Coordinates workflow for a team responsible for preparing and maintaining tax and regulatory records, returns, and reports for internal and/or external clients;
Assists clients with development of tax and other regulatory strategies and makes recommendations for compliance with regulations;
Allocates work to the team. Monitors metrics balancing workloads;
Provides oversight of work processes related to data gathering and validation, as well as the completion of calculations tied to tax and other regulatory filings;
Provides project management for the team to ensure work is completed accurately and with quality assurances;
Assists clients in addressing tax and/or regulatory questions posed by their investors;
Motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team;
Manages a team of Tax Reporting and Compliance professionals and support staff;
Responsible for the achievement of team goals and objectives, talent management and supervision of team members.
Education/experience
Bachelor’s degree in a business discipline or the equivalent combination of education and experience is required;
4-5 years of total work experience and 0-1 years of management experience preferred;
Experience in tax reporting and analysis preferred.