The Role

• Support the review of various tax filings and compliance activities across federal, state, and local jurisdictions.
• Assist with calculations and processes related to tax payments, extensions, and other recurring deadlines.
• Work with financial data to prepare information needed for compliance, reporting, and analysis.
• Contribute to the development of training and resources that promote tax awareness within the organization.
• Coordinate with advisors and internal teams to gather information and respond to requests in a timely manner.
• Help design and maintain reporting tools that provide clarity and insight into complex financial and tax information.
• Participate in internal control activities, ensuring documentation and compliance with policies.
• Maintain accurate records related to customer tax matters and exemptions.
• Conduct research on tax developments and support planning for business transactions.
• Provide assistance with audits and inquiries from regulatory authorities.
• Support external reporting requirements and help with new or evolving disclosure needs.
• Assist with month-end and year-end activities, including accruals and reconciliations.
• Take on ad hoc projects and other responsibilities as needed.

Desired Experience:

• Bachelor’s or Master’s degree in Accounting, Tax, or a related area.
• 2–3 years of tax experience in public accounting or industry.
• Strong analytical skills and comfort working with data and reporting tools.
• CPA or progress toward certification preferred.
• Familiarity with tax provision processes and corporate reporting is a plus.
• Ability to work collaboratively across teams and adapt to changing priorities.