Tax Manager - Accounting & Reporting/Provision
San Jose Metro Area, CA
Perform detailed review of worldwide GAAP tax provision (federal and foreign) and ASC 740 accounting, including footnotes, disclosures, permanent/temporary differences, discrete items, rate reconciliation, inventory of deferred assets/liabilities, taxes payable and deferred roll forwards/reconciliations, valuation allowances, tax rates, return-to-provision adjustments, and tax journal entries.
Manage and maintain appropriate processes, procedures, systems, controls and documentation to ensure accuracy of financial statement tax provisions, disclosures and supporting analysis.
Review tax reserves (FIN 48 & FAS 5) and related disclosures with respect to the U.S. And non-U.S. Operations, including monitoring the tax environment to ensure that the tax reserves are reasonable and lead any voluntary disclosures that may be required.
Ensure all tax accounts/information is properly reflected in the financial statements, including income taxes payable, deferred assets/liabilities, provision for income taxes (current and deferred provision), tax adjustments in the statement of cash flows and stockholders equity as well as coordination with the Company s auditors
Monitor and document the control environment and ensure that all SOX controls and procedures are in place and operating effectively; efficiently and effectively work with SOX, IA and external F/S auditor teams on all related tax matters
Assist with tax rate and DTA model under Comprehensive Capital Analysis & Review ( CCAR ) compliance requirement and other bank regulatory reporting
Communicate tax matters in a clear and concise manner with various audiences to facilitate understanding of transactions applicable
Support team in review and preparation of federal, state & local income tax compliance, annual domestic income and franchise tax returns, as needed Research and interpret federal and state tax statutes, regulations, and rulings, as well as local tax ordinances to ensure that the company is compliant Assist with performing various analyses for planning strategies
Recognize opportunities within the department to obtain best practices as they relate to accuracy, efficiency and timeliness using technology and assist with implementation
Support tax audits with respect to U.S. Operations and properly responding to all information document requests (IDRs)
Maintain a coordinated line of communication with business operations and key company resources in the organization
Support special projects work, as needed by tax management;
Collaborate and manage external advisors and budgets
Assist in the identification of ongoing training and professional development needs of the tax team and other departments on tax topics where needed
Bachelor s Degree in Accounting or equivalent MST or CPA preferred.
7 or more years of public accounting or corporate tax experience, preferably with federal, state and local compliance experience.
Strong analytical, tax technical and research skills required.
Self-starter with strong interpersonal and communication skills
Ownership of areas of responsibility and accountability in providing accurate and timely deliverables
Banking industry experience is a plus, but not required.
Demonstrated working knowledge of ASC 740 income tax accounting is required.
Ability to write technical memos and prepare presentations that are clear and persuasive, for both tax professionals and business partners
Ability to clearly articulate expectations and desire to develop associates.
Advanced Excel skills preferred. Proficiency with MS Office (PowerPoint, Word, Outlook). Fundamental knowledge of OneSource Income Tax essential and Oracle experience preferred, but not required.
Excellent organizational skills with ability to handle multiple assignments. Must be result-driven, collaborative, and work efficiently with attention to details
8+ years of experience
CVPartners, an Addison Group Company, is an EEO employer. We consider for employment qualified applicants with arrest and conviction records.