Tax Accountant Sr

Finance of America Holdings; Plano (TX); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) with employer match

ESPP

Job summary

Finance of America Holdings seeks a seasoned tax professional to manage corporate and partnership tax compliance across federal, state, and local levels. The role focuses on ASC 740 provisions, tax planning, and research to support accurate financial reporting and strategic decisions.

You will lead tax calculations, coordinate with auditors and external advisors, and ensure timely filings while staying current on evolving tax laws and regulations.

Qualifications

• Minimum 5 years of progressive experience in corporate tax compliance, tax accounting, and consulting.
• Demonstrated knowledge of federal and state corporate income taxation, partnership taxation, and tax compliance requirements.
• Experience preparing or supporting ASC 740 income tax provisions and related tax accounting processes.
• Understanding of accounting methods, tax research methodologies, and tax planning concepts.
• Knowledge of Up‑C organizational structures, Tax Receivable Agreements (TRAs), and tax basis tracking.
• Strong analytical, problem‑solving, organizational, and project management skills with the ability to manage multiple priorities and deadlines.
• Excellent verbal and written communication skills with the ability to present complex tax concepts clearly to diverse audiences.

Responsibilities

• Manage corporate and partnership federal, state, and local tax compliance.
• Prepare ASC 740 income tax provision analyses and reporting.
• Lead quarterly estimated taxable income calculations and related tax payments.
• Lead special projects involving corporate taxation, flow-through entities, accounting methods, and tax accounting matters.
• Research complex federal, state, and local tax issues, including credits and incentives.
• Conduct tax research on legislation and regulatory developments, providing recommendations to management.
• Prepare and review miscellaneous indirect tax filings and documentation.
• Build relationships with internal partners, external advisors, auditors, and tax service providers.
• Respond to tax inquiries from internal stakeholders and advise on tax implications of business activities.
• Maintain knowledge of tax laws and industry developments affecting the organization.

Skills

Corporate tax compliance

ASC 740

Tax research

Tax planning

Financial reporting

Communication

Education

Bachelor's Degree

Master's Degree in Accounting or Taxation

Job description

Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. Through a range of reverse mortgage solutions, we help customers shape the retirement they’ve earned while continuing to evolve how we serve and work together.

Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.

Responsible for supporting the Company’s federal, state, and local tax accounting and compliance functions, with a primary focus on C‑Corporation and partnership taxation. Serves as a subject matter resource for tax-related matters, supports ASC 740 tax accounting processes, participates in tax planning and research initiatives, and assists with audit responses while ensuring compliance with applicable tax laws and regulations.

Key Responsibilities and Expectations

• Manages corporate and partnership federal, state, and local tax compliance activities, ensuring accurate and timely filings.
• Prepares and supports tax accounting calculations and reporting requirements, including ASC 740 income tax provision analyses.
• Prepares and reviews quarterly estimated taxable income calculations and related tax payment requirements.
• Leads and participates in special projects involving corporate taxation, flow-through entities, accounting methods, and tax accounting matters.
• Coordinates research and resolution of complex federal, state, and local tax issues, including credits, incentives, and other tax‑saving opportunities.
• Conducts tax research on emerging legislation, regulatory developments, and technical tax matters, providing recommendations to management.
• Prepares and reviews miscellaneous indirect tax filings and related supporting documentation.
• Builds and maintains effective working relationships with internal business partners, external advisors, auditors, and tax service providers.
• Responds to tax‑related inquiries from internal stakeholders and provides guidance on tax implications of business activities.
• Maintains current knowledge of federal, state, and local tax laws, regulations, and industry developments impacting the organization.
• Assists with tax audits by gathering documentation, researching technical issues, and preparing responses to federal and state taxing authorities.
• Supports compliance with Tax Receivable Agreement (TRA) requirements and basis tracking associated with the Company’s Up‑C organizational structure.
• Performs other duties as assigned.

Reports To

VP, Tax

Qualifications

Qualifications - Experience/Skills/Competencies

• Minimum 5 years of progressive experience in corporate tax compliance, tax accounting, and consulting within the financial services industry, public accounting, or a related environment.
• Demonstrated knowledge of federal and state corporate income taxation, partnership taxation, and tax compliance requirements.
• Experience preparing or supporting ASC 740 income tax provisions and related tax accounting processes.
• Understanding of accounting methods, tax research methodologies, and tax planning concepts.
• Knowledge of Up‑C organizational structures, Tax Receivable Agreements (TRAs), and tax basis tracking.
• Strong analytical, problem‑solving, organizational, and project management skills with the ability to manage multiple priorities and deadlines.
• Excellent verbal and written communication skills with the ability to present complex tax concepts clearly to diverse audiences.
• Proven ability to build collaborative relationships and effectively partner with internal stakeholders and external service providers.
• Strong attention to detail and commitment to accuracy in financial and tax reporting.
• Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Ability to work independently, exercise sound judgment, and contribute effectively in a team‑oriented environment.

Qualifications - Education - Required

Bachelor's Degree

Qualifications - Education - Field(s)/Profession(s)

Accounting, or a related degree in business.

Qualifications - Education - Preferred

Master's Degree in Accounting or Taxation

Compensation

The base salary range for this position is ($85,000 - $105,000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate’s work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time‑off benefits, flexible spending account, 401(k) with employer match, and ESPP.

Additional Information

The application deadline for this job opportunity is 9/9/2026.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.