Senior Associate, Tax Compliance & Reporting
Core
Ensure compliance with federal, state, and local tax regulations, handle complex tax matters for partnerships and corporations, and provide strategic tax analysis using data-driven tools.
Role type
Senior tax compliance and reporting associate
Builds
Accurate tax filings, financial reporting provisions, and tax risk mitigation strategies for North American entities
Domain
Accounting / Tax Law / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax law research, tax return preparation, tax provision calculation, tax payment coordination, regulatory compliance analysis, tax risk management, financial reporting data entry, tax legislation tracking, merger/acquisition tax support, indirect tax handling
Preferred skills
CPA certification, Master's degree in accounting, public accounting or corporate tax department experience, experience with tax research software, Sage depreciation software, AI-enabled tools
Technologies
Tax research software, Sage, Microsoft Office Suite, AI-enabled tools
Responsibilities
Prepare and file U.S. federal, state, and local income tax returns for partnerships and corporations; Calculate quarterly U.S. tax distributions and state withholding payments; Calculate annual tax provision and input data to financial reporting systems; Conduct research on tax laws to ensure compliance and identify savings; Resolve federal and state tax notices; Maintain knowledge of tax legislation updates; Assist with special projects like mergers and acquisitions.
Seniority
Senior, hands-on IC