Treasurer and Tax Manager
About the role
Reporting to the Director of Finance, the Treasurer & Tax Manager is responsible for managing and administering the day-to-day tax activities of the company, including income, payroll, sales and use, GST, and excise tax matters. This role also covers compliance work for supplier creation and fixed assets, and develops and delivers all tax planning and compliance services within the North American region under both U.S. GAAP and IFRS standards. Additionally, the position manages the corporation’s cash flow and both short- and long-term investments.
Responsibilities
- Plan, develop, and execute corporate tax strategies and policies consistent with corporate operational goals.
- Review proposed transactions in their formative stages and advise or propose changes to achieve the best tax result.
- Identify and propose interpretations of law and alternate approaches consistent with corporate objectives.
- Manage the tax research process and the use of outside advisors; advise top management of relevant tax impacts of new or proposed legislation, decisions, regulations, and rulings.
- Encourage operating management to seek appropriate tax advice by promoting tax consciousness and awareness throughout the company.
- Coordinate and manage the tax return preparation, documentation, and payment process for Federal, State, and Canadian (GST/PST) requirements.
- Ensure proper collaboration and coordination with corporate tax planning strategies.
- Responsible for the overall determination of taxable income, allowable credits, tax elections, related statements and disclosures, transfer price documentation, and multi-state apportionment.
- Represent the company in revenue agent examinations and inquiries; determine effective presentation and defense strategies.
- Resolve tax interests in the company’s best interest; negotiate and challenge proposed revenue agent adjustments.
- Prepare and file refunds, carry back claims, protests, and administrative appeals on all tax matters.
- Manage tax challenge work at the appeals/litigation level.
- Manage financial statement reporting and disclosure requirements related to income taxes; calculate book income tax provision and document relevant exposures.
- Work with the financial accounting team to achieve quarterly and annual reporting deadlines and streamline information flows.
- Design and implement a cash management system; analyze financial records to forecast short-, medium-, and long-term financial position and budget requirements.
- Evaluate the need for procurement of funds and investment of surplus; advise management on investments and loans for short- and long-range financial plans.
- Prepare cash flow and other financial reports for management.
- Develop policies and procedures for account collections and extension of credit to customers.
- Perform other duties and projects as assigned.
Requirements
- At least five years of public accounting and industry experience, including federal, multi-state, and international income tax responsibilities.
- Experience in a manufacturing organization or a public accounting firm providing support to manufacturing clients.
- Prior experience in sales and use, payroll, and property taxes.
- Hands-on experience in US GAAP to IFRS conversions and dual-reporting frameworks.
- Demonstrated success planning, developing, and executing high-level tax strategies.
- Proven experience with cash flow modeling and long-term financial roadmaps in collaboration with global/group treasury teams.
- Strong written and verbal communication skills; ability to establish effective working relationships at all levels.
- Comfortable working as an individual contributor and capable of augmenting support from outside agencies.
- Experience with tax compliance and cash management tools, bank account verification software, and ERP systems.
- Strong Google Suites and Microsoft Office computer skills.
Qualifications
- Bachelor’s degree with an emphasis in business, finance, or a related discipline.
- An MBA is preferred.
Internal & External Connections
- Finance Director, FP&A team, Accounting team, IT, Group treasury team, Group Tax team.
- Tax solution provider, Tax consultant (EY), State/Federal administration.
Pay
Base Salary Range between $120,000 – $165,000 per year, plus a potential annual bonus based on performance metrics. Actual pay determined by experience level, skills, qualifications, and work location.
Schedule
This position is located in West Bend, WI. Travel requirements include up to 5% of the year, including a potential annual trip to the global corporate office in France.
Benefits
- Comprehensive benefits program including Medical, Dental, and Vision.
- Matching 401k.
- Tuition reimbursement.
- Volunteer program.
- Wellness activities.
- Employee and family activities throughout the year.