Tax Manager - Compliance
San Jose Metro Area, CA
Oversee the compliance process for federal, state & local income and non-income taxes, including monthly, quarterly and annual filings, quarterly estimated calculations, and timely payments
Perform detailed review of tax returns and supporting schedules including income tax, sales and use tax, property tax, franchise tax, excise/occupation tax, and Foreign Bank Account Reporting; ensure appropriate and sufficient documentation
Lead tax audits including gathering information, responding to information document requests (IDRs), and coordinating communication of Company s positions with the auditors.
Assist with tax fixed asset management by coordinating with accounting and IT team to ensure tax fixed assets are reconciled annually and appropriate tax methods are selected.
Review of month end journal entries for Income, Franchise & Gross Receipts tax as well as correlating tax account reconciliations.
Support team in preparation of quarterly and annual domestic tax provision and FIN48 reserves, as needed
Communicate tax matters in a clear and concise manner with various audiences to facilitate understanding of transactions applicable
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 to perform 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
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 income tax topics where needed Qualifications
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
CVPartners, an Addison Group Company, is an EEO employer. We consider for employment qualified applicants with arrest and conviction records.