CFO Senior Tax Professional II

National Association of Mutual Insurance Companies; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services institution is seeking a Tax Planner responsible for compliance activities and developing tax optimization strategies. The role involves analyzing tax laws, preparing tax returns, and collaborating with teams to meet business objectives. Ideal candidates possess a Bachelor's degree and at least two years of relevant experience, with a focus on analytical thinking and stakeholder management.

Qualifications

• Minimum 2 years of public accounting firm or industry experience in ASC 740.
• Strong written and oral communication skills.
• Ability to analyze US GAAP accounting and tax laws.

Responsibilities

• Analyzes and interprets tax laws and regulations.
• Prepares and reviews federal, state, and local tax returns.
• Researches and analyzes tax issues.

Skills

Analytical Thinking

Issue Management

Tax Administration

Continuous Improvement

Attention to Detail

Financial Analysis

Education

Bachelor's degree in related field

Tools

Corptax software

SAP general ledger platform

Tableau

Alteryx

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for tax planning, advisory, forecasting, and compliance activities. Key responsibilities include complying with tax reporting requirements for various government jurisdictions, researching tax issues and developing effective tax optimization strategies, and supporting the achievement of business objectives by collaborating on activities and projects with teammates and partners throughout the enterprise. Job expectations include leading projects, coordinating resources and leading partner relationships.

Responsibilities:

• Analyzes and interprets tax laws and regulations
• Assists in the preparation of tax planning and compliance strategies
• Prepares and reviews federal, state, and local tax returns
• Researches and analyzes tax issues
• Supports the preparation of tax compliance and reporting requirements
• Prepares and reviews tax estimates and projections
• Identifies and implements process improvements

Required Qualifications:

• Bachelor's degree in related field
• Minimum 2 years of public accounting firm or industry experience in ASC 740
• Strong written and oral communication skills
• Ability to analyze US GAAP accounting and tax laws.
• Ability to multitask and prioritize workload in a dynamic environment in order to meet internal and external deadlines
• Strong time management skills

Desired Qualifications:

• Master's degree preferred
• CPA preferred
• Corptax software experience
• Experience with SAP general ledger platform
• Emerging Technologies (ex: Tableau, Alteryx)

Skills:

• Analytical Thinking
• Issue Management
• Tax Administration
• Continuous Improvement
• Policies, Procedures, and Guidelines Management
• Process Effectiveness
• Relationship Building
• Stakeholder Management
• Attention to Detail
• Financial Analysis
• Reporting
• Written Communications

Shift:
1st shift (United States of America)

Hours Per Week:
40