Tax Manager - Corporate Finance

Overview

This role is a hands-on leadership position within the corporate finance division. The Manager of Tax manages key tax and compliance functions and helps drive timely, high-quality deliverables by providing direction for the organization’s tax function. The position provides hands-on leadership to professional staff and oversees both compliance and provision activities, requiring strong technical tax expertise as well as communication and leadership skills.

Responsibilities

• Oversee the preparation of and review of tax returns, including federal and state corporate tax returns, franchise tax returns, excise and gross receipts tax returns, premium tax returns, sales and use tax returns, and property tax returns.
  • Ensure accuracy of preparation and provide quality, timely feedback to support ongoing learning and training.
  • Delegate tasks to direct reports to develop junior tax professionals.
  • Provide technical and overall leadership to junior tax professionals during implementation and execution of projects and strategies.
  • Identify, recommend, and implement opportunities to reduce federal and state income tax liabilities. (25%)
• Oversee the preparation of and review of complex federal and state income tax provisions based on application of GAAP and SAP.
  • Supervise and review analysis of effective tax rate and deferred taxes for management.
  • Oversee analysis of tax balance sheets and deferred tax balances for GAAP purposes and admitted and non-admitted balances for statutory purposes.
  • Supervise and review the organization’s FIN 48 analysis, including the schedule of UTPs and Valuation Allowance.
  • Identify, recommend, and implement opportunities to reduce federal and state effective tax rates. (25%)
• Delegate and oversee tax research to support preparers with feedback and training.
• Review and approve formal memorandums documenting tax positions for complex areas.
• Prepare written analysis, including formal memoranda, PowerPoints, and other written supporting documentation for senior leadership review and consideration.
• Provide leadership and direction to tax professionals performing these tasks. (10%)
• Supervise tax audits and ensure adequate resources are available to respond to all Internal Document Requests (IDRs) within a reasonable, agreed-to timeframe with appropriate taxing authorities.
• Supervise delegated tasks, mentor, and provide technical and overall leadership to junior tax professionals assigned to resolution of audits with federal and state taxing agencies. (10%)
• Conduct special studies and analyses; develop alternatives, present recommendations to management, and influence management decisions.
• Research, analyze, develop, and implement new strategies, programs, and/or processes in response to changing internal and external conditions.
• Participate in industry groups and professional associations (i.e., TEI, COST, ACLI) to utilize networking opportunities and develop a network of peers in the industry. (10%)
• Ensure internal controls are effective to mitigate risks associated with tax and business processes.
  • Identify and evaluate risks by understanding compliance and regulatory requirements.
  • Modify and update policies to ensure compliance with necessary tax and policy and procedural requirements.
  • Lead process improvement efforts and ensure documentation standards are maintained.
  • Identify and implement procedural changes to ensure internal control needs are met and provide adequate direction to team members. (10%)
• Develop and maintain effective, responsive communication with team members to ensure timely identification and understanding of critical performance factors.
• Ensure tax engages in proactive communication and acts as an equal partner and trusted business advisor to operating groups regarding important business decisions and implementation of the organization’s strategic tax vision.
  • Delegate tasks to junior tax professionals as necessary, including supervision, leadership, and mentorship as required. (10%)

Requirements

• Education: Bachelor’s degree in accounting or other related area; Master of Taxation or JD (preferred).
• Certification: CPA, Enrolled Agent (preferred).
• Experience: Five (5) years of progressively responsible experience handling complex, broad-based federal and state tax compliance, tax provision, and supporting tax analysis.
• Proficiency in the use of tax reporting software and tools.
  • Ability to use new and changing technology to streamline and/or automate current processes and deliverables.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to lead and develop a team.

Preferred Qualifications / Skills

• Demonstrated collaborative team leadership and ability to drive change.
• Strong long-term goal orientation and leadership that earns respect across levels.
• Personal accountability and a solution-focused approach to problems.
• Ability to develop influential, collaborative relationships across teams, functions, and cultures.

Compensation & Benefits

• Salary Range: $117,500.00 - $187,750.00
• Annual incentive bonus plan
• Benefits package including medical, dental, vision, and a 401(k) plan with matching company contributions
• Paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually (PTO increases with tenure)
• Paid parental leave and adoption/surrogacy assistance
• Employee giving program that double matches donations to eligible nonprofits and schools
• Incentive program eligibility is subject to program rules; awards depend on individual and organizational performance.
• Actual compensation will be based on education and experience, knowledge and skills, position budget, internal equity, and market data.

Location

Not specified in the provided job description.

Additional Information

• Positions will be posted for at least 5 days from the original posting date.
• Affirmative Action/Equal Opportunity employer. All qualified applicants will receive consideration without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other protected condition under federal, state, or local law.
• Except where precluded by state or federal law, qualified applicants with arrest and conviction records will be considered pursuant to the San Francisco Fair Chance Ordinance.
• Drug- and alcohol-free work environment.
• Criminal background investigation and verification of employment, education, and licensing are required as a condition of employment.
• After a conditional offer, a background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job.
• Applicants will have an opportunity to explain and correct background information.
• All employees must be bondable.