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Financial ERP Business Lead overseeing SAP S/4HANA Financials solutions within banking. Leading teams and driving process improvements with a focus on compliance and effectiveness.
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Hybrid Investment Tax Accountant – Special Projects, Strategic Initiatives
Posted last week
About the role
- Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system
- Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues
- Participate in testing of Eagle software upgrades
- Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended
- Assist in reviewing new investment transactions for correct tax treatment
- Assist in executing various tax internal controls for investments
- Reconcile deferred tax balances for securities investments
- Assist in preparing wash sales analysis
- Stay current with tax law changes
- Proactively identify and implement process improvements
Requirements
- Undergraduate degree in Accounting/Finance or related field
- 6+ years of tax experience, preferably in public accounting or financial service environments
- Master’s degree in Taxation and/or CPA a plus
- 8+ years of tax experience in public accounting or large financial services environments
- Experienced tax and accounting technical knowledge including tax code and regulations and GAAP accounting under ASC 740
- Experience with Statutory Accounting Principles a plus
- Education and/or experience utilizing business intelligence applications, such as Alteryx, highly desirable
- Comfortable working with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems
- Understanding of tax treatments of various securities transaction types
- Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives
- Proficient Excel skills and workpaper organizational ability, integrating systems and analytical results
- General knowledge of corporate taxation
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work location policy
- Learning and development opportunities
- Networking opportunities including access to diversity-focused resource groups
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