Tax Senior Accountant

Socket.dev; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Socket.dev in Dallas, TX, seeks a Tax Senior to support the company’s tax function. You will assist with federal, state, and local tax notices, coordinate data collection, maintain workpapers, and support audits, sales and use tax, and special tax projects.

The role partners with Accounting, Legal, and external advisors to ensure timely compliance, analyze legislation, and develop process improvements. A Bachelor’s degree in Accounting and 2+ years in taxation are required, with strong Excel

Qualifications

• Undergraduate degree (B.S. or equivalent) in Accounting.
• Minimum of 2 years of progressive experience in taxation, public accounting, or corporate tax.
• Strong understanding of federal, state, and local tax concepts.
• Advanced Microsoft Excel skills and data analysis.
• Experience supporting tax audits and notices preferred.
• Proficient in Microsoft Office Suite with ability to learn tax systems.
• Excellent analytical and communication skills and ability to manage multiple priorities.

Responsibilities

• Assist with federal, state, and local tax audits by gathering documentation and coordinating responses.
• Support sales and use tax processes, including registrations and exemption certificates.
• Prepare and maintain tax workpapers and supporting schedules for management and external advisors.
• Assist with review and resolution of tax notices and related correspondence.
• Support tax planning initiatives and tax matters related to entity changes and acquisitions.
• Research tax matters and communicate findings to management.
• Analyze the tax impact of new legislation and transactions.
• Collaborate with Accounting, Legal, and external advisors on corporate transactions.
• Coordinate Schedule K-1 reporting and Form 8594 allocations.
• Identify process improvements and enhance compliance and efficiency.

Skills

Analytical skills

Problem solving

Communication skills

Attention to detail

Independent worker

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Microsoft Office

Outlook

Job description

The Tax Senior reports directly to the Tax Manager and plays a key role in supporting the Company's tax function. Primary responsibilities include assisting with the review and resolution of federal, state, and local tax notices; coordinating tax data collection and maintaining tax workpapers; assisting with tax audits and information requests; supporting sales and use tax activities; researching tax matters; and assisting with special projects, tax planning initiatives, and other ad hoc requests. The position partners closely with internal departments and external tax advisors to ensure timely and accurate tax reporting and compliance.

• Support federal, state, and local tax audits by gathering documentation, preparing responses, and coordinating information requests
• Assist with sales and use tax processes, including registrations, exemption certificates, audits, and compliance reviews
• Prepare and maintain tax workpapers, supporting schedules, and tax records for management and external tax advisors
• Assist with review, tracking, and resolution of federal, state, and local tax notices and related correspondence
• Support tax planning initiatives and assist with tax matters related to legal entity changes and business acquisitions
• Research federal, state, and local tax matters and communicate findings and recommendations to management
• Analyze the tax impact of new legislation, regulations, and business transactions
• Assist in evaluating tax risks and recommending solutions to minimize exposure
• Work with Accounting, Legal, and external tax advisors to gather information related to corporate transactions
• Coordinate documentation, recordkeeping, and distribution activities related to Schedule K-1 reporting and Form 8594 purchase price allocations.
• Collaborate with the Tax Manager on ad hoc tax projects and special requests
• Monitor changes in tax laws and regulations and assist with enhancing compliance and efficiency
• Assist in developing and enhancing tax processes, procedures, and internal controls
• Identify opportunities for process improvements, automation, and increased efficiency within assigned areas of responsibility
• Meet departmental goals and expectations and perform other duties as assigned by supervisor
• Oversee area of responsibility in a manner consistent with the Mission and Values of the Company

Qualifications

• Undergraduate degree (B.S. or equivalent) in Accounting
• Minimum of 2 years of progressive experience in taxation, public accounting, or corporate tax
• Strong understanding of federal, state, and local tax concepts
• Advanced Microsoft Excel skills, including pivot tables, xlookup/vlookup, data analysis, and reconciliation of large datasets
• Experience researching and analyzing tax issues and interpreting tax regulations
• Experience supporting tax audits, tax notices, and information requests preferred
• Proficient in Microsoft Office Suite (Excel, Word, Outlook) with the ability to quickly learn and utilize tax and financial reporting systems
• Strong analytical and problem-solving skills with the ability to evaluate complex issues and develop practical solutions
• Organizational and project management skills with the ability to manage multiple priorities and meet deadlines
• Strong written and verbal communication skills with the ability to effectively interact with employees, management, external advisors, and taxing authorities
• Ability to maintain confidentiality and exercise professional judgment when handling sensitive information
• Self-motivated with the ability to work independently and collaboratively in a fast-paced environment
• Ability to build positive working relationships, maintain a professional demeanor, and contribute effectively as a team member
• Ability to identify process improvements, increase efficiencies, and recommend effective solutions
• Available nights and weekends, as needed