Income Tax Lead

About the role

The Income Tax Lead is responsible for ensuring that GreatAmerica is compliant with all federal, state, and local income and franchise tax laws and regulations. This individual will work with both internal and external tax providers to ensure complete and timely filings and reporting of all income taxes to the proper taxing authorities.

Responsibilities

• Ensure compliance with all federal, state, and local income and franchise tax laws and regulations.
• Work with both internal and external tax providers to ensure complete and timely filings and reporting of all income taxes to the proper taxing authorities.
• Manage all year-end income tax accrual computations in accordance with ASC 740, and issuance of financial statements and reporting.
• Interact with all federal, state, and local representatives and represent GreatAmerica in all tax controversies from identification to resolution.
• Proactively look for areas where taxes can and do impact the core business processes of GreatAmerica and look for opportunities to improve processes and/or mitigate risks throughout the income tax function via tax planning.
• Analyze tax statutory changes and quantify the impact of changing legislation and the role it plays in overall corporate strategy and structure.
• Provide leadership in executing accounting and tax-related engagements, ensuring alignment with established internal standards and enterprise priorities.
• Lead the preparation and review of annual income tax provision and financial statement reporting processes, providing technical oversight related to ASC 740 and external reporting.
• Direct quarterly and annual income tax provision computations, incorporating statutory changes and complex legal entity considerations to support strategic tax decision-making.
• Oversee the preparation and review of federal, state, and local income tax returns, driving accuracy, consistency, and timely execution across filing obligations.
• Provide strategic review of tax returns and related analyses, assessing the impact of legislative developments and state statutory changes across the organization.
• Serve as the lead representative with the IRS and other taxing authorities, managing tax administration, controversy matters, and audit defense with professionalism, credibility, and sound judgment.
• Lead the review and resolution of income tax correspondence, including stakeholder management, to address income tax notices and drive timely resolution with taxing jurisdictions.
• Champion quality control and governance practices to ensure the accuracy, completeness, and reliability of tax computations for financial statement and external reporting purposes.
• Conduct and oversee complex tax law and accounting research, synthesizing findings into technical memoranda and providing recommendations for leadership decision-making.
• Lead cross-functional and departmental projects throughout the year, providing direction, visibility, and effective communication to finance leadership.
• Partner with management to identify income tax risks, evaluate potential business impacts, and implement practical mitigation strategies that strengthen compliance and reduce exposure.
• Support broader tax operations through indirect tax filings and monthly reconciliations, ensuring continuity, accuracy, and operational discipline.
• Serve as a trusted advisor to business operations, building strong partnerships across corporate, business unit, and functional leadership to align tax priorities with organizational goals.
• Review and validate supporting analyses and documentation for tax reporting, proactively resolving inconsistencies and elevating the quality of information used in decision-making.
• Provide oversight of the account reconciliation process, resolving discrepancies and identifying opportunities to improve efficiency, control, and process standardization.
• Collaborate with leadership to identify, evaluate, and execute strategic tax opportunities that support enterprise value creation and long-term business objectives.
• Advance the strategic direction, operating discipline, and professional standards of GreatAmerica tax and finance through leadership, accountability, and continuous improvement.

Requirements

• Bachelor’s degree in accounting or equivalent experience.
• 4-8 years of experience in a large professional services or public accounting firm, or other equivalent experience.
• Candidates with a combination of tax technical background and compliance will be considered.
• Computer Skills: Microsoft Office (strong Microsoft Excel skills), research software (RIA, CCH) preferred, tax preparation software (Income Tax) preferred.

Qualifications

• Self-motivated with strong verbal and written communication skills, analytical in decision making, and strong problem-solving skills.
• Proficient in analyzing tax statutory changes and quantifying the impact of changing legislation and the role it plays in overall corporate strategy and structure.

Skills

• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and ability to meet deadlines.
• Ability to handle multiple tasks and prioritize effectively.

Benefits

Financial Benefits: Competitive Compensation, Monthly Bonuses for Eligible Employees, 401(k) and Company Match, Annual Profit Sharing, Paid Time Off, Health, Wellbeing, And Family Planning Benefits, Paid Vacation - starting at 80 hours annually for employees in their first year of service, Paid Sick Days - Ten (10) per year with a conversion option for unused time, Ten (10) Paid Holidays per year, Gym Reimbursement, Health Insurance, Dental Insurance, Vision Insurance, Short-Term and Long Term Disability, Company Paid Life Insurance, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), Employee Assistance Program, Parental Leave, Education And Career Planning Benefits, Tuition Assistance, Networking Opportunities, Leadership Development Opportunities, Perks: Paid Parking, Service Awards, Hybrid work arrangements, Business casual environment, Strong organizational culture focused on our greatest asset: you!