The Sr Tax Accountant prepares tax provisions, manages audits, analyzes tax issues, and prepares income tax returns, ensuring compliance with tax laws.
Job Summary & Responsibilities
Preferred Qualifications
Sr Tax Accountant
The Sr Tax Accountant assists in all corporate income tax reporting, policy, and research for Bank and its affiliates. Ensures tax strategies, tax reporting, and tax policies are implemented in accordance with GAAP and tax law.
Key Responsibilities and Duties
- Prepares monthly, quarterly, and annual consolidated tax provision and tax footnote disclosure in accordance with ASC 740.
- Assists in the coordination and resolution of corporate income tax audits by federal and state authorities.
- Analyzes federal and state income tax exposure in accordance with FIN 48.
- Assists the AVP and VP of Corporate Tax in reviewing and analyzing tax implications related to special projects (e.g., acquisitions, reorganizations, etc.).
- Research technical tax issues as well as changes in federal/state tax statutes, regulations, court cases, and new/pending legislation related to nexus and apportionment.
- Assesses the potential impact of these changes on the related companies.
- Maintains good working relationships with outside tax service providers including review of federal/state income tax returns, coordination/resolution of tax issues, and preparation of data for annual tax returns.
- Prepares federal, state, and local income tax returns as needed.
- Maintains good working relationships with outside auditors and tax authorities.
- Prepares quarterly estimated tax payments (federal, state, and local).
Educational Requirements
- University (Degree) Preferred
Minimum Qualifications
- 3+ years of professional experience in accounting or tax, preferably within the financial services industry.
- Hands-on experience with corporate income tax preparation and compliance.
- Proficiency in Microsoft Excel and other financial software tools.
Preferred Qualifications
- 5+ years of professional experience in accounting or tax, preferably within the financial services industry.
- Solid understanding of GAAP and Sarbanes-Oxley (SOX) compliance.
- Hands-on experience with corporate income tax preparation and compliance.
- Working knowledge of ASC 740 and its application in financial reporting.
- Demonstrated ability to reconcile complex accounts and prepare audit work papers.
Role Specific Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Preferred Qualifications
Posting end date: 11/3/2025
Top Skills
Financial Software
Excel
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