US State Income Tax

State Income Tax -  Job Description

Highly motivated and able to multitask, manage competing priorities, and complete deliverables on time.

The tax organization is highly collaborative and team-oriented. Success in this role requires a strong execution focus, excellent communication skills, and the ability to adapt to change.

Typically, professionals contribute across all key components of tax, including planning and research, audits, compliance, and financial reporting.

Excellent written and verbal communication skills, with the ability to lead projects effectively.

Prepare complex state tax returns and related filings.

• Review routine to moderately complex state tax returns, including state income tax returns, extensions, and estimated payments.
• Drive the state income tax compliance process and serve as the liaison with PwC.
• Identify, recommend, and implement process improvements.
• Develop general corporate tax technical expertise, as well as specialized insurance state tax knowledge.
• Conduct research on complex tax issues and proposed transactions, document conclusions in memos, and present findings.
• Analyze complex financial information and prepare and review deliverables for the state tax financial reporting process.
• Monitor key state tax legislative developments and communicate relevant changes to the company.
• Assist in managing audits by state and local tax authorities and responding to state notices; draft correspondence to state taxing authorities.

Work toward becoming the primary point of contact for SIT notices by:

• Ensuring all SIT notices are progressing appropriately and following up with staff and approvers as needed each week.
• Reporting on the health of the SIT notice process to managers.
• Highlighting issues, concerns, roadblocks, and wins.
• Ensuring logs are synced weekly and coordinating with PwC.
• Assigning out all SIT notices.

Support the implementation of cost-effective tax planning strategies designed to create value and optimize the company’s worldwide tax position.

Act as a mentor to staff members through training, coaching, and performance feedback.

This document is confidential and intended for internal use only.