Sr Accountant, Tax

LIVING OUR VALUES All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

JOB SUMMARYPerform tax compliance work and research of S and C Corporations, Partnerships, Trusts, Not-for-Profit Organizations, and Individuals. The primary responsibilities will include Federal and State Income and Franchise Tax. ESSENTIAL FUNCTIONSCompliance preparation and review of federal and state income and franchise tax returns for all affiliated companies including:

Gathering and analyzing financial information and tax rules to calculate tax adjustments

Reading tax form instructions to ensure that all information is reported correctly.

Preparing supporting work papers and maintaining tax files

Preparing tax returns Reviewing tax returns

Downloading computerized general ledger information into Excel spreadsheets and converting the data in the files into the form necessary to transfer data to tax return preparation software

Processing tax return

Prepare data requests for third party providers and analyze tax items for reporting

Communicate and coordinate with accounting personnel / controllers to resolve any questions or issues that arise through data analysis.

Assist in preparation of quarterly taxable income estimates (federal and state) and year -end basis calculations for all companies.

Research issues relating to taxation of the various entities and shareholders.

Assistance with annual and quarterly ASC 740 tax provision, including gathering and analyzing source data.

Assist accountants in the review of categorization and coordination of unique transactions.

Assist with various special projects.

Correspond to tax authorities concerning notices.

Responsibly receive, transmit, and manage consumer and customer data per applicable policies and procedures.

Review and follow data privacy practices, policies, and guidelines.

Other duties as assigned.

SUPERVISORY RESPONSIBILITIESAssist with the detail review of items prepared by Tax Accountants.

QUALIFICATIONSBachelor’s degree in Accounting from four-year College or university; plus five to six years related experience and/or training; or equivalent combination of education and experience

Achievement oriented and self-motivated.

Capability to coordinate several projects simultaneously and accept a significant amount of responsibility.

Organized

Ability to work independently without close supervision.

Ability to work under pressure and meet deadlines.

Strong problem-solving and analytical skills.

Professional demeanor.

Ability to work effectively with other departments and company personnel.

Ability to communicate effectively, both orally and in writing.

Strong workpaper techniques.

Proficient with current accounting and specialized tax computer applications.

Enthusiastic and willing to learn.

Ability to oversee one or more processes.

Significant experience with the preparation of various tax returns and ready to begin detail review

Areas of exposure preferred:

Insurance industry and ASC 740 experience preferred.

Experience in One Source tax software preferred.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

CERTIFICATES, LICENSES, REGISTRATIONS*CPA Certificate or progress towards passing exam preferred.

PHYSICAL REQUIREMENTSThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day; and frequently access, input, and retrieve information from the computer and other office productivity devices.

The associate is regularly required to move about the office and around the corporate campus. The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

WORK ENVIRONMENTThe work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. While the job is generally performed in an office environment, the associate is occasionally exposed to wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, and outside weather conditions.

The noise level in the office environment is typically quiet, but the associate may be occasionally exposed to loud noise levels.

TRAVEL REQUIREDMinimal travel is required for this position (up to 25% of the time and on a domestic basis).The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing.#LI-EC1

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