Senior Income Tax Accounting Analyst

Kaiser Permanente; Pleasanton (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Kaiser Permanente is seeking an Income Tax Accounting Analyst IV to lead the corporate tax function for The Permanente Medical Group, Inc. This role manages tax accounting, compliance, planning, audits, and technical research while serving as the tax subject matter expert for the organization.

Responsibilities include preparing tax returns and reports for federal, state, local, property, and other taxes; reviewing tax implications of business proposals; and supporting mergers, acquisitions, and

Qualifications

• Minimum two years tax experience.
• Bachelor's degree in Accounting, Business, or related field and minimum five years accounting or related business experience; substitution allowed.

Responsibilities

• Leads the income tax function for the corporate tax department.
• Prepares and completes federal, state, local, property, sales and other tax liabilities.
• Supports external audits and tax research; ensures regulatory compliance and governance.

Skills

Tax accounting

GAAP knowledge

Analytical skills

Education

Bachelor's degree in Accounting, Business, or related field

Tools

Excel

Job description

Overview:

The Income Tax Accounting Analyst IV leads the income tax function for the corporate tax department for The Permanente Medical Group, Inc., a professional services corporation.

This position has end-to-end responsibility for the corporate income tax function, overseeing tax accounting, compliance, planning, audits, technical research, tax position documentation, and policy governance. The role serves as the organization's tax subject matter expert, driving effective tax strategies, ensuring regulatory compliance, and managing relationships with external tax advisors.

Job Summary:

In addition to the responsibilities listed below, this position is responsible for preparing and completing tax returns and reports involved with federal, state, local, property, sales and/or other tax liabilities. This includes maintaining current knowledge of tax laws affecting the company, reviewing proposals for tax implications, and recommending actions which meet business plans while managing tax liability. This position will also be responsible for assisting in tax audits and may be involved with tax accounting activities related to mergers and acquisitions.

Essential Responsibilities:

• Practices self-development and promotes learning in others by proactively providing information, resources, advice, and expertise with coworkers and customers; building relationships with cross-functional stakeholders; influencing others through technical explanations and examples; adapting to competing demands and new responsibilities; listening and responding to, seeking, and addressing performance feedback; providing feedback to others; creating and executing plans to capitalize on strengths and develop weaknesses; supporting team collaboration; and adapting to and learning from change, difficulties, and feedback.


• Completes work assignments and supports business-specific projects by applying expertise in subject area; supporting the development of work plans to meet business priorities and deadlines; ensuring team follows all procedures and policies; coordinating resources to accomplish priorities and deadlines; collaborating cross-functionally to make effective business decisions; solving complex problems; escalating high priority issues or risks as appropriate; and recognizing and capitalizing on improvement opportunities.


• Supports financial transactions by preparing complex accounting activities and reconciliations leading to a complete set of accurate financial statements (e.g. journal entries, estimates, disbursements) in accordance with GAAP and company policies; and reviewing complex accounting activities prepared by others.


• Conducts external reporting of Company financial information externally by completing and reviewing reports and analyses for statutory reporting to external agencies (e.g. IRS, Census Bureau, NAIC, FTC).


• Supports financial analyses by examining operational statistics to explain financial results, inform decision-making and take action to pursue efficiencies and quality financial outcomes; responding to ad hoc request for analysis; establishing data gathering methods; and developing expertise in data origination.


• Communicates financial results by presenting conclusions about areas of accountability to appropriate levels of management in verbal and written form, documenting positions and processes in support of process improvement, knowledge retention, and audit requirements; and provides consulting services to individuals without finance training.


• Participates in finance system design, implementations, enhancements, and continuous improvements by understanding flow of transactions through source systems; validating ongoing configuration decisions; reviewing systems in area of expertise to ensure that new systems, upgrades, and other system maintenance activities do not impact operations, financial statements, or leadership decision making.


• Monitors Company financial information by completing and reviewing standard and/or ad hoc reports (e.g., balance sheets, income statements, volume reporting, trade spending reports, day sales inventory, Brand Contribution Statements, analysis spreadsheets, operating capital, allowance for loan losses); and documenting and reviewing assets, liabilities, revenues, and operating expenses in conformity with GAAP and Company accounting policies.


• Meets requirements of policies and procedures to remain compliant (e.g. Sarbanes-Oxley, KP-NCO, POR).


• Supports internal and external audits by preparing complex audit schedules and reviewing complex information and/or documentation for submission to internal and external auditors, and the Tax department.

Minimum Qualifications:

• Minimum two (2) years tax experience.


• Bachelors degree in Accounting, Business, or related field AND Minimum five (5) years accounting or related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.

Preferred Qualifications:

• Two (2) years income tax experience.


• Certified Public Accountant (CPA).


• Three (3) years experience working with advanced functions of spreadsheet software (e.g., Excel), including graphics, pivot tables, macros and/or complex formulas.


• Two (2) years project management experience.


• One (1) year working with intermediate database functions, including developing queries and/or reports.


• Two (2) years audit or accounting firm experience.