• Timely and accurately complete state regulatory surplus lines tax filings
• Ensure proper documents are received and reviewed from client submission
• Conduct compliance and quality review on documents, state legislation, codes and procedures associated with surplus lines tax filing
• Maintain working knowledge of surplus lines tax regulations
• Reconcile filings with InsCipher Connect platform and state transaction reports
• Assist in directing other team members as needed to maintain compliance with all surplus lines tax filings
• Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service, and respond with a sense of urgency as required
• Assist with any surplus lines audits, verifying transactions, documents, and filings
• Assist with surplus lines calls and accurately and efficiently respond to emails, outlook tasks, and voicemails
• Provide technical assistance to InsCipher Connect clients
• Coordinate multiple projects, ensuring timely and accurate deliverables and effectively resolve any issues that occur
• Effectively build professional, positive working relationships with both clients and all levels of the organization
• Independently investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes
• Properly document all correspondence with the state and client in their applicable location
• Support the Surplus Lines Tax Leadership Team in fulfillment of ad hoc requests, as needed
• Adapt to and provide feedback on any internal workflow and process changes
• Escalate customer, state, or internal issues through proper channels when needed
• Required to perform other duties as requested, directed, or assigned

Tax Associate

• Lead the end-to-end global close process in accordance with ASC 740 including related SEC reporting, driving accuracy, timeliness, and control integrity
• Own global provision governance, including standardized templates, review protocols, documentation requirements, and escalation frameworks
• Conduct sophisticated ASC 740 technical analyses, including new accounting standards, business operations, structural changes, and tax law developments
• Act as an ambassador to across business functions to identify upstream operational or accounting changes and ensure timely evaluation of tax accounting impacts
• Lead technical assessment and documentation for transactions, restructurings, acquisitions, and other business events impacting the tax provision
• Serve as a technical reviewer for provision activities performed by teams outside the U.S.
• Mentor and elevate the global team's technical capabilities and support long-term scalability
• Drive adoption of technology-enabled provision processes and documentation workflows
• Partner in automation, data readiness, and system improvement initiatives cross functionally.

Senior Tax Provision Manager

• Prepare and review of the Clean Energy US federal and state partnership income tax returns
• Support quarterly reporting to investors, including the preparation of information in accordance with ASC740
• Assist with technical research and quantitative analysis for business and tax planning projects that optimize financial and cash taxes on existing and prospective company investments and consider effects on the business and its owners
• Support the forecasting and annual budgeting process, state and local clean energy grants and incentives, disallowed business interest, valuation allowance, outside basis, and uncertain tax positions of the Clean Energy business provided to its investors
• Support transaction review and documentation processes, including various federal, state and local tax areas, including the review of financial models

Tax Analyst

• 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

• Support executive compensation and benefits tax matters, including equity compensation, deferred compensation and 409A, Sections 162(m) and 280G, payroll taxes, and related reporting considerations under ASC 718 and ASC 740
• Research and prepare compensation planning and benchmarking analyses for executive compensation models
• Perform technical tax research, identify when additional analysis is needed, and apply appropriate guidance
• Support the partner team with practice strategy, planning, budgeting, and the development of new delivery capabilities to meet evolving market needs
• Communicate with clients through clear verbal communication and professional written deliverables, including technical memoranda and tax opinions

Senior Tax Associate, National Tax Office – Compensation and Benefits

• Preparation of individual, trust, gift, partnership, corporate, and S-corporation tax returns, extensions, and quarterly estimates
• Reconcile retained earnings, analyze general ledgers, and prepare appropriate journal entries
• Prepare year-end individual tax projections and year-end close-outs of loan-out corporations
• Expand technical skills in tax areas relevant to the entertainment industry and high-net-worth individuals and families
• Review federal and state tax notices received by clients and correspond with taxing authorities in response to notices
• Assist with compiling information in preparation for governmental audits
• Prepare financial statements for high-net-worth clients, including recording investment activities from brokerage accounts
• Manage time efficiently and handle multiple tasks simultaneously with minimal supervision
• Develop strategic tax planning and tax research skills

Associate II – Family Office, Tax Services

• Prepare and review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
• Prepare more complex client work and delegate entry level work to staff accountants
• Take ownership and organize workflow of client engagements, ensuring filing deadlines are met
• Identify tax issues and propose strategies to resolve them
• Research technical tax information
• Respond to and prepare correspondences to tax authorities
• Responsible for meeting engagement timelines and budget guidelines, and provide job status to partners, managers, and client personnel in a timely manner
• Develop strong relationships with firm professionals and clients
• Supervise and manage expectations of engagement teams, staff accountants and/or interns on your teams
• Coach and provide feedback to junior team members
• Effectively utilize and train others on firm tax preparation software
• Participate in staff and senior level trainings
• Ensure high quality of work product

Tax Senior – Supervising Senior

• Provide top-level review of federal and multi-state income tax returns for partnerships, corporations, and individuals and related workpapers
• Perform technical research and write correspondences
• Lead and trains teams of staff, seniors and managers
• Oversee planning and scheduling of engagements
• Create engagement budgets and in charge of billings
• Ensure quality of work product
• Monitor work-flow
• Coordinate constant flow of internal and external communication
• Maintain and develop business with existing and prospective clients
• Work closely with clients to advise on income tax issues and related tax planning

Tax Senior Manager – Principal

• Lead the end-to-end global close process in accordance with ASC 740 including related SEC reporting, driving accuracy, timeliness, and control integrity
• Own global provision governance, including standardized templates, review protocols, documentation requirements, and escalation frameworks
• Conduct sophisticated ASC 740 technical analyses, including new accounting standards, business operations, structural changes, and tax law developments
• Act as an ambassador to across business functions to identify upstream operational or accounting changes and ensure timely evaluation of tax accounting impacts
• Lead technical assessment and documentation for transactions, restructurings, acquisitions, and other business events impacting the tax provision
• Serve as a technical reviewer for provision activities performed by teams outside the U.S.
• Mentor and elevate the global team's technical capabilities and support long-term scalability
• Drive adoption of technology-enabled provision processes and documentation workflows
• Partner in automation, data readiness, and system improvement initiatives cross functionally

• 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.

• Complete all aspects of accounting, tax and audit engagements for clients
• Execute solid understanding of accounting and auditing principles, general tax regulation, general quality control auditing standards, technology implementation procedures, etc. relative to individual client assignments
• Adhere to engagement budget constraints and complete assigned tasks within the time requested
• Strive to attain charge hour goals
• Practice in early practice development activities such as: memberships in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Additional responsibilities as assigned

Tax jobs in Utah

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Tax Associate

Senior Tax Provision Manager

Tax Analyst

Tax Manager

Senior Tax Analyst

Senior Tax Associate, National Tax Office – Compensation and Benefits

Associate II – Family Office, Tax Services

Tax Senior – Supervising Senior

Tax Senior Manager – Principal

Senior Tax Provision Manager

Tax Manager

Tax Specialist