Lead Tax Strategist

2 weeks ago


Houston, Texas, United States Brewer Morris Full time

Key Responsibilities:

  1. Oversees the preparation of tax provisions and financial reporting for separate entities, addressing both permanent and temporary differences, as well as federal and state tax characteristics, including tax accounting for equity compensation.
  2. Ensures accuracy of balances within tax provision software related to gross temporary differences.
  3. Collaborates with external tax advisors, legal consultants, and other professionals, reviewing their insights and fostering strong relationships.
  4. Manages the preparation and filing of federal and state income tax returns, extensions, and estimated tax payments.
  5. Calculates FIN 48 reserves and evaluates the overlap of FIN 48 NOL valuation allowances.
  6. Recruits, mentors, and leads a team of junior tax specialists, fostering their professional growth.
  7. Supervises the calculation of return-to-provision adjustments and the preparation of necessary journal entries.
  8. Engages with federal regulatory bodies and external auditors, providing prompt responses to inquiries and addressing complex corporate tax matters.
  9. Conducts thorough tax research and analysis on a variety of tax-related issues.
  10. Stays informed on current federal and state tax legislation to ensure compliance.
  11. Maintains adherence to SOX controls and updates these controls as necessary.
  12. Responsible for accounting related to acquisitions.
  13. Participates in cross-departmental project teams focused on significant company initiatives.
  14. Follows internal standards, policies, and procedures diligently.
  15. Performs additional duties as required.

Required Qualifications:

  1. Bachelor's degree in accounting is mandatory.
  2. 6 to 7+ years of experience in a corporate tax environment and public accounting.
  3. Extensive knowledge of federal, state, and local income tax regulations.
  4. Strong understanding of GAAP principles.
  5. A Master's degree in taxation is preferred.
  6. Certification as a Certified Public Accountant (CPA) is highly regarded.

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