Tax Specialist

Responsibilities

Prepare and review federal, state, and local tax filings applicable to banking and financial services entities. Assist in coordinating the review of these returns. Anticipate audit issues and escalate issues as appropriate.

Tax Accounting - Preparation/review of quarterly tax provisions prepared under IAS. Assist in coordinating the review by SG’s external auditors. Answer any queries from the external auditor related to the provision. Assist in the preparation and review of quarterly business plan projections to support the financial statement benefits of deferred tax assets.

Tax Analysis – Analyze, research and document tax issues as needed for compliance, audit and provision purposes. Analyze large datasets for tax reporting, forecasting, and audit support.

Technology - Maintain and enhance tax data workflows, reconciliations, and controls. Leverage technology tools to improve efficiency, accuracy, and transparency in tax reporting. Document workflows, controls, and technical processes. Identify opportunities for process automation, standardization, and risk reduction. Leverage technology tools to improve efficiency, accuracy, and transparency in tax reporting.

Requirements

Experience in US tax compliance. Experience in IAS tax accounting. Technical Skills Required: Strong technology skills and experience with data tools to manage compliance and reporting. Ability to participate in tax technology initiatives, including automation, reporting tools and system enhancements. Prior Work Experience Required: 5-7 years tax experience preferably with some experience working in an accounting firm, or financial services company.

Qualifications

B.A. or B.S. in Accounting or Masters in Tax.

Skills

Strong technology skills and experience with data tools to manage compliance and reporting. Ability to participate in tax technology initiatives, including automation, reporting tools and system enhancements.

Benefits

Base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.