Key skills
LeadershipMentoringCommunicationTime Management
About this role
Role Overview
- Deliver specialized tax analysis, research, and recommendations supporting FINRA’s overall tax strategy and compliance
- Research and provide expert input on complex technical tax accounting matters
- Incorporate tax regulations and best practices into strategic recommendations impacting financial transactions, systems, and procedures
- Serve as a subject matter expert on tax matters
- Maintain key relationships with external and internal auditor personnel and external tax counsel and service providers
- Drive compliance with applicable regulations and accounting principles
- Lead activities and operations of projects that drive process consistency and cohesion throughout the organization’s Tax and Accounting work areas
- Develop and document technical tax accounting guidance, policies, and best practices for Finance teams
- Analyze the organization’s financial operations, systems, and reports
- Collaborate with multiple work areas to identify opportunities for improvement and streamline financial processes
- Monitor planned and recently implemented strategies for tax impact and report findings to senior leadership
- Coach junior staff and/or experienced individual contributors
Requirements
- Bachelor’s degree
- Minimum eight (8) years of tax, accounting and/or financial reporting experience
- Experience supervising projects and/or mentoring junior staff
- Extensive knowledge of current GAAP reporting and current tax regulations (Federal, state, and local)
- Active CPA license highly desired
- Advanced time management, prioritization and strong analytical skills
- Demonstrated ability to lead and produce outstanding measurable results
- Excellent computer and analytical skills, including full suite of MS Office applications
- Excellent written and verbal communication skills
- Ability to work in a team-oriented setting
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Accidental death and dismemberment insurance
- Short
- and long-term disability insurance
- Long-term care insurance
- Business travel accident insurance
- Tuition reimbursement
- Commuter benefits
- Adoption assistance
- Backup family care
- Surrogacy benefits
- Employee assistance programs
- Wellness programs
- 401(k) plan with company match
- Generous paid time off program: 15 days of paid time off, 5 personal days, 9 sick days
- Two volunteer service days