Tax manager job description

The State and Local Indirect Tax Manager is responsible for tax compliance, tax systems, and tax planning/special projects for state and local indirect taxes, including sales, use, gross receipts, and property taxes. The individual in this position is also responsible for managing the outsourced property tax process. This position reports directly to the Director - Sales Tax.
Key Performance Elements



Ensure the accurate and timely filing of sales and use tax returns, payments, account reconciliations and journal entries Review system transactional data to ascertain the proper tax treatment, investigate discrepancies, research corresponding tax law, prepare numerical analyses, and adjust accrual and return data files accordingly Identify opportunities to improve and or automate tax compliance processes to increase efficiency and quality Maintain sales tax rates and communicate changes to all stakeholders including tech and retail teams Oversee and provide guidance to the compliance team on a variety of sales tax issues and processes such as exemption certificates, product taxability, and IRS 8300 reporting Manage various tax systems to ensure compliance with sales tax laws Acquire deep knowledge of sales tax system (Vertex) and the internal sales and purchasing systems where data originates Play a lead role in the implementation of new software systems or upgrades to ensure sales tax issues are addressed appropriately Manage the outsourced property tax process Conduct multistate tax research, understand relevant issues, and provide analysis with well thought out responses to obtain resolution Stay current with tax laws and monitor legislation that could impact the company Maintain internal controls as required by Sarbanes Oxley Coach and develop associates under supervision



Ideal Candidate Attributes



Must possess strong organizational skills and the flexibility to perform multiple, concurrent tasks Ability to work effectively in a deadline-oriented environment Strong analytical skills with attention to detail Excellent communication and presentation skills



Requirements



Bachelor's degree, preferably in Accounting or Finance Minimum seven years of experience in the multistate sales and use tax area Minimum three years of supervisory experience Experience with tax software such as Vertex Indirect Tax Returns and Vertex O Series Experience with ERP systems, preferably Oracle Proficiency in Microsoft Outlook, Teams, Excel and Access

As a Business Analyst, you will work directly with the product and engineering teams on the development of corporate tax applications for Bloomberg Tax and Accounting's software division. As someone who has practiced in the tax and accounting domain, you provide critically important context to the product team to help them make well-informed decisions about the products we build. You do this primarily by contributing to product discovery and development efforts related to key tax and accounting domain concepts.
Primary Responsibilities:

Participate in continuous customer discovery with product and engineering team members to develop deep understanding of customer needs. Share domain insights constantly with the team. Support ongoing product delivery efforts by addressing domain questions during grooming and in sprint, developing test data sets, and performing UAT over completed user stories and features. Research tax and accounting issues that directly relate to product initiatives and communicate findings clearly and concisely to product and engineering teams. Partner with product managers on feature discovery and release scoping. Contribute to the creation of effective tools for customer discovery (e.g., problem statements, mock-ups, prototypes) while working alongside user experience (UX) designers. Contribute to product domain thought leadership and perform product demonstrations as needed in support of customer experience (CX), sales, and marketing teams. Analyze domain customer support issues by working directly with customers, researching and scoping problem, and brainstorming cost-effective solutions in coordination with the customer support team. Participate in special projects and perform other duties as assigned.


Job Requirements:

Excellent ability to translate complex technical tax and accounting concepts into layman's terms. Excellent knowledge of general corporate income tax principles. Demonstrated ability to work effectively as part of a team and, in particular, non-tax stakeholders. Embraces technology and exhibits intellectual curiosity in applying technology to solve customer problems. Excellent written and oral communication skills. Proficient with Microsoft Excel. Willingness to travel to industry conferences and to perform customer discovery (up to 20% of time).


Education and Experience:

Bachelor's degree required, concentration in Accounting, Finance or Economics degree strongly preferred. CPA or CPA-eligible strongly preferred. 3+ years working in a corporate tax or accounting department or CPA firm.


Special Requirements:

N/A



Bloomberg Industry Group IS AN EQUAL OPPORTUNITY EMPLOYER
and fully subscribes to the principles of Equal Employment Opportunity. Bloomberg Industry Group has adopted an Affirmative Action Program to ensure that all applicants and employees are considered for hire, promotion, and job status without regard to race, color, religion, sex, national origin, age, disability, gender identity, sexual orientation, marital or familial status, pregnancy, childbirth, or related medical issues, genetic information, disabled veteran, veteran, a veteran of the Vietnam Era, or any other classification protected by law.


INDG requires all employees to be fully vaccinated for COVID-19 as a condition of employment.


Prospective and/or new employees will be required to adhere with INDG's vaccination policy. All INDG employees must be fully vaccinated and they must submit proof of vaccination on their first day of employment. Prospective or new employees may seek a medical or religious exemption to the vaccination requirement but must have an approved exemption prior to the start of their employment.

The health and well-being of our team, clients, and community is our top priority. We're closely monitoring COVID-19 developments and following guidance from health authorities and government officials. Perkins & Co's physical offices are open without restrictions and most of our team has autonomy to decide whether to work on-site, remotely, or hybrid. Interviews will be held virtually.

The long-term work location for this role is flexible; we are open to a fully remote arrangement for candidates who are located, and authorized to work, in the United States. Candidates interested in relocating to the Portland area may be eligible for relocation assistance. We are not sponsoring visas or hiring internationally at this time.
Tax Manager

Some may think a job is just a job, but at Perkins & Co we believe in igniting possibilities by helping our employees develop a career that fulfills their ambitions. We hire great people and give them a great place to work. Our secret to keeping them around is a positive culture, strong community involvement and a dedication to constantly increasing our competencies. We're looking for our next corporate tax expert to join us!

Where do you want to go?

Let's Get There.

At Perkins & Co, you're able to take ownership of your career development. Our tax teams are niche-focused so you'll become an expert while working alongside other experts. You'll also enjoy:

Collaboration with other teams. At Perkins, we operate as one firm. That means that we work together for our clients' best interests, not in separate silos or playing politics. Work with your peers rather than competing against them! Flexibility. Direct access to leadership-no dictated orders from a partner you barely know who works in another office. So much more!


Qualifications


5+ years of recent experience in public accounting, preferably in a large local/regional or Big 4 firm; experience in a paperless environment is preferred Experience with partnership returns (preferably real estate/construction clients) or S-corp, C-corp returns or HNW individual returns is required; SALT, ASC740, and personal income tax experience is preferred Must be CPA licensed Excellent verbal and written communication skills Proven ability to give and receive both positive and constructive feedback Strong attention to detail, problem solving and organizational skills

Our ideal candidate is someone who enjoys developing lasting relationships with our clients so that they will entertain candid conversations about their life and businesses; by having a better understanding of who they are and what they do, we can produce a high-quality tax return and provide them with the most appropriate tax planning advice. We're looking for a 'hands on' individual in both work style and client relationship skills; someone who is also passionate about developing the people on the team and values an environment where people strive to consistently grow.


Does this sound like the perfect fit for you?
Please submit your resume to start the conversation!


Perkins & Co is an Equal Opportunity Employer


Benefits


Being a local firm gives us the advantage to do what our employees want. Being a great company takes more than just having a sleek office, fun events and wild parties, all of which we do have, coincidentally.

Perkins & Co offers competitive salary, 401(k) profit sharing plan with immediate vesting of employer contributions, generous paid time off plan, incentive plan for sales leads, a comprehensive health and disability insurance package, and more! Please visit our website for more information (www.perkinsaccounting.com)

Ongoing training isn't just a benefit, it's a necessity. We provide comprehensive in-house, external and off-site training using a variety of high quality training resources, including BDO Alliance USA. Accounting isn't what it used to be. We truly believe that you don't have to work long hours to be successful.