Lead Tax Compliance Specialist

2 weeks ago

Marietta, Ohio, United States Peoples Bancorp (OH) Full time

Shape Your Career with Us:

Are you considering a career transition or looking to embark on a new professional journey with a dynamic organization known for its exceptional workplace culture? You’ve come to the right place.

Join us as we strive to become the premier Community Bank in America.

Our guiding principle is to collaborate and support each other in achieving our professional aspirations, just as we assist countless clients in reaching their financial objectives.

Peoples Bank stands among the top 150 banks in the United States, boasting 130 full-service branches across multiple states. We also operate Specialty Finance offices in various locations. Our commitment as a community bank drives us to channel our resources towards enhancing the communities we serve.

The Peoples Bank Foundation proudly commemorated its 20th anniversary, having contributed over $7 million to local initiatives since its establishment.

We take pride in our national recognitions that highlight our company culture and affirm our status as an excellent workplace:

American Banker Best Banks to Work For in recent years, Top Workplaces USA awards, and Newsweek's America's Best Banks accolades. At Peoples Bank, we recognize that life encompasses more than just work.

We also appreciate that a positive work environment and comprehensive employee benefits significantly enhance our associates' lives.


That’s why we are dedicated to providing an attractive benefits package, which includes: a 401(k) retirement plan with employer matching, an employee stock purchase plan, various educational assistance programs such as student loan and tuition reimbursement, paid time off, and much more.

For complete details regarding our benefits offerings, please visit:
Position Overview:

This role is designed to support the VP Tax Manager with tax accounting responsibilities for the organization, focusing on tax compliance issues.

The position entails aiding in the interpretation, analysis, and provision of tax guidance and support to the VP Tax Manager concerning new and complex matters.

Coordination with external parties providing tax assistance will also fall under the purview of this role. This position will serve as a resource for ad hoc analyses related to cross-functional initiatives.

Key Responsibilities:

Oversee tax compliance, ensuring timely submission of state and federal returns, tax payments, and coordination with external partners.

Assist with tax compliance and related accounting matters concerning new products/services and new accounting standards.

Support mergers and acquisitions from a tax perspective, focusing on due diligence and the appropriate tax treatment of transactions and ongoing compliance.

Ensure adherence to GAAP and SOX regulations concerning tax matters and controls.

Foster an efficient and productive working environment within the department through effective communication with the VP Tax Manager.

Review journal entries and reconciliations as assigned, identify discrepancies, and collaborate across departments to resolve issues promptly.

Ensure the accuracy of the fixed asset subledger, assist in identifying and rectifying discrepancies, and maintain precise records.

Aid in monitoring workflow to guarantee timely completion of tax obligations. Contribute to departmental process enhancements by seeking efficiencies, reducing errors, and ensuring quality control. Undertake special projects as assigned.

Qualifications and Skills:
Bachelor's degree in Accounting or Finance. Certified Public Accountant (CPA) designation is preferred. A minimum of 4-5 years of experience in a tax-related role is desirable.

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