Tax Management Specialist

2 days ago


Madison, Wisconsin, United States Truity Partners Full time
Job Title: Tax Manager

Our client, a leading financial services company, is seeking a highly skilled Tax Manager to lead their income tax area and drive business growth.

Key Responsibilities:
  • Manage the income tax function, ensuring timely estimated tax payments and preparation and filing of income tax returns.
  • Oversee the preparation of tax account reconciliations, documentation for annual reporting, and maintenance of accuracy and integrity of the general ledger with respect to all taxes.
  • Responsible for quarterly calculation, analysis, and sign-off on federal tax provisions, including managing the annual third-party audit of the company tax provisions.
  • Manage controls over the tax provision processes and testing of those controls under the Financial Reporting Compliance Controls (FRCC) structure.
  • Develop and review tax savings strategies, including assessing the feasibility and technical tax authority supporting such strategies.
  • Serve as an expert resource to business unit actuaries, CFOs, and financial reporting associates regarding tax liability and expense issues.
  • Act as a tax subject matter expert and resource for the organization in regards to tax accounting, valuation, and financial reporting in general.
Requirements:
  • 5+ years of related experience, with public accounting experience preferred.
  • Strong understanding of Statutory and GAAP accounting principles and requirements.
  • Excellent written and verbal communication skills with the ability to interact with all levels of the organization.
  • Experience in business, trusts, and estates preferred.
  • Strong computer skills, including Microsoft Excel and experience with tax software.
  • Bachelor's degree in Accounting, with CPA preferred.


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