at Raymond James Financial, Inc. in Montpelier, Vermont, United States
Job Description
Essential Duties and Responsibilities
+ Assists with state audit requests and coordinates with state auditors regarding moderate to complex tax issues.
+ Assists with technology improvement processes to enhance efficiency and accuracy
+ Researches and implements applicable IRS and state regulations and interpretations.
+ Researches tax ramifications of moderately complex transactions.
+ Prepares and reviews work papers, calculations and forms with respect to Federal and state tax compliance.
+ Reviews Federal and state income tax returns, including consolidated/combined returns.
+ Supervises, reviews and analyzes state apportionment and allocation work papers.
+ Reviews annual tax return extensions and quarterly estimated payment calculations.
+ Responds to notices from Federal, state and local jurisdictions.
+ Analyzes FASB 109 (ASC 740) and FIN 48 (ASC 740-10) regulations as well as prepares quarterly/annual income tax provision, related disclosures to the financial statements and internal stakeholder reports
+ Has regular contact with internal and external clients and/or auditors.
+ Handles various levels of tax consulting work in response to client needs.
+ Performs other duties and responsibilities as assigned.
Knowledge of:
+ Federal and state tax return filing requirements and methodologies.
+ State apportionment and sourcing concepts.
+ Tax accounting and reporting concepts, practices and procedures.
+ FASB 109 (ASC 740) and FIN 48 (ASC 740-10) regulations
+ Principles of banking and finance and securities industry operations
+ OneSource Tax Software
+ AI Technology (ChatGPT/Copilot)
+ undefined
Skills in:
+ Federal and State tax compliance, state audit management and tax planning.
+ Researching and interpreting Federal and state tax requirements.
+ Tax technology, automation, data analytics, and process improvement
+ Reviewing and interpreting workpapers, tax returns and financial documents
+ Communicating tax rules and regulations to others.
+ Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
Ability to:
+ Read, comprehend and apply complex IRS and state rules, regulations and requirements.
+ Identify and resolve moderate tax issues.
+ Identify, recommend and implement process improvements
+ Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines.
+ Partner with other functional areas to accomplish objectives.
+ Communicate effectively, both orally and in writing, with all organizational levels.
+ Establish and maintain effective working relationships.
Education/Previous Experience:
+ Minimum of three years’ experience in tax accounting and compliance, preferably with a portion of the experience at a public accounting firm.
+ Bachelor’s Degree in Accounting or Finance required.
+ Master’s Degree in Accounting or Tax preferred.
+ undefined
+ Any equivalent combination of experience, education, and/or training approved by Human Resources.
+ undefined
Licenses/Certifications
- NA
Travel Required: Yes. Occasional travel to Corporate Headquarters in St. Petersburg, Florida as needed.
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