Tax Manager

Basic Function

The purpose of this position is to oversee all activities in the Tax finance function as required by the company and external regulators. Responsibilities will include tax research and planning, income tax and indirect tax compliance, and assisting with other areas such as tax incentives and employment tax.

Essential Responsibilities

• Oversee all activities of the tax function to ensure accurate and timely management of all tax components including direct and indirect tax filings, reconciliation, and payments; External Partner relationship management; Shareholder relations; Tax projections; Tax Research and process implementation.
• Conduct complex tax analysis and projections for company distributions and financial forecasts.
• Research complex tax regulations and applicability to the company’s operating footprint.
• Oversee securing tax incentives and reviewing compliance with program requirements.
• Coordinate and resolve tax audits as they arise and lead responses to notices from governmental tax authorities.
• Lead and facilitate implementation of new processes and procedures including any use of supporting technologies.
• Identify areas for process improvement and implement changes to increase efficiency and accuracy.
• Oversee the vendor relationships with external tax preparers, regulatory bodies, and software vendors.
• Serve as the main liaison and look for opportunities to expand relationships.
• Prepare and present tax analysis and strategies to senior management.

Management Responsibilities

• Lead and motivate team by ensuring right talent is in the right role for the success of the organization, which may include hiring and terminating employees.
• Coach and counsel team members on areas such as workflow, process and procedure, customer service and client consulting.
• Prepare and conduct performance feedback that defines future goals and objectives and hold employees accountable.
• Foster a high-performance culture by supporting career development and advancement for team members.
• Responsible for timesheet management, including responding to PTO/RTO requests and approving timesheets.
• Participate in compensation decisions for team members, as applicable.
• Facilitate regularly scheduled meetings to foster teamwork.
• Attend team and enterprise meetings, as well as leadership training opportunities offered internally and externally.
• Coordinate initial and ongoing training with Growth & Development and team members on established processes and procedures.
• Support and maintain standardized processes to ensure efficient and effective quality service according to established quality guidelines.
• Provide backup assistance for team members, as necessary.

Additional Responsibilities

• Work with internal and external CPAs.
• Assist with monthly financial reports and general ledger journal entries.
• Responsible for ensuring compliance with all state, federal and local tax laws.

Knowledge, Skills and Abilities

• Leadership, management, and team-building skills.
• Time and process management, including the ability to prioritize multiple simultaneous deadlines, set priorities and work under pressure.
• Strong accuracy and attention to detail.
• Analytical reasoning and problem-solving skills to identify challenges, analyze data, and resolve issues.
• Integrity, discretion, and respect for confidentiality and privacy.
• Strong financial skills and understanding of financial concepts and business principles.
• Solid written and verbal communication skills.

Qualifications

• Education: Bachelor’s Degree in Accounting or Finance is required.
• Licensing: CPA preferred.
• Experience: 7+ years of accounting experience; 5+ years’ experience in a Tax Analyst, Tax Accountant, or related position preferred. Prior managerial and leadership experience preferred.

Competencies

In addition to the responsibilities, knowledge, skills, and abilities outlined in this job description, the Company also assesses and develops employees based on core and technical competencies through a performance management process. Competencies applicable to this role include:

Core Competencies

• Trust: Build trust through honest and caring actions and consistently do the right thing.
• Communication: Seek understanding to convey messages and information to others in a caring and constructive manner.
• Client Focus: Establish meaningful relationships with clients (internal and external) by supporting their unique potential and delivering an impactful experience.
• Teamwork: Contributes to the success of the organization by effectively influencing others and uplifting their experiences and unique strengths.

Technical Competencies

• Financial Knowledge, Principles & Practices: Invests in the development of financial knowledge and applies relevant financial principles and practices throughout daily responsibilities to deliver quality work and accurate outcomes.
• Analytical Skills: Ability to identify an opportunity and/or root cause, apply logical reasoning to analyze the facts, and develop and execute an effective outcome.
• Workflow & Systems Knowledge: Actively contributes to defined workflows, including related processes, procedures, and deliverables, and utilizing resources to deliver a world class client experience and adhering to compliance requirements.

Benefits

• Paid Parental Leave and supportive New Parent Benefits.
• Company paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k.
• Generous time off practices in addition to paid holidays.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities.
• Inclusion & Belonging Programs including a paid Diversity Day time-off option, Uniquely United Committee, Employee Resource Groups, and development programs.
• Consistent merit increase and promotion opportunities with annual reviews.
• Discretionary bonus opportunity.