Private Client Tax Advisory Senior Manager at AAB delivering strategic tax advisory services across private clients. Leading projects, managing relationships, and providing technical expertise in various areas of tax.
About the role
- Senior Tax Analyst assisting the Tax Director with US federal income tax returns. Responsible for process improvement and tax technical research in a collaborative environment.
Responsibilities
- Primarily responsible for assisting Tax Director with preparation of the Company’s US federal income tax returns
- Secondary responsibilities involve assisting with process improvement initiatives related to the US federal income tax return
- Compile data for and prepare Company’s consolidated US federal corporate income tax return using CorpTax based applications
- Preparation of additional US federal income tax returns for entities not included in consolidated filing
- Assist members of the corporate tax department with tax technical research, tax technology and process design
- Assist with maintenance and support of tax department applications and databases
- Implement department SOX controls related to US tax return preparation process
- Assist department personnel with reconciliation of US federal income tax returns to amounts reported on Company’s publicly filed financial statements
- Support Internal Revenue Service audit documentation requirements
- Perform other duties as required
Requirements
- Bachelor’s degree in Accounting, Finance or related field
- Four (4) years of experience in Tax and/or Accounting; OR
- Two (2) years of experience as an Accountant for a Big 4 public accounting firm
- Experience with U.S. income tax rules and regulations, including emphasis in the area of corporate consolidations
- Experience with Adobe and Microsoft Tools (SharePoint, OneDrive, Excel, Word, PowerPoint, Teams & Outlook)
- Proficient in use of BNA, RIA, CCH and other tax and accounting research tools
- Master’s degree in Accounting or Tax CPA designation highly preferred
- Experience with SAP, OneStream, Corptax, Alteryx, Business Objects, Microsoft Power Query and Power BI applications
Benefits
- Affordable medical, dental and vision benefits
- Company-paid life and disability insurance
- 401(k) plan with employer contribution/match
- Paid time off, paid sick time, holiday pay, parental leave
- Tuition Assistance
- Employee Assistance Program
- Discounted insurance plans for auto, home and pet
- Internal progression opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Manager in Private Client Advisory leading client projects at AAB, a professional services firm supporting individuals and businesses across the UK, Ireland, and the USA.
Private Client Tax Advisory Senior Manager overseeing and leading client projects within a professional services firm. Focusing on tax advisory services for private clients with a collaborative team approach.
Private Client Tax Compliance Manager at AAB, a leading professional services firm. Managing client portfolios and ensuring compliance with tax regulations.
Manage client portfolios ensuring tax compliance at a leading professional services firm in the UK. Collaborate with teams and mentor junior staff while identifying business opportunities.
Indirect Tax Assistant Manager at KPMG in London. Responsible for providing advisory services on Indirect Tax issues and managing client relationships.
Tax Analyst ensuring compliance with tax obligations for Vantive's legal entities. Supporting corporate tax requirements and audit processes within a global organization.
Partner role at Aprio empowering professionals in Tax to grow and lead client engagements. Responsible for client leadership, business development, and talent mentoring in a collaborative environment.
Tax Compliance Professional driving global tax compliance strategies for Schneider Electric. Collaborating with departments and tax authorities to optimize operations and ensure legal compliance.
Senior Process Associate responsible for document analysis and data extraction for US Tax compliance. Utilizing OCR automation and collaborating with internal teams for effective solutions.