• Proactively manage client service including implementing tax strategies, researching issues, correspondence, meetings and client development
• Identify opportunities for tax planning and other special services, while effectively managing the work of client team members
• Participate and contribute to the attainment of group goals
• Coach, mentor, and train team members
• Contact, obtain and develop new exempt organization clients through new business development efforts

Senior Tax Manager, Exempt Organizations

• Prepare and review individual, corporate, partnership, and consolidated tax returns
• Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
• Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
• Identify organizational structures and related entities for tax implications and big-picture impacts
• Ensure accurate and complete data for filings, identifying and communicating missing information
• Calculate quarterly and annual estimated tax liabilities accurately
• Conduct tax planning to identify opportunities for improvement and added value for clients
• Research and resolve complex tax issues, providing guidance and recommendations
• Communicate effectively with team members and clients, providing updates and addressing questions
• Supervise, train, and mentor associates and interns to enhance team performance and skill development
• Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving
• Stay updated on tax laws and best practices through ongoing training and independent learning
• Manage engagements efficiently, meeting deadlines, particularly during high-demand periods
• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Senior Tax Associate

• Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients.
• Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence.
• Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements.
• Maintain full awareness and compliance with Crowe’s quality standards, methodologies, and policies.
• Contribute to the firm’s reputation through speaking engagements, authorship, and professional education efforts.

Tax Manager, Estate, Gift & Trust

• Owns income tax compliance, tax provision (ASC 740), and indirect taxes including sales/use, gross receipts, and property tax
• Prepares quarterly and annual US tax provisions in accordance with US GAAP/ASC 740
• Serves as a cross-functional partner to operations, accounting, finance, internal audit, legal, and treasury teams
• Leads, mentors, and develops tax team members; providing coaching, prioritization, and feedback
• Drives process improvements through technology and automation
• Prepares income tax returns including: Consolidated 1120, 1065s, multistate reporting, and tax credit calculations
• Manages external tax service providers; ensure quality, timelines, and completeness
• Reviews and timely file monthly, quarterly, and annual gross receipts, sales and use, and personal property tax returns
• Leads initiatives to modernize and scale the tax function through automation and technology

Tax Manager

• Prepare quarterly and annual US tax provisions in accordance with US GAAP/ASC 740
• Prepare book tax difference workpapers
• Prepare trend analysis and identify tax rate drivers and variances
• Prepare income tax journal entries and account reconciliations
• Respond promptly to all internal and external auditor requests
• Prepare or first review income tax returns
• Work with outsourced tax services firm
• Review and maintenance of tax fixed assets
• Prepare quarterly US tax estimates
• Draft responses to income tax authority IDRs and notices
• Review and timely file tax returns
• Analyze new vendors, new laws, and new entities for use tax applicability.
• Develop and enhance tax processes through automation and improved workflows.

Senior Tax Analyst

• Prepare and timely file accurate moderate state and local tax returns, payments & related documents and respond to related notices & audits, as needed
• Prepare accurate tax reconciliations; investigate reconciling differences, escalate issues as needed, and assist with clearing open items
• Conduct tax research and analysis to support business opportunities
• Monitor changes in tax legislation and assess their impact on the company
• Collaborate with internal departments to gather necessary information for tax filings and audits
• Assist in responding to tax notices and inquiries from tax authorities
• Maintain accurate and organized tax records and documentation
• Support the tax manager in various tax projects and initiatives
• Independently uses multiple tax systems to support assigned tax processes
• Supports system testing, updates, and documentation while identifying opportunities for process or technology improvements

Motor Fuel Tax Analyst II

• Provide excellent, responsive customer service and issue resolution to complex tax questions from claimants, policyholders, field personnel, home office personnel and tax authorities that contact the Tax Reporting Group (TRG) via the 1-800 call center, Tax unit Questions (e-mail) and NaviLink
• Receives inquiries and complaints from above parties and works to resolve and correct issues in a timely and courteous manner and maintain proper documentation of resolution
• Consult with field personnel, brokers, DBS, claimant and policyholder in proper tax adjudication of claims, including communication of Unum’s tax procedures, guidelines and services and complex subjects such as the methods of calculating taxability
• This position provides information but does not give tax advice which at times is a fine line
• Calculate and submit corrections to W-2s, W-2Cs and 1099s, obtaining proper documentation
• Identify/respond to existing taxation discrepancies between contract, system coding, and clients’ documentation and collaborate with proper parties for resolution
• Conducts policyholder audits with consultation from management, as needed, for proper tax withholding and reporting
• Able to perform all aspects of the audit, including generation of needed reports, obtaining needed supporting documentation and communicating with internal and external parties
• Reviews and revises policyholder reports from all legacy systems to assure they accurately reflect third party sick pay reporting and are distributed in a timely manner
• Calculate and process FICA, FIT and SIT tax refunds and underpayments in legacy systems
• Provide verification of claimant sick pay income to Federal and State governments, Social Security Administration and Department of Veteran Affairs
• Consistently demonstrates high quality results identified through quality reviews
• Perform other duties as assigned

Benefit Tax Service Representative

• 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 Tennessee

See all jobs on JobTailor

Senior Tax Manager, Exempt Organizations

Senior Tax Associate

Tax Manager, Estate, Gift & Trust

Tax Manager

Senior Tax Analyst

Motor Fuel Tax Analyst II

Benefit Tax Service Representative

Tax Manager