Tax Senior

2 weeks ago


Irvine, California, United States Jobot Full time
About the Job

We are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will be responsible for handling the company's day-to-day direct tax compliance and planning to ensure timely tax reporting compliance, suggest effective tax planning, drive process improvement, and minimize tax costs and department costs to the company.

Responsibilities
  • Assist with annual preparation of tax returns utilizing Oracle, Alteryx, and Corptax.
  • Ensure the compliance process is working to deliver the extension filings along with related payments for all company entities.
  • Maintain proficiency with respect to current tax laws and tax law changes. CCH Tax Research service, and planning opportunities.
  • Strong research and memorandum writing skills are required to help document positions as well as correspond with external investors and partners.
  • Help tax team monitor status of electronic filing of tax returns through Corptax to ensure timely filing / acceptance by taxing authorities.
  • Assist in preparing/reviewing annual partnership tax returns and ensure that the related estimated K-1 schedules are issued to owner-doctors by April 1 of each year.
  • Assist with preparation of real estate entity tax returns; provide real estate K-1s to investors.
  • In connection with the sale / transfer of an interest in a dental or real estate partnership, as soon as possible after the close of each transfer, calculate the year-to-date allocation of profits to the selling partner, the partner's basis, and the resulting gain or loss upon sale.
  • Engage in research, technology or other projects as needed.
  • Act as mentor, support, and assist in the development and training of staff.
  • Bring forth ideas to improve processes and materials.
  • Maintain an appropriate professional appearance and demeanor in accordance with Company policy.
  • Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies.
Qualifications
  • Bachelor's Degree and at least 3 or more years of experience related to corporate tax work. In lieu of degree, 5+ years of experience is required.
  • Experience managing and coaching others.
  • Preferred: CPA and JD or Master's degree, 4 or more years of corporate tax experience.

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