Treasury Tax Analyst II
Shaker Heights, Ohio
Experience: 2-5 years
Degree: Bachelor's
Bonus: Yes
Occasional Travel: Yes
Job Description
The Treasury Analyst II - Tax position (Tax Analyst) is an integral component of the Treasury Department and will interface with staff and leadership across the organization. The Tax Analyst is responsible for preparing both for-profit and non-profit tax filings (990, 1120, 1065, etc.) for all entities of organizations, ensuring that all documents are filed timely and accurately (50%); communicate effectively with state and federal taxing agencies (15%); conduct research on tax theory and positions relating to and/or impacting the organization’s entities and effectively communicate the conclusions (25%); and other treasury related tasks assignments (10%).
Requirements and Responsibilities of Role:
- Prepare and file federal, state, and municipal returns, extensions, and estimated payments.
- Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules.
- Interface with external tax advisor/auditor.
- Respond to information requests from necessary departments and/or other entities in a timely and professional manner.
- Research tax theory and positions, and apply them to the organization’s needs.
- Recommend tax strategies by researching federal, state, and local taxation issues in a proactive fashion.
- Obtain information necessary to perform accurate research, develop recommendations, and assist with follow-up or implementations as needed.
- Assist all organizational entities in responding promptly to notices received from any federal, state, or local agency.
- Participate in educational opportunities; remain current on professional publications; maintain professional networks/participate in professional organizations.
- Support the organization’s mission by completing related results as needed.
- Ensure privacy and confidentiality of information in every step of the process.
Expected Behaviors of Role:
- Exercise a high degree of independent judgment.
- Take initiative to identify potential tax risks/opportunities.
- Assist all entities in responding promptly to any notices received from the IRS, State of Ohio, Cuyahoga County, and/or any other federal, state, or local department.
- Reliable and responsible.
- Accuracy, integrity, and confidentiality of data maintained.
- Prepare and provide detailed work papers.
- Ability to work independently.
- Ability to work with a team.
- Follow through on requests in a timely manner.
- Share information and knowledge.
- Communicate effectively with management and peers.
- Demonstrate excellence in relationships with co-workers.
- Maintain professional behavior consistent with role.
- Complete projects in a timely and efficient fashion.
- Document all issues and/or questions addressed.
- Keep apprised of tax law changes.
- Give feedback positively to ensure service excellence.
Exemplary Behaviors of Role:
- Interaction with management, staff, and consultants to effectively gather and communicate facts and circumstances to arrive at best outcomes.
- Successful at identifying tax risks/opportunities and driving change.
- Develop and maintain strong working relationships with tax advisors.
- Demonstrate behaviors which significantly impact the productivity, efficiency, or quality of the department.
- Demonstrate behaviors which significantly impact the productivity, efficiency, or quality of all entities.
Qualifications
Does this describe you?
- 3+ years relevant work experience required.
- Bachelor's Degree required.
- Advanced user of Microsoft Excel, proficient in Microsoft Word and PowerPoint.
- CPA or MBA preferred.
- Experience working with tax software packages (CCH and/or BNA tax Research, GoSystems, etc.).
- A professional that has state, local, and federal tax experience in a nonprofit setting would be ideal. However, we will look at candidates that have had just state and local tax experience and will entertain non-profit and for-profit experience from all types of organizations.
The ideal candidate has worked for these companies:
Big Accounting Firms, hospitals, medium to large organizations - ideally in non-profit.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
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