Head of Tax

Head of Tax

Requirements

• Bachelor’s degree in Accounting or Finance or related discipline/equivalent experience.
• CPA and/or master’s degree in Accounting or Taxation preferred.
• 12-15 years of experience in public accounting or in a large corporate environment.
• Strong technical background in review and preparation of partnerships.
• Working knowledge of special allocations and capital accounts under Section 704.
• Strong technical knowledge of Generally Accepted Accounting Principles (GAAP) and GAAP audits.
• Proven ability to work independently to identify tax issues and propose solutions.
• Excellent analytical, problem-solving skills and presentation skills including advanced Microsoft Office Suite skills (Excel, Word, PowerPoint, and Teams).
• Detail-oriented and ability to manage multiple work streams and adjust priorities as needed in a deadline-driven environment.
• High attention to detail, pro-active, resourceful, well-organized, and possessing good time management.

Responsibilities

• Calculate and maintain partnership adjustments, including waterfall calculations and partner tax basis tracking.
• Lead tax due diligence as needed, including evaluation of tax purchase price allocations, and recording of tax accounting journal entries.
• Coordinate preparation of federal, state, and local tax returns and supporting schedules.
• Prepare and/or review tax workpapers to support tax filings (book/tax adjustments and reconciliations, state apportionment compilation, etc.).
• Review, analyze, and recommend automation for calculating partnership tax adjustments and tracking differences in book and tax basis.
• Calculate quarterly partner distributions, as needed.
• Coordinate with other members of the Finance Group on: Quarterly tax provisions, including related reporting disclosures and management reports; Review of quarterly forecasted income tax projections and effective tax rates; Maintenance of tax basis balance sheets and deferred tax inventory supporting schedules.
• Lead tax planning initiatives, research and document technical tax issues, e.g., draft technical tax memorandums on proposed transactions.
• Monitor developments in applicable areas of tax law to determine the impact on the Company’s tax return position.
• Oversee indirect tax processes and consult on related matters.
• Manage and facilitate tax audits of Company entities and respond to tax notices.
• Develop and maintain a strong internal control environment within the Tax/Finance Group.
• Prepare income tax footnotes to be included in the Company’s annual financial statements.
• Lead transfer pricing discussions and documentation as needed.

Preferred Qualifications

• CPA and/or master’s degree in Accounting or Taxation preferred.
• Prior experience with M&A and related tax due diligence, a plus.
• Knowledge of foreign branch taxation, a plus.
• Prior experience with indirect tax, a plus.
• Knowledge of Oracle NetSuite, a plus.