Job Summary
Job Summary
Under limited supervision, uses specialized knowledge and skills in tax accounting and preparation obtained through education and experience to conduct research and ensure compliance with Internal Revenue Service (IRS) and state rules and regulations. Researches tax ramifications of various financial transactions, analyzes and reconciles tax provision accounts in accordance with FASB 109 (ASC 740) and assists with internal and external audit requests. Researches and implements process improvement software and/or procedures. Leads and supervises defined work or projects of significant scope and complexity and serves as an advisor to others. Expected to have extensive contact with internal and external customers. **
Essential Duties And Responsibilities**
Essential Duties and Responsibilities
- Preparing and/or assisting with the quarterly and annual income tax provisions under ASC 740;
- Researches domestic and international tax ramifications of moderately complex transactions
- Conducts research and ensures compliance with IRS and state regulations.
- Interpreting and complying with federal, state, local and international statutes, regulations, and legislations.
- 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.
- Assists in preparation of U.S. foreign information returns (Forms 5471) and calculation of Subpart F income and Foreign Tax Credits
- Responds to notices and inquiries from taxing authorities.
- Assists with audit requests and coordinates with federal and state auditors regarding moderate to complex tax issues.
- Prepares and presents recommendations to management.
- Assist with strategic planning initiatives, process improvements initiatives and workpaper redesgins by creating, evaluating and applying appropriate procedures and processes.
- Analyzes and reconciles tax accounts and identifies potential unusual transactions or irregularities.
- Has regular contact with internal and external clients and/or auditors.
- Handles various levels of tax consulting work in response to internal stakeholder needs.
- Acts as team lead in certain projects with third parties and/or other Finance colleagues
- Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, And Abilities
Knowledge of
- Tax accounting and reporting concepts, practices and procedures.
- FASB 109 (ASC 740) and FIN 48 (ASC 740-10) regulations
- Federal and state tax return filing requirements and methodologies.
- State apportionment and sourcing concepts.
- Utilization of the OneSource Tax Software.
- Principles of banking and finance and securities industry operations.
Skill in
- Tax compliance, audit management and planning.
- Researching and interpreting Federal and state tax requirements.
- Reviewing and interpreting workpapers, tax returns and financial documents
- Communicating tax rules and regulations to others.
- Project management
- Gathering, compiling and analyzing large amounts of complex data.
- 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 to complex 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.
Educational/Previous Experience Requirements
Education/Previous Experience
- Minimum of four (4) years’ experience in tax accounting 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.
- OR ~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Licenses/Certifications
] **
Travel**
Travel Required
Travel Required: No
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **
Job :**
Accounting & Finance **
Primary Location :**
US-FL-St. Petersburg-Saint Petersburg **
Organization :**
RJ Bank **
Schedule :**
Full-time **
Shift :**
Day Job **
Travel :**
No **
Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)**
85,000 - 100,000 **
Eligible for Discretionary Bonus :**
Yes
