Manage income tax compliance and provision processes as part of accounting requirements for a privately held
company. This includes identifying and implementing opportunities for optimizing data and information flow and
systems utilization. Organize and maintain records and workpaper files for compliance with SOX requirements
as well as for support of future tax audit defense efforts. Manage research and analysis on a range of federal
and state tax and tax accounting issues.
Essential Functions:
• Prepare and maintain all schedules needed for preparation of income tax provision (quarterly and annual),
including:
o Prepare and document support for journal entries to reflect accounting for income taxes
o Maintain detailed schedules reflecting all elements of deferred tax assets and liabilities in
agreement with financial statements
o Reconcile tax accounts on a monthly basis
o Provide monthly cash flow information to reporting group for management reporting
o Partner with corporate accounting to cultivate effective channels of communication and data access
to allow for timely and accurate tax accounting
Prepare annual federal and state income and franchise tax returns for entire company, including:
o Upload source data and tax adjustments into web-based tax compliance system
o Prepare quarterly estimated payment calculations
o Prepare annual extension calculations
o Gather data and calculate annual state apportionment
o Maintain fixed asset depreciation schedules
• Prepare and maintain updated documentation of processes and controls to comply with internal and SOX
related requirements
• Assist in federal and state tax audits as needed
Knowledge, Skills and Abilities:
• Excellent verbal and written communication skills to effectively communicate ideas and concepts to
management team throughout company as needed
• Tax technical and accounting research skills
• Ability to manage outside and internal resources in complex initiatives
• Ability to think independently while collaborating to solve complex and unstructured problems
Qualifications, Training, and Experience:
• 5-7+ years experience
• Bachelor’s degree in Business Administration with a concentration in Accounting
• Masters in Tax a plus
• CPA required