Tax Accountant III

The Tax Accountant will report directly to the Tax Director and support internal tax functions across the Company's complex domestic legal entity structure, including partnerships and corporations. The position will also support external tax advisors on income & non income tax compliance.

KEY RESPONSIBILITIES

Specific Duties:

Income Tax Provision & Financial Reporting

• Prepare periodic income tax provisions, including current and deferred tax calculations, return-to-provision adjustments, tax account rollforwards, tax-related GL reconciliations, financial statement tax disclosures, tax audit support, and transfer pricing.

Cash Tax Forecasting & Planning

• Prepare quarterly cash tax forecasts, estimated tax payment calculations, partner distribution calculations, and tax-related budgeting and forecasting support.

Direct Tax Compliance

• Prepare taxable income calculations; review returns, workpapers, and partner allocations prepared by external advisors; coordinate tax notices and audits; support tax planning and research initiatives; and maintain fixed asset rollforwards.

Indirect Tax Compliance

• Prepare personal property tax, sales tax, business license, excise tax, and unclaimed property filings, as well as support related audits and notices.

M&A Support

• Support tax due diligence, acquisition integration and modeling activities, and tax-related purchase accounting matters.

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Qualifications

REQUIRED QUALIFICATIONS

• CPA
• 3-5 years experience
• Public accounting background preferred
• Some ASC 740 experience
• Strong Excel/modeling skills
• Experience forecasting taxable income, estimated payments, & distributions
• Familiarity with both corporations and partnerships

PHYSICAL REQUIREMENTS

• The ability to reach, push and pull.
• Ability to perform primarily sedentary office work, including prolonged periods of sitting and occasional standing or walking.
• Ability to use a computer, keyboard, mouse, telephone, and other standard office equipment for extended periods.
• Ability to review detailed financial information on screens and in documents, with or without reasonable accommodation.
• Occasional lifting or moving of office materials weighing up to 15 pounds.
• Ability to communicate effectively in meetings, by telephone, and through electronic correspondence.

CORE COMPETENCIES

Tax Accounting & Technical Knowledge

• Applies knowledge of federal and state income tax, partnership and corporate taxation, and ASC 740 principles to assigned work.
• Understands tax provision calculations, tax reconciliations, estimated payments, and compliance requirements.

Financial Analysis & Modeling

• Develops accurate tax forecasts, taxable income calculations, and supporting schedules using advanced Excel skills.
• Analyzes complex financial data, identifies variances, and communicates implications.

Accuracy & Attention to Detail

• Produces complete, well-supported calculations, reconciliations, workpapers, and filings.
• Maintains organized records and protects confidential financial and tax information.

Critical Thinking & Problem Solving

• Researches tax questions, evaluates alternatives, and escalates material issues to the Tax Director.
• Identifies opportunities to improve tax processes, controls, and reporting efficiency.

Planning & Accountability

• Manages multiple deadlines for provisions, forecasts, tax filings, and external advisor requests.
• Takes ownership of assigned deliverables and follows through on open items.

Communication & Collaboration

• Communicates clearly with Finance, Accounting, Legal, operational stakeholders, and external tax advisors.
• Works collaboratively across functions to obtain accurate and timely information.

REPORTING RELATIONSHIP

• Reports directly to Tax Director.

WORK ENVIRONMENT & TRAVEL

Work Environment

• Work is primarily performed in a professional office or approved remote-office environment.
• Regular use of computers, spreadsheets, financial systems, and video or telephone conferencing tools.
• May require additional work hours during tax provision, reporting, filing, budgeting, or acquisition deadlines.

Travel Requirements

• Occasional business travel may be required for meetings, training, or acquisition-related activities.
• Travel frequency will vary based on business needs and direction from the Tax Director.