• Prepares and files tax returns and reports in compliance with established deadlines.
• Responsible for determining tax implications of company actions and develops strategies for minimizing liability.
• Keeps abreast of changes in federal, state, and local tax legislation.
• Utilizes appropriate internal and external resources to monitor changes in applicable foreign tax legislation.
• Responsible for managing the tax reporting, tax planning, and compliance function.
• Oversee the completion of accurate tax returns to minimize the tax obligations of the organization.
• Manage international resources to ensure proper compliance of subsidiaries in all applicable jurisdictions.
• Provide innovative tax planning and review complex income tax returns.
• Identify and mitigate tax risks.
• Manage tax provision and tax compliance process.
• Own the sales/value-added tax process and compliance.
• Manage and coordinate tax audits.
• Maintain tax balances on general ledger.
• Prepare all tax papers in regular basis and handle all information data requests.
• Coordinate and manage transfer pricing policy compliance process.
• Lead projects on a cross-functional basis.
• Help develop and implement new projects, policies, and procedures for a department to meet key corporate initiatives.
• Develop key relationships with internal and external consultants and stakeholders.

Tax Manager

• Function as key point of contact for business operations; understand priorities of various corporate, business unit, and functional leadership
• Lead resolution of lessee and customer questions, and taxing jurisdiction issues pertaining to asset tax coding, property tax charges, and system logic
• Drive compliance system development and modification, including PTMS, Epicor and Excel Power Queries and Power Pivots to ensure the team is performing optimally
• Champion improvements within the function, including but not limited to sponsoring and leading strategic property tax initiatives related to development and modification of new and existing programs and compliance related software as well as policy/procedure changes
• Ensure accuracy and timeliness of property tax processes; continually review and enhance quality control processes, identify risks and drive resolution, ensure accuracy and effectiveness of third-party service portfolio administration for property tax compliance
• Oversee account reconciliation process including resolution of discrepancies and identification of potential process improvements and/or efficiencies
• Identify, analyze, and resolve complex property tax compliance issues
• Provide formal coaching and feedback to team members; identify and communicate challenging work that will provide development opportunities; encourage creativity and recognize individual performance
• Track, review, and report team performance metrics to internal leadership
• Monitor team resource needs; effectively communicate updates on resource needs to internal leadership
• Provide outstanding GreatAmerica Experience for external as well as internal customers

Property Tax Leader

• Provide leadership in executing accounting and tax-related engagements, ensuring alignment with established internal standards and enterprise priorities.
• Lead the preparation and review of annual income tax provision and financial statement reporting processes, providing technical oversight related to ASC 740 and external reporting.
• Direct quarterly and annual income tax provision computations, incorporating statutory changes and complex legal entity considerations to support strategic tax decision-making.
• Oversee the preparation and review of federal, state, and local income tax returns, driving accuracy, consistency, and timely execution across filing obligations.
• Provide strategic review of tax returns and related analyses, assessing the impact of legislative developments and state statutory changes across the organization.
• Serve as the lead representative with the IRS and other taxing authorities, managing tax administration, controversy matters, and audit defense with professionalism, credibility, and sound judgment.
• Lead the review and resolution of income tax correspondence, including stakeholder management, to address income tax notices and drive timely resolution with taxing jurisdictions.
• Champion quality control and governance practices to ensure the accuracy, completeness, and reliability of tax computations for financial statement and external reporting purposes.
• Conduct and oversee complex tax law and accounting research, synthesizing findings into technical memoranda and providing recommendations for leadership decision-making.
• Lead cross-functional and departmental projects throughout the year, providing direction, visibility, and effective communication to finance leadership.
• Partner with management to identify income tax risks, evaluate potential business impacts, and implement practical mitigation strategies that strengthen compliance and reduce exposure.
• Support broader tax operations through indirect tax filings and monthly reconciliations, ensuring continuity, accuracy, and operational discipline.
• Serve as a trusted advisor to business operations, building strong partnerships across corporate, business unit, and functional leadership to align tax priorities with organizational goals.
• Review and validate supporting analyses and documentation for tax reporting, proactively resolving inconsistencies and elevating the quality of information used in decision-making.
• Provide oversight of the account reconciliation process, resolving discrepancies and identifying opportunities to improve efficiency, control, and process standardization.
• Collaborate with leadership to identify, evaluate, and execute strategic tax opportunities that support enterprise value creation and long-term business objectives.
• Advance the strategic direction, operating discipline, and professional standards of GreatAmerica tax and finance through leadership, accountability, and continuous improvement.

Income Tax Lead

• Responsible for supporting the tax and regulatory functions within the life and annuity processing teams.
• Research complex transactions in relationship to the daily monitoring of policyholder processing.
• Comprehensive knowledge of processes and systems used for administration of tax regulations related to annuities; able to gather data from multiple administrative support systems, interpret, trouble shoot and answer business unit questions related to product taxation and reporting.
• Lead team in problem resolutions that arise due to production system problems or customer escalations
• Interpret tax law changes and identify a course of action for the various departments affected with changes in law as it relates to taxation of annuities and life products.
• Maintain and support records for functions not system supported pertaining to tax law including but not limited to aggregation, cost basis manual updates, foreign reporting, and withholding
• Serve as the lead for product enhancement initiatives impacting Information Reporting and Withholding, ensuring comprehensive testing is planned, coordinated, and executed, including validation of results to support accurate, compliant, and well-controlled implementations.
• Support management and department through implementing and monitoring individual and team objectives/goals while ensuring company policies and procedures are adhered to.
• Provide feedback and documentation for team members regarding performance, including production and quality to meet/exceed departmental objectives.
• Working with management to mentor and provide feedback to team members to ensure correct handling and customer satisfaction.

Lead Tax and Regulatory Analyst

• Lead client calls and present tax returns and strategies
• Prepare accurate tax returns for LLCs and S Corporations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Collaborate with bookkeeping team for accurate reporting

Tax Consultant, CPA

• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

Tax Preparer

• Write and produce practical tax content on a timely and regular basis with a focus on assigned news and features and gallery stories covering federal and state tax concepts and developments
• Assist the senior tax editor and the Kiplinger team with other editorial projects

Tax Writer

• Assist in providing legal advice to Transamerica’s business units regarding the tax implication of the ongoing administration, servicing and management of life insurance products.
• Work on issues where analysis requires identification and evaluation of multiple factors and taking into account the related information reporting and withholding.
• Effectively communicate complex tax issues to individuals with little or no background in tax.
• Conduct legal research to provide support to more senior members of the legal team.
• Collaborate on matters with outside counsel and in-house counsel and tax professionals.
• Participate in departmental and cross-functional working groups.
• Review and draft contracts, memoranda, policies and procedures and other documentation relating to the administration and servicing of life insurance products.
• Provide legal analysis and advice relative to enterprise initiatives, including process improvements and product development.

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