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Senior Tax Strategist

2 months ago

Madison, Wisconsin, United States Truity Partners Full time

Company: Truity Partners

Position: Senior Tax Strategist

Sector: Accounting & Finance

Employment Type: Permanent

Job Overview:
Truity Partners is seeking a dedicated Senior Tax Strategist to enhance our financial services team. This role will oversee the income tax domain and engage in various projects, offering ample opportunities for professional development within a supportive work environment. Our organization prides itself on a culture that prioritizes family values, promotes a healthy work/life balance, and provides comprehensive benefits to our employees.

Key Responsibilities:

  • Oversee the timely execution of estimated tax payments and ensure the accurate preparation and submission of income tax returns.
  • Manage the preparation of tax account reconciliations and maintain the integrity of the general ledger concerning all tax-related matters.
  • Conduct quarterly calculations, analyses, and approvals of federal tax provisions, including overseeing the annual third-party audit of tax provisions.
  • Implement and manage controls over tax provision processes and perform testing under the Financial Reporting Compliance Controls (FRCC) framework.
  • Develop and evaluate tax savings strategies, ensuring feasibility and compliance with technical tax authority guidelines.
  • Act as a resource for business unit actuaries, CFOs, and financial reporting teams regarding tax liabilities and expenses.
  • Serve as a subject matter expert in tax accounting, valuation, and financial reporting.
  • Engage in additional tax-related projects and analyses as required.

Qualifications:

  • A minimum of 5 years of relevant experience, with a preference for candidates with public accounting background.
  • In-depth knowledge of Statutory and GAAP accounting principles.
  • Exceptional written and verbal communication skills, capable of engaging with all organizational levels.
  • Experience with business, trusts, and estates is advantageous.
  • Proficient in Microsoft Excel and familiar with tax software.
  • A Bachelor's degree in Accounting is required.
  • CPA certification is preferred.

Truity Partners is an Equal Opportunity Employer.