• 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

• Preparation of federal and state income tax returns for individuals, partnerships, corporations, and trusts.
• Review and analysis of tax laws and regulations to ensure compliance with government regulations.
• Apply functional knowledge to understand potential tax issues and participate in tax planning.
• Assist with identifying and implementing tax savings strategies for clients.
• Communicate with clients to gather necessary information and to explain tax laws and regulations.
• Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
• Train junior Tax Associates in preparing tax returns for clients based on accepted company standards.
• Develop and revise company processes and procedures to ensure a consistent client experience and achievement of predetermined SLA.
• Monitor Key Performance Indicators for Tax business and coach team members to greater achievement.
• Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.
• Client Bookkeeping and payroll as needed.
• Continuous learning to keep up to date with changes in tax laws and regulations.
• Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities.
• Other job duties as defined.

Senior Tax Associate – PT

• Manage complex multi-state personal property tax engagements while serving as the primary point of contact for clients.
• Review and approve personal property tax returns, renditions, assessments, tax bills, and appeal filings for accuracy and completeness.
• Provide strategic guidance on property tax compliance, valuation methodologies, appeal opportunities, and risk mitigation strategies.
• Oversee preparation and timely filing of personal property tax returns across various jurisdictions.
• Direct and manage property tax appeal processes, including negotiations with taxing authorities.
• Monitor changes in tax laws and regulations and conduct research related to property tax compliance matters.
• Ensure proper tracking and reporting of assessment notices, tax bills, acquisitions, disposals, and asset classifications.
• Review prior year tax protest results and identify opportunities for process improvement and tax savings.
• Lead, mentor, and develop associates, senior associates, and managers within the property tax practice.
• Support recruiting, onboarding, training, and performance management initiatives.
• Drive process improvements related to compliance workflows, reporting, and technology utilization.
• Utilize PTMS and related systems to enhance workflow management and operational efficiency.
• Support strategic planning initiatives and collaborate with other service lines on special projects.

Property Tax Manager

• Be a trusted advisor to middle market clients by providing strategic tax credit consulting services
• Work with other industry experts to document eligibility and qualification of clients for certain federal and state statutory and negotiated credits and incentives
• Identify purchasers of federal and state tax credits able to be transferred
• Close tax credit transactions along with mitigating risk to tax credit purchasers
• Research and draft technical memoranda related to tax credit matters
• Support industry experts with tax technical issues
• Develop industry thought leadership including writing internal and external articles and preparing internal and external presentations
• Develop an understanding of each client’s business and become a functional expert in the relevant technical area
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the community
• Coordinate with C&I leadership to drive opportunities through existing and prospective clients and be part of further building and training the team
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Act as a career advisor to seniors, managers and senior managers
• Review work prepared by Managers and Senior Managers professionals and work with Managing Directors and Partners on client optimization strategies

Credits & Incentives Tax Director

• Serve as a Performance Advisor, mentor or coach to one or more employees
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team
• Advise clients on a full spectrum of International Tax services
• Reviewing US international information reporting forms
• Reviewing quantitative analysis and projects of international tax professionals
• Manage corporate international client needs with respect to tax services and federal and state tax compliance

Manager – International Tax Business

• Deliver superior customer service and specialized subject matter expertise to tax clients.
• Serve as a subject matter expert to the wealth management business.
• Communicate with senior leadership to provide operational strategies and efficiency opportunities.
• Represent the business to various taxing agencies.
• Serve as liaison between outside tax preparation vendor and TIAA.
• Participate in various projects to support TIAA and business initiatives.
• Responsible for the analysis of GST trusts in partnership with the business.

Senior Trust Tax Analyst

• Oversee all aspects of the company's tax strategy, compliance, and planning.
• Manage a team of approximately five tax professionals.
• Collaborate with cross-functional teams.
• Provide strategic tax guidance.
• Ensure compliance with applicable laws and regulations.
• Oversee tax provisions and disclosures in financial statements.
• Stay updated on changes in tax laws and regulations.
• Identify and mitigate tax-related risks.
• Analyze financial data to identify tax optimization opportunities.

Head of Tax

• Provide leadership, policy definition and risk management to the Indirect Tax function for the United States and Canada
• Oversight of outsourced compliance, engagement management, full audit cycle, and post audit controversy resolution
• Planning and implementation of planning opportunities
• Identifying potential compliance issues and recommending solutions
• Communicating and consulting with senior management on strategic and tax-related issues
• Collaborating with senior business leaders to resolve highly complex tax issues

Indirect Tax Manager

• Lead and manage within the tax practice in Greensboro, NC, focusing on expanding the client base and increasing market share.
• Develop and execute business development strategies aimed at acquiring new clients in the region.
• Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients.
• Stay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutions.
• Mentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax department.

Senior Tax Manager

• Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit
• Perform duties supporting new deal closings and exits
• Process loan and equity requests including billing and liquidations
• Work closely with respective business units and other internal partners
• Develop, design, and implement inter-departmental controls
• Establish and maintain Customer Satisfaction through positive client relations
• Serve as liaison for both borrowers, lenders and investors
• Execute quality work and process efficiencies consistently
• Organize and execute ad-hoc presentations for team members and stakeholders

Associate, Tax Credit Operations – New Market Tax Credit

• Lead an assigned property tax portfolio to ensure compliance with real property ad valorem filings, audits, bill payments, and tax planning
• Performing independent Income/Expense valuation analysis to determine if assessments are equitable
• Preemptively conduct meetings with local assessing authorities to proactively seek appropriate levels of assessment and, when necessary, file appeals
• When necessary, lead and direct 3rd party consultants and attorneys to provide critical technical guidance in property valuations, appeals, and litigation
• Be able to effectively engage state and local tax assessing authorities independently or with 3rd party consultants on valuation matters
• Reviewing and approving property assessments and tax bills
• Preparing property tax budgets
• Research and respond to administrative matters involving property assessments and taxation

Director, Property Tax

• Managing an assigned property tax portfolio to ensure compliance with real property ad valorem filings, audits, bill payments, and tax planning
• Performing independent Income/Expense valuation analysis to determine if assessments are equitable
• Preemptively conduct meetings with local assessing authorities to proactively seek appropriate levels of assessment and, when necessary, file appeals at the appropriate jurisdictional level(s)
• When necessary, lead and direct 3rd party consultants and attorneys to provide critical technical guidance in property valuations, appeals, and litigation using an in-depth knowledge of relevant statues, court decisions, real estate appraisal techniques, and local customs and practices
• Be able to effectively engage state and local tax assessing authorities independently or with 3rd party consultants on valuation matters
• Reviewing and approving property assessments and tax bills
• Preparing property tax budgets
• Research and respond to administrative matters involving property assessments and taxation.

Senior Manager, Property Tax

• Own the product vision, strategy, and roadmap for multiple tax and HR products within the HCM portfolio
• Define and communicate product value propositions that align with market needs and business objectives
• Conduct market analysis, competitive research, and customer feedback sessions to identify opportunities for product enhancement and innovation
• Establish product KPIs and success metrics, regularly reporting on product performance and ROI
• Drive aggressive delivery timelines while maintaining product quality and customer satisfaction
• Lead sprint planning, backlog refinement, and release planning for multiple product teams
• Prioritize features and user stories based on business value, customer impact, and technical dependencies
• Remove impediments and make quick decisions to keep development teams productive and on schedule
• Coordinate cross-product dependencies and ensure alignment across the HCM portfolio
• Partner with engineering, design, sales, customer success, and marketing teams to ensure successful product delivery
• Serve as the primary point of contact for internal and external stakeholders regarding product capabilities and roadmap
• Facilitate communication between technical teams and business stakeholders, translating complex requirements into actionable user stories
• Present product updates and demonstrations to executive leadership, customers, and prospects
• Maintain deep understanding of payroll tax and HR workflows, compliance requirements, and industry best practices
• Engage directly with customers to understand pain points and validate product solutions
• Monitor customer adoption, usage patterns, and satisfaction metrics to inform product decisions
• Champion the voice of the customer throughout the product development lifecycle

Product Owner – Tax

• Work with cross-functional teams to drive product development
• Analyze market trends to inform product strategy and enhancements
• Mentor junior team members to foster their professional growth
• Maintain a level of technical proficiency in product management
• Identify opportunities for process improvements and efficiencies
• Engage with stakeholders to gather feedback and insights
• Uphold the firm's standards of quality and client service

Senior Associate, Tax Innovation – Product Management

• Manage and execute ASC 740 projects
• Review income tax provisions under ASC 740
• Document tax positions and analyses under FIN 48
• Coordinate subject matter experts
• Review taxable income by entity and consolidation
• Manage multiple projects
• Deliver professional services to clients

Senior Manager, Tax Function Solutions

• Identifying and implementing tax planning and consulting opportunities for clients in construction and real estate
• Participating in the tax planning and consultation process
• Researching client issues and communicating findings with managers
• Mentoring Staff and interns
• Delivering outstanding client service in a dynamic team environment

Senior Tax Associate, Real Estate

• Identifying and implementing tax planning and consulting opportunities
• Participating in the tax planning and consultation process for clients
• Researching client issues and regularly communicating findings with managers
• Mentoring Staff and interns
• Delivering outstanding client service while integrating in a dynamic team environment

Senior Tax Associate, Real Estate and Construction

• Identify areas within tax compliance, reporting, and planning that are ideal for process standardization and automation
• Collaborate with internal stakeholders to understand business needs and translate them into functional automation requirements
• Partner with IT Engineering on the design, testing, and implementation of automated workflows using RPA, AI, and other tools
• Serve as the business-side project lead on assigned automation initiatives, helping define scope, prioritize tasks, and coordinate cross-functional input
• Assist in testing, validating, and implementing automation solutions in collaboration with the Engineering team
• Coordinate user acceptance testing (UAT), training sessions, and documentation efforts for automated processes
• Support the evaluation and implementation of tax technologies, including data analytics tools and reporting solutions
• Work closely with the IT and Tax teams to ensure new automation tools align with current systems and workflows
• Help develop materials and lead training sessions to support adoption of new tools and processes within the tax department
• Act as a change agent by promoting a culture of innovation and continuous improvement
• Assist in tracking KPIs and metrics to measure the impact and effectiveness of automation projects
• Provide regular updates to leadership and key stakeholders on progress, issues, and opportunities

Tax Technology Manager

• Apply and grow strategic and tactical capabilities to exceed marketing, sales, and revenue goals
• Drive multi-channel acquisition, customer expansion and partner marketing plans for corporate tax products and services
• Develop and execute marketing programs and events that drive demand
• Spearhead outbound activities to expand market share
• Establish, measure and interpret KPIs
• Collaborate with Sales, Marketing and Partner teams to bridge lead-to-closed/won process
• Create, localize and customize content based on audience and segment
• Validate efficacy of leads-to-closed/won processes and measurement; improve as needed

Senior Marketing Specialist, CP & ESG Corporate Tax

• Provide employment tax advocacy and controversy services on civil matters.
• Investigate, analyze, and problem solve various federal and state employment tax controversy issues.
• Educate and advise clients on taxation rules and best employment tax practice procedures.
• Examine and advise on processes for Forms 940, 941, W-2, 1099, etc.
• Respond to IRS and other tax authority inquiries when requested.
• Demonstrate excellent team skills, positive attitude and high ethical standards.

See all jobs on JobTailor