• Executing tax compliance and consulting workstreams and managing stakeholder expectations effectively
• Preparation and filing of tax returns to meet regulatory requirements
• Utilizing analytical thinking to review and analyze financial data for tax compliance
• Developing and implementing state tax planning strategies to optimize tax positions
• Drafting and reviewing documents to support tax compliance and strategic initiatives
• Monitoring and analyzing financial trends to identify opportunities for tax optimization
• Raising issues with stakeholders and team members, escalating when necessary
• Supporting partnership tax compliance and consulting services related to state and local tax positions
• Building relationships with stakeholders to facilitate tax management and internal tax due diligence
• Promoting creativity and embracing change to improve tax processes and stakeholder experience
• Upholding professional and technical standards, including adherence to the firm's code of conduct
• Embracing technology and innovation to enhance tax outcomes

Partnership Tax Senior Associate – SALT

• Serve as the executive-level relationship owner for a multi-million dollar book of business, ensuring clients receive proactive, strategic, and timely tax counsel year-round
• Lead tax strategy conversations with clients, identifying planning opportunities beyond compliance
• Meet with key clients to review tax positions, adjust strategy, and document learnings into repeatable processes
• Prepare and/or review strategic tax plans for technical accuracy, long-term savings, and appropriateness for client goals
• Research and consult on complex tax matters; involve outside resources when appropriate and document the outcome
• Identify and surface additional service opportunities for clients; hand off to the appropriate team member
• Review tax returns, projections, and strategic tax plans prepared by team members for technical accuracy, alignment with client tax strategy, and compliance with current law
• Manage, coach, and develop a team of tax professionals toward both technical skill and efficiency
• Own tax department's KPIs: capacity, utilization, turnaround time, time under budget, average hourly rate, and percent tax work complete

Tax Manager

• Monitor tax payment due dates and facilitate timely payments for both escrowed and non-escrowed loans
• Actively manage delinquent tax reports and tax lien sale lists
• Maintain accurate tax records in the system of record (Strategy) and tax platforms (TaxQ)
• Gather documentation and provide subject matter expertise during internal and external audits
• Manage the monthly and annual Escrow Analysis process

Agency Operations Associate – Real Estate Tax, Escrow Analysis

• Perform US IRW Tax Withholding and Reporting function
• Coordinate globally with colleagues in GBAM Operations Tax & Control
• Service tax related client inquiries
• Drive tax initiatives and tax regulatory implementations

Senior Tax Professional

• Leading the way as technology-enabled tax advisors
• Supervising, developing, and coaching teams
• Managing client service accounts and driving engagement workstreams
• Solving and analyzing complex problems to develop top-quality deliverables
• Cultivating meaningful client relationships
• Inspiring team members and navigating ambiguity
• Upholding PwC’s quality standards
• Contributing to the firm's purpose, principles, and business strategies

Value Added Tax Manager

• Preparing and filing basic to advanced-level Federal and State tax returns in a timely manner
• Maintaining open communication with internal Supervisors, Managers, and Principals for quality assurance and workflows
• Working in a team environment to assist in all phases of engagement

Senior Tax

• Reviews and assists in the preparation of individual and trust tax returns
• Prepares tax reporting in a timely fashion and in accordance to tax code and laws
• Reviews data from the trust accounting platform for errors and omissions
• Gathers tax documentation to assist in the preparation of tax returns
• Calculates and monitors estimated tax payments and foreign and state withholding

Tax Analyst

• Work closely with Corporate Tax senior management to develop sustainable strategies to manage State Street’s effective tax rate
• Partner with senior management across Finance and Legal to provide tax advice on U.S.-based and global business initiatives
• Research and analyze complex U.S. and international tax issues related to planning initiatives
• Oversee and mentor our team of U.S-based international tax compliance and provision specialists
• Support audit activities and ensure appropriate documentation of tax positions
• Advise on mergers, acquisitions, and other strategic transactions

International Tax Planning, Managing Director

• Manage a portfolio of business and individual tax clients while serving as their trusted advisor throughout the year
• Lead tax planning, projections, and advisory engagements for closely held businesses and high-net-worth individuals
• Review and prepare complex individual, corporate, partnership, fiduciary, and related tax returns
• Oversee advisory workflow while collaborating closely with the firm's tax compliance team
• Review staff work, mentor accountants, and help develop the next generation of tax professionals
• Coordinate tax, accounting, and bookkeeping workflows to ensure clients receive proactive, year-round service
• Research complex tax matters and develop practical planning strategies for clients
• Build strong relationships with business owners across industries including construction, healthcare, consulting, and professional services
• Collaborate with firm leadership to improve processes, leverage technology, and enhance client service
• Sign tax returns and financial statements in accordance with firm standards and professional regulations

Tax & Advisory Manager

• Provide clients with detailed advice on complex pass-through entity state income/franchise tax planning matters
• The primary focus of this position will be in be state income and franchise tax advisory with extensive work with pass-through entities and merger and acquisition activities
• Provide timely, high-quality client service that meets or exceeds client expectations
• Perform or manage technical assignments in the following areas for state income taxes: pass-through entity tax planning, merger and acquisition strategic planning, due diligence reviews, state tax provision reviews, state filing methodology reviews, state modification research and guidance, apportionment reviews, state income tax audits, nexus studies, and state tax planning
• Research and resolve complex state and local tax issues
• Prepare technical memoranda, matrices, and other client deliverables
• Draft internal and external SALT Alerts
• Recognize opportunities and market state and local tax services to clients and prospects
• Assist with new business development, extended service and tax issue recognition for existing clients.
• Remain up to date on current state tax practices and changes in tax law

State and Local Tax Manager – Income/Franchise Tax

• Researches, analyzes, interprets, and applies complex federal and state tax laws and regulations
• Proactively makes recommendations to management
• Prepares and/or reviews complex Federal and state income, sales, premium, and information tax returns
• Leads high-risk tax audit issues
• Calculates and/or reviews forecasted and actual financial statement current and deferred tax amounts
• Proactively communicates tax impacts on performance measures and variances
• Prepares and/or reviews tax-related deliverables related to stress testing and risk management
• Research and advise business leaders on potential impacts from new and changing tax laws
• Advises on tax strategies within the department and/or the business

Senior Tax Analyst

• Develop and manage customer relationships through all stages of our transactions, from initial bid to execution and funding
• Collaborate with other parts of the bank to maximize both customer and shareholder benefit from each relationship
• Lead all aspects of tax equity transaction structuring, negotiation, documentation, and diligence, developing and adapting risk mitigation tools as technologies and markets evolve
• Lead cross-functional initiatives to develop new products or asset classes, enter new markets, or build new systems which create incremental revenue, increase profitability, demonstrate market leadership, capture internal efficiencies, and provide avenues for growth
• Serve as a mentor and advisor to less experienced individuals
• Complete work in accordance with all risk management, compliance, and business process expectations, and participate in the determination of these expectations

Tax Equity Originator – Executive Director

• Enhance impact through digitization and automation
• Resolve complex tax issues
• Mentor and develop junior team members
• Build and maintain client relationships
• Gain a thorough understanding of business contexts
• Navigate and manage complex tax situations
• Advance personal brand and technical knowledge
• Maintain exceptional professional and technical standards

Senior Insurance Tax Associate

• Leading strategic tax planning and compliance initiatives to optimize client tax positions
• Overseeing the preparation and filing of tax returns, confirming adherence to regulatory requirements
• Analyzing financial data to validate compliance with tax laws and regulations
• Guiding teams in the development of innovative tax strategies and solutions
• Mentoring and developing the next generation of tax professionals
• Building and maintaining executive-level client relationships to drive business growth
• Identifying market opportunities and converting them into successful client engagements
• Promoting technological advancements to enhance tax compliance and reporting processes
• Collaborating across the PwC Network to leverage collective strengths and maximize client satisfaction
• Developing and implementing thought leadership initiatives within the tax services domain

Tax Director – Global Information Reporting

• Leading tax compliance efforts for banking and capital markets clients, confirming adherence to complex regulations
• Developing strategic tax planning initiatives to optimize client tax positions and minimize risks of non-compliance
• Overseeing the preparation and filing of tax returns, validating accuracy and compliance with current tax laws
• Analyzing financial data to identify trends and opportunities for tax strategy improvements
• Collaborating with executive-level clients to shape engagements and drive business growth
• Mentoring and guiding teams in the execution of tax compliance and planning projects
• Promoting innovation and creativity in developing new tax solutions and structures
• Cultivating relationships across the PwC Network to leverage collective strengths and maximize client satisfaction
• Identifying market gaps and converting opportunities into successful outcomes for the firm
• Upholding professional and technical standards, including adherence to PwC's code of conduct and independence requirements

Banking & Capital Markets Tax Director

• Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom
• Create and deliver tailored tax plans to clients, and update those plans periodically
• Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
• Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
• Coordinate the client’s tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented
• Remain updated on changes in tax laws and procedures

Senior Real Estate Tax Advisor

• Prepare and support the preparation of U.S. federal and state income tax return workpapers and filings, including book-tax adjustments and supporting schedules
• Review less complex book-tax adjustments, supporting workpapers and tax returns for accuracy, completeness, and adherence to established procedures and controls
• Support timely and accurate filing of corporate income tax returns by tracking deliverables, managing dependencies, and escalating issues appropriately
• Research routine-to-moderately complex tax issues, summarize findings, and draft written analysis and conclusions in alignment with compliance and risk management expectations
• Collect, organize, and provide data and workpapers in response to federal and state income tax audits; ensure responses are complete, accurate, and timely
• Acquire, validate, transform, and reconcile tax-relevant data from multiple sources
• Perform account analysis and support return-to-provision and/or return-to-ledger reconciliations; investigate variances and document conclusions in audit-ready workpapers
• Use advanced Excel capabilities and approved analytics tools to transform and analyze data, identify anomalies, and support tax calculations
• Contribute to practical process improvements and leverage basic workflow automation concepts or standardized data pipelines, where available, to improve efficiency and consistency in recurring tax processes.

• Provide tax advice and solutions to clients in specialized areas
• Manage client engagements, including planning, budgeting, and delivering tax solutions
• Analyze complex tax regulations and identify opportunities for tax optimization
• Coach and mentor team members to enhance their skills and performance
• Collaborate with leadership to maintain quality and timelines for deliverables
• Uphold professional and technical standards
• Encourage innovation and embrace technology to improve service delivery
• Build and maintain strong client relationships

Manager, Specialized Tax Services – Research & Development Tax

• Lead technology-enabled tax advisory services
• Drive digitization, automation, and efficiency improvements
• Analyze complex tax issues and provide solutions
• Mentor and develop junior team members
• Maintain exceptional standards in every tax deliverable
• Build and strengthen client relationships
• Develop a thorough understanding of the business context
• Inspire and manage team members to deliver quality work

Senior Associate – Specialized Tax Services, Research & Development Tax

• 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 jobs in North Carolina

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Partnership Tax Senior Associate – SALT

Tax Manager

Agency Operations Associate – Real Estate Tax, Escrow Analysis

Senior Tax Professional

Value Added Tax Manager

Senior Tax

Tax Analyst

International Tax Planning, Managing Director

Tax & Advisory Manager

State and Local Tax Manager – Income/Franchise Tax

Senior Tax Analyst

Tax Equity Originator – Executive Director

Senior Insurance Tax Associate

Tax Director – Global Information Reporting

Banking & Capital Markets Tax Director

Senior Real Estate Tax Advisor

Tax Analyst

Manager, Specialized Tax Services – Research & Development Tax

Senior Associate – Specialized Tax Services, Research & Development Tax

Tax Manager