Senior Tax Strategist

5 days ago


Irvine, California, United States Addison Group Full time

**Job Title:** Senior Tax Strategist

**Location:** Irvine, California

**Salary:** $190,000 - $220,000 + Bonus + Equity

**Job Description:**

We are seeking an experienced Senior Tax Strategist to join our team at the Addison Group. As a key member of our tax department, you will play a crucial role in shaping our tax strategy and ensuring compliance with federal and state tax regulations.

In this role, you will be responsible for performing technical reviews of partnership and corporate federal and multi-state tax returns, including reviewing all related work papers and adherence to SOX compliance requirements. You will also coordinate with accounting and finance departments to gather/provide information required for tax planning and compliance reporting requirements.

Your expertise will be invaluable in reviewing income tax provisions in accordance with ASC 740, as well as quarterly and annual SEC filings and disclosures. You will also oversee indirect tax compliance and reporting requirements, including research, analysis, and communication with senior management regarding sales and use tax matters.

You will manage external tax service provider workflow and communicate with accounting and finance departments to ensure timely filing and reporting of tax-related items. Additionally, you will analyze impacts on income tax reporting with changes to business structure and other transactions.

Analyze TRA liability calculations, valuation allowances, and tax provisions in collaboration with outside tax service providers. Manage external tax providers to prepare studies regarding R&D tax credits and Sec. 174 capitalization/amortization. Handle external tax audits that include income, sales and use, property taxes.

As a strategic tax partner, you will proactively assess and identify opportunities for tax savings and provide feedback in the form of ad hoc analysis and/or presentations.

**Required Skills and Qualifications:**
  • Bachelor's degree in accounting, finance, or related field
  • 7+ years' experience in federal and state taxation
  • Preparation and review experience of federal and state tax returns for corporations and partnerships
  • Active CPA preferred
  • Experience with accounting for income taxes in accordance with ASC 740
  • Previous Big 4 or large CPA firm experience preferred
  • Management experience
  • Excellent research and writing skills
  • Analytical ability to develop and implement improvements or recommendations
  • Strong attention to detail and high-level of accuracy
  • Ability to handle extremely sensitive information requiring utmost discretion and confidentiality
  • Strong written and verbal communication skills, excellent organizational skills
  • Strong Excel skills required


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