and manage the preparation and review of federal and state income and franchise tax returns, estimated payments, and extensions across 47 states; approximately 195 returns per year at the state and local level; and one federal consolidated return. This accounts for 85% of the role and requires advanced technical tax knowledge.
- Assist with identifying, implementing, and reporting federal and state tax planning initiatives.
- Support the preparation and review of inputs for interim and year-end tax accounting processes.
- Gather information in response to document requests from taxing authorities.
- Perform other duties as assigned by management.
Qualifications
Education/Training
- Bachelor's degree in Accounting, Finance, Business, or a related analytical field is required; a Master's degree or MBA is preferred.
- Relevant professional certifications such as CPA are preferred.
Experience
- Minimum of 6 years of progressive experience in finance or accounting, including experience in a public company or public accounting firm.
- Experience with federal and state income tax compliance.
- At least 1 year of supervisory or managerial experience is preferred.
- Proficiency with Microsoft Office Suite (Excel, Word, Outlook).
- Experience using tax research tools to understand tax law and compliance.
- Familiarity with Corptax compliance and tax accounting software.
Skills and Abilities
- Strong prioritization, organization, and multitasking skills to manage personal and team deadlines.
- High attention to detail with consistent accuracy and thoroughness.
- Ability to review others' work and provide constructive feedback.
- Excellent verbal and written communication skills tailored to diverse audiences.
- Strong analytical and problem-solving abilities, capable of making decisions independently.
- Ability to work independently and propose process improvements.
- Effective team collaboration and leadership skills.
- Strong interpersonal skills to manage interactions across all organizational levels.
- Experience assigning and overseeing team work, providing coaching, and serving as a positive role model.
- Solid understanding of IT systems and processes, with a focus on efficiency and effectiveness.
Compensation and Benefits
- The expected base salary range is $85,000 to $145,000, depending on experience, education, skills, function, and geographic location.
- This role is eligible for an annual incentive plan bonus.
- Benefits may include health insurance, pre-tax spending accounts, retirement plans, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance.
Location
- Remote work is permitted from anywhere in the United States except Hawaii and U.S. Territories.