Tax analyzes and supports the activities, operations, reporting obligations and transactions of the firm’s business lines to ensure that tax consequences and reputational risks are evaluated appropriately.
We’re a team of specialists charged with managing the firm’s worldwide taxes. We are responsible for tax compliance, financial reporting of taxes, tax planning, business advisory and management of taxing authority examinations. Our work contributes directly to the firm’s success, and the division is ideal for creative and collaborative individuals who have strong ethics and attention to detail.
The primary mission of Tax is to ensure the firm’s compliance with the tax laws of those countries (and local jurisdictions) in which the firm conducts business and to assist businesses in managing tax risk.
Our Tax Accounting teams partner with revenue divisions across the firm to ensure that taxable transactions have been reported timely and accurately, so that risk for the firm is reduced.
Responsibilities:
- Prepare or review income tax forms related to firm’s investing and lending businesses including 1120, 1065, 5471, 8865, etc.
- Prepare tax provision for investing and lending businesses
- Provide planning and audit support throughout the year
- Liaise with external tax preparers to gather K-1 info to incorporate into firm’s tax return
- Work with Tax, Finance Controllers, Engineering, business units, and outside consultants to leverage technology solutions for the Tax department
- Identify opportunities for process improvements and application of technology “best practices”
Requirements/Experience/Education:
- Bachelor’s degree (Accounting, Information Systems, or related)
- 3-5 years relevant work experience, Financial Services industry helpful
- Strong interest and aptitude for technology solutions, including analyzing new business and data requirements
- Self-motivated, with strong communication (oral and written) and interpersonal skills
Technical and General Knowledge:
- Strong tax accounting and reporting experience
- Strong analytical skills with an ability to understand complex data processes and workflows in order to develop new solutions
- Strong Excel skills
- Familiarity with Alteryx, Tableau, MS Excel Power Query/Pivot, or other BI tools to perform analysis and reconciliations
- Project Management and Business Analysis aptitude