Senior Tax Specialist

IBM; Armonk (NY); Hybrid; USD 237,000 - 287,000; Full time

Job summary

IBM Corporation in Armonk, NY is seeking a Senior Tax Specialist to develop, test, and run a US tax forecasting model that supports senior management decision‑making with real‑time insights.

You will analyze the impact of US tax reform and Pillar 2, integrate results into external reporting and internal forecasting, monitor global tax developments, and communicate findings to executives.

Qualifications

• Bachelor's degree in Accounting, Finance or related discipline required.
• Five years of experience as a Tax Analyst or related role with ASC 740 experience.
• Experience with US GAAP, Power Query, Power BI, OneSource Tax Provision and tax software.

Responsibilities

• Develop, test, implement, and run a forecasting model to estimate tax rates.
• Analyze impact of US tax reform and Pillar 2 rules.
• Deliver real-time insights to support senior management decisions.
• Apply model outputs to external reporting and internal forecasting processes.
• Monitor US and international tax law developments on an ongoing basis.
• Communicate model results to executive management for reporting purposes.
• Provide documentation to support internal controls and audits.
• Conduct scenario planning and sensitivity analyses for tax legislation impacts.
• Lead or participate in special projects related to tax planning or M&A.
• Leverage AI analytics tools to enhance forecasting accuracy.

Skills

US GAAP ASC 740

Education

Bachelor's degree in Accounting or Finance

Tools

Power Query

Power BI

OneSource Tax Provision

Corptax

OneSource

DB2 QMF for Workstation

IBM SPSS Statistics

Job description

Senior Tax Specialist - Forecasting and Planning, IBM Corporation, Armonk, NY (Up to 40% telecommuting permitted):

• Develop, test, implement, and run a forecasting model to estimate company’s short and long-term tax rates.
• Conduct analysis of the impact of U.S. tax reform and Pillar 2 rules.
• Ensure the model delivers real-time insights to support senior management decision-making.
• Apply the model in both company’s external reporting and internal forecasting processes.
• Monitor U.S. and international legislative and regulatory tax law developments on an ongoing basis.
• Communicate model results effectively to the executive management team for use in internal and external quarterly and annual reporting.
• Provide necessary documentation to support internal controls and external audits.
• Conduct scenario planning and sensitivity analyses to assess the potential financial impacts of proposed tax legislation under varying economic conditions.
• Support compliance with global tax initiatives, such as OECD Pillar Two and country-by-country reporting, by integrating U.S. tax considerations into broader international tax efforts.
• Lead or participate in special projects and ad hoc analyses related to tax planning, mergers and acquisitions, or organizational changes.
• Leverage AI driven analytics tools to enhance the accuracy and efficiency of the US tax forecasting model, incorporating machine learning algorithms to identify patterns and trends in historical tax data.
• Participate in internal training and development initiatives, helping to educate our tax team on evolving tax legislation and its implications for the organization.
• Utilize: US GAAP accounting standards (ASC 740), Power Query and Power BI, OneSource Tax Provision, Tax Compliance Software (Corptax, OneSource), DB2 QMF for Workstation, IBM SPSS Statistics.

Required: Bachelor's degree or equivalent in Accounting, Finance or related and five (5) years of experience as a Tax Analyst or related. Five (5) years of experience must include utilizing US GAAP accounting standards (ASC 740), Power Query and Power BI, OneSource Tax Provision, Tax Compliance Software (Corptax, OneSource), DB2 QMF for Workstation, IBM SPSS Statistics. $236971 to $286971 per year. Full time. AV225.

Required education

Bachelor's Degree

Required technical and professional expertise

• Bachelor's degree or equivalent in Accounting,
• Finance or related and five (5) years of experience as a Tax Analyst or related.
• Five (5) years of experience must include utilizing US GAAP accounting standards (ASC 740), Power Query and Power BI, OneSource Tax Provision, Tax Compliance Software (Corptax, OneSource), DB2 QMF for Workstation, IBM SPSS Statistics.

YOUR LIFE @ IBM

In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.

Being an IBMer means you’ll be able to learn and develop yourself and your career, you’ll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.

Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.

Are you ready to be an IBMer?

ABOUT IBM

IBM’s greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.

Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we’re also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business.

At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it’s time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.

IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

OTHER RELEVANT JOB DETAILS

IBM offers a competitive and comprehensive benefits program. Eligible employees may have access to:

• Healthcare benefits including medical & prescription drug coverage, dental, vision, and mental health & well being
• Financial programs such as 401(k), the IBM Employee Stock Purchase Plan, financial counseling, life insurance, short & long- term disability coverage, and opportunities for performance based salary incentive programs
• Generous paid time off including 12 holidays, minimum 56 hours sick time, 120 hours vacation, 12 weeks parental bonding leave in accordance with IBM Policy, and other Paid Care Leave programs. IBM also offers paid family leave benefits to eligible employees where required by applicable law
• Training and educational resources on our personalized, AI-driven learning platform where IBMers can grow skills and obtain industry-recognized certifications to achieve their career goals
• Diverse and inclusive employee resource groups, giving & volunteer opportunities, and discounts on retail products, services & experiences

We consider qualified applicants with criminal histories, consistent with applicable law.

This position was posted on the date cited in the key job details section and is anticipated to remain posted for 21 days from this date or less if not needed to fill the role.

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.