Senior Accountant – Corporate Tax - Remote

Raymond James Financial, Inc.; Montpelier (VT); Remote; USD 90,000 - 130,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Tax Accountant to support Federal and state tax compliance, planning, and research. You will work with auditors, prepare tax returns, and help implement tax provisions and related disclosures.

The role requires 3+ years in tax accounting and a Bachelor's degree in accounting or finance, with a Master’s preferred. Occasional travel to corporate HQ may be required.

Qualifications

• Minimum of three years’ experience in tax accounting and compliance, preferably with public accounting exposure.
• Bachelor’s Degree in Accounting or Finance is required.
• Master’s Degree in Accounting or Tax is preferred.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Responsibilities

• Assists with state audit requests and coordinates with state auditors regarding moderate to complex tax issues.
• Assists with technology improvement processes to enhance efficiency and accuracy
• Researches and implements applicable IRS and state regulations and interpretations.
• Researches tax ramifications of moderately complex transactions.
• Prepares and reviews work papers, calculations and forms with respect to Federal and state tax compliance.
• Reviews Federal and state income tax returns, including consolidated/combined returns.
• Supervises, reviews and analyzes state apportionment and allocation work papers.
• Reviews annual tax return extensions and quarterly estimated payment calculations.
• Responds to notices from Federal, state and local jurisdictions.
• Analyzes FASB 109 (ASC 740) and FIN 48 (ASC 740-10) regulations and prepares income tax provision disclosures.
• Has regular contact with internal and external clients/auditors.
• Handles various levels of tax consulting work in response to client needs.
• Performs other duties and responsibilities as assigned.

Skills

Federal and State tax compliance

Tax research and planning

Tax technology and data analytics

Audit coordination with internal/exte​

Communication across organizational​​s

Process improvement and automation

Education

Bachelor’s Degree in Accounting or Finance

Master’s Degree in Accounting or Tax

Tools

OneSource Tax Software

ChatGPT/Copilot for tax research

Job description

Essential Duties and Responsibilities

• Assists with state audit requests and coordinates with state auditors regarding moderate to complex tax issues.

• Assists with technology improvement processes to enhance efficiency and accuracy

• Researches and implements applicable IRS and state regulations and interpretations.

• Researches tax ramifications of moderately complex transactions.

• Prepares and reviews work papers, calculations and forms with respect to Federal and state tax compliance.

• Reviews Federal and state income tax returns, including consolidated/combined returns.

• Supervises, reviews and analyzes state apportionment and allocation work papers.

• Reviews annual tax return extensions and quarterly estimated payment calculations.

• Responds to notices from Federal, state and local jurisdictions.

• Analyzes FASB 109 (ASC 740) and FIN 48 (ASC 740-10) regulations as well as prepares quarterly/annual income tax provision, related disclosures to the financial statements and internal stakeholder reports

• Has regular contact with internal and external clients and/or auditors.

• Handles various levels of tax consulting work in response to client needs.

• Performs other duties and responsibilities as assigned.

Knowledge of:

• Federal and state tax return filing requirements and methodologies.

• State apportionment and sourcing concepts.

• Tax accounting and reporting concepts, practices and procedures.

• FASB 109 (ASC 740) and FIN 48 (ASC 740-10) regulations

• Principles of banking and finance and securities industry operations

• OneSource Tax Software

• AI Technology (ChatGPT/Copilot)

• undefined

Skills in:

• Federal and State tax compliance, state audit management and tax planning.

• Researching and interpreting Federal and state tax requirements.

• Tax technology, automation, data analytics, and process improvement

• Reviewing and interpreting workpapers, tax returns and financial documents

• Communicating tax rules and regulations to others.

• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

Ability to:

• Read, comprehend and apply complex IRS and state rules, regulations and requirements.

• Identify and resolve moderate tax issues.

• Identify, recommend and implement process improvements

• Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines.

• Partner with other functional areas to accomplish objectives.

• Communicate effectively, both orally and in writing, with all organizational levels.

• Establish and maintain effective working relationships.

Education/Previous Experience:

• Minimum of three years’ experience in tax accounting and compliance, preferably with a portion of the experience at a public accounting firm.

• Bachelor’s Degree in Accounting or Finance required.

• Master’s Degree in Accounting or Tax preferred.

• undefined

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

• undefined

Licenses/Certifications

NA

Travel Required:

Yes. Occasional travel to Corporate Headquarters in St. Petersburg, Florida as needed.