Tax Generalist Associate

SMBC Group; Charlotte, Northern (NC, KY); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

SMBC Group in the United States seeks a Tax Specialist to manage state and local tax returns and compliance for multiple entities within the SMBC family. The role emphasizes accuracy, regulatory knowledge, and collaboration with external advisors.

Hybrid work arrangement with some in-office time; candidates should live within commuting distance of a SMBC office in the Charlotte area. The team supports strategic initiatives and cross-functional projects across the Americas.

Qualifications

• Minimum of 3/4 years of experience in tax, with a focus on tax and accounting.
• Bachelor’s Degree, in accounting and/or finance is preferred.
• Understanding of tax laws and regulations, ASC 740, and financial reporting under GAAP.
• Ability to prepare tax returns using OneSource software.
• Knowledge and experience in Alteryx and automation of tax provision/return preparation is a plus.

Responsibilities

• Prepare and file corporate state tax workpapers and returns, using OneSource software
• Prepare quarterly estimated tax payments
• Assist with managing state tax notices and resolving issues with the tax authorities
• Assist and provide support for state tax audits
• Collaborate with external tax advisors and cross-functional teams to support business objectives and drive strategic initiatives.

Skills

Tax experience

Accounting

ASC 740 knowledge

GAAP knowledge

Education

Bachelor’s Degree in accounting and/or finance

Tools

OneSource

Alteryx

Job description

Select how often (in days) to receive an alert:

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Role Description

The Tax Specialist will be responsible for state & local tax returns and other tax compliance matters for various entities within the SMBC group.

Responsibility

• Prepare and file corporate state tax workpapers and returns, using OneSource software
• Prepare quarterly estimated tax payments
• Assist with managing state tax notices and resolving issues with the tax authorities
• Assist and provide support for state tax audits
• Collaborate with external tax advisors and cross-functional teams to support business objectives and drive strategic initiatives.

Qualifications and Skills

• Minimum of 3/4 years of experience in tax, with a focus on tax and accounting
• Bachelor’s Degree, in accounting and/or finance is preferred
• Understanding of tax laws and regulations, ASC 740, and financial reporting under GAAP
• Ability to prepare tax returns using OneSource software
• Knowledge and experience in Alteryx and automation of tax provision/return preparation is a plus

Additional Requirements

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [e-mail].