Participates in team projects, offering direction to others to achieve tax department goals.
Prepares and/or reviews local, state, and federal tax returns and quarterly tax provisions, as well as financial and management reports.
Prepares and/or reviews amended tax returns, quarterly tax provisions, as well as investment taxation workpapers.
Researches complicated tax law and accounting principles and drafts technical memos or outlines.
Identifies problems and opportunities and develops alternatives.
Implements project plans and leads small projects or parts of complex projects.
Recognizes unusual situations and reviews such situations with management.
Actively coaches, develops, and trains staff.
May direct the workflow of other staff professionals.
Completes moderately difficult assignments with little supervision and review.
Requirements
Bachelors degree in accounting or equivalent work experience.
5-8 years of professional experience in tax, accounting, or equivalent area, with substantial experience in at least one tax specialty.
Requires working knowledge of Microsoft Office (Word, Excel), on-line research software (RIA, Westlaw), applicable tax and/or accounting software systems.
Written/verbal communication skills.
Analytical and problem-solving skills, and attention to detail.
Organizational skills to perform multiple assignments.
Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.