Income Tax Manager

Tax Manager (Income)

About the role

The Tax Manager (Income) is responsible for the review of federal and state & local tax compliance, federal and state & local income tax provision calculation and documentation for financial statement reporting, reconciliation of lease asset portfolio and deferred tax items and all related federal and state & local income research, planning and support.

Responsibilities

• Review all federal, state, & local income tax compliance including tax returns and workpapers to ensure all data is accumulated and analyzed for reporting.
• Review federal, state, & local quarterly estimated tax calculations and estimated tax payments.
• Aid in federal income tax examinations including but not limited to, gathering and analyzing data in response to Information Document Requests.
• Prepare and review of consolidated federal, state, & local income tax provision and separate income tax provisions for insurance entities, including review of deferred tax reconciliations, effective tax rate reconciliation, tax accounts, and reporting.
• Monitor new general ledger accounts, document book and tax treatment to ensure proper income tax accounting and identify and maintain federal tax reserves (Fin 48).
• Review and reconcile fixed assets for income tax purposes, primarily lease vehicle portfolio.
• Manage federal and state local income tax information returns.
• Aid Senior Manager with periodic tax planning strategy evaluation.
• May manage annual Form 1099 IRS notice responses and penalty abatement process, and assist in preparation of Form 1098 to comply with IRS requirements and customers’ inquiries.
• Review and prepare foreign payment reporting and work with Accounting & Treasury to ensure compliance with federal tax withholding and reporting obligations including but not limited to annual foreign withholding tax returns, BEPS report preparation, Pillar 2 global minimum tax, and all other foreign affiliate requests.
• Support annual preparation of transfer pricing analysis.
• Perform ad-hoc federal, state, & local tax research and documentation including support pertaining to new business initiative and associated tax implications.

Requirements

• Minimum 5-7 years’ progressive experience with income tax and tax preparation software and lease servicing systems.
• Public accounting experience preferred.
• Automotive or financial services industries preferred.
• Bachelor’s degree in Accounting, Business, Finance, Economics or related field.
• CPA and/or Masters in Business Taxation preferred.

Qualifications

• Technical knowledge in the area of federal, state, & local income tax.
• Proven knowledge of tax laws with the ability to research complex federal, state, & local income tax issues.
• Proven knowledge of lease servicing systems.
• Strong research skills and proficient with tax preparation software.
• Excellent Microsoft Office skills with proven ability using Microsoft Excel and Access.
• Ability to research complex tax issues and provide guidance and support.
• Proven knowledge of lease servicing systems.
• Strong analytical and organizational skills.
• Strong interpersonal communication skills.
• Strong business and technical writing skills.
• Problem solver and strong decision-making ability.
• Ability to manage multiple priorities.
• Must be able to establish a high level of credibility with all levels of internal operations and external clients.
• High level of integrity and work ethic.
• Self-starter and highly motivated (must be confident in own strength and ability to achieve goals).
• Must be creative and innovative (have the ability to search and find new solutions).
• Ability to understand business objectives and their relationship to the importance of individual projects.
• Exceptional attention to detail and quality.
• Ability to work autonomously and in a team environment.
• Excellent verbal and written communication, including presentation skills.
• Excellent interpersonal skills to successfully collaborate with cross functional departments.
• Strong orientation toward results coupled with reputation for integrity, creativity and good judgment.
• Must have the ability to challenge, when appropriate, existing practices.

Skills

• Technical knowledge in the area of federal, state, & local income tax.
• Proven knowledge of tax laws with the ability to research complex federal, state, & local income tax issues.
• Proven knowledge of lease servicing systems.
• Strong research skills and proficient with tax preparation software.
• Excellent Microsoft Office skills with proven ability using Microsoft Excel and Access.
• Ability to research complex tax issues and provide guidance and support.
• Strong analytical and organizational skills.
• Strong interpersonal communication skills.
• Strong business and technical writing skills.
• Problem solver and strong decision-making ability.
• Ability to manage multiple priorities.
• Ability to establish a high level of credibility with all levels of internal operations and external clients.
• High level of integrity and work ethic.
• Self-starter and highly motivated (must be confident in own strength and ability to achieve goals).
• Ability to understand business objectives and their relationship to the importance of individual projects.
• Exceptional attention to detail and quality.
• Ability to work autonomously and in a team environment.
• Excellent verbal and written communication, including presentation skills.
• Excellent interpersonal skills to successfully collaborate with cross functional departments.
• Strong orientation toward results coupled with reputation for integrity, creativity and good judgment.
• Ability to challenge, when appropriate, existing practices.

Benefits

• Medical, dental, and vision plans with no-cost and low-cost options.
• Annual employer HSA contribution.
• 401(k) matching and immediate vesting.
• Vehicle purchase and lease discounts, plus monthly vehicle allowances by job level: Associate / Sr. Associate: $350 Manager / Sr. Manager: $600 Director: $800 Executive Director: $900 VP or Above: $1,000
• 100% employer-paid life and disability insurance.
• No-cost health and wellbeing programs, including a gym benefit.
• Six weeks of paid parental leave.
• Paid Volunteer Time Off, plus a company donation to a charity of your choice.

Pay

$88,000.00 - $136,400.00

Schedule

Full-time