Financial Reporting and Tax Specialist

3 weeks ago

Rancho Cordova, United States BANK OF MARIN Full time
Job DescriptionJob Description

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Financial Reporting & Tax Specialist at our corporate office in Novato.

This position leads the Company’s tax planning and compliance activities and reporting requirements; manages the preparation of SEC reports, regulatory and internal reports in compliance with GAAP, SEC regulations and the Bank’s policies and procedures; and develops and maintains reliable accounting information fulfilling financial reporting requirements for both internal and regulatory purposes, and for management planning and decision making.

Essential Job Functions:

  • Leads tax planning and compliance activities, including but not limited to 1) corporate tax strategy discussions with management and external tax accountants, 2) monthly, quarterly and annual income tax-related calculations and related workpapers, 3) tax return support and review, 4) quarterly estimated tax payments, and 5) tax disclosures in accordance with generally accepted accounting principles (GAAP). In addition, this position will lead the tax integration process for mergers and acquisitions, analyze complex transactions and make recommendations to executive management for tax strategies, write tax position memorandums, and coordinate responses to tax authority examinations.
  • Leads month-end, quarter-end and annual Bank and consolidated income tax close process. Produces income tax variance analysis and reports for internal and external reporting purposes.
  • Prepares or reviews quarterly financial reports to investors, SEC and banking regulators, including but not limited to 8-K, 10-Q, 10-K, Y-9s, 13F, Earnings Release, and investor presentations. Provides support for the preparation of internal reports to management, the Board of Directors and Committees.
  • Monitors the development, applicability and implementation of emerging generally accepted accounting principles (GAAP) and SEC/bank regulator rules and regulations; researches and recommends proper accounting treatment in accordance with GAAP; assists with the implementation of new accounting pronouncements and changes to SEC financial reporting rules and regulations; and writes accounting position memos and policies.
  • Evaluates and understands new and existing complex accounting areas such as stock-based compensation, leases, loan accounting, derivatives, and business acquisitions/combinations.

Job Skill Level/Additional Requirements:

  • Ability to work independently as well as be part of a collaborative team.
  • Strong current knowledge of US GAAP, SEC reporting rules and regulations, and internal controls.
  • CPA required.
  • Excellent organizational, analytical and problem-solving skills.
  • Detail oriented with the solid ability to manage multiple time-sensitive tasks and priorities.
  • Experience with financial transformation and systems automation a plus.
  • Excellent communication skills (written and verbal) and interpersonal skills.
  • Proficient in Microsoft Word and Excel (advanced computer skills desirable).
  • Familiar with SEC XBRL tagging (desirable).
  • Ability to work independently as well as be part of a collaborative team.

Professional / Educational Requirements:

Bachelor’s degree (B.A.) from four-year college or university; or equivalent combination of experience and/or training.


The hiring pay range for this position is $93,776 to $138,199. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.

Bank of Marin is an equal opportunity employer. EOE AA M/F/Vet/Disability

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