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Job Description Summary
Performs the full range of taxation work including completion of tax forecasts, maintenance of accurate records and provision of advice to management on related matters. Works independently on most assignments but receives technical guidance on unusual problems and needs approval on proposed plans for projects. May supervise junior taxation staff members. Job Description
Under limited direction, uses specialized knowledge and skills in tax accounting and preparation obtained through education and experience to prepare income tax provision in accordance with ASC 740 and ensure compliance with Internal Revenue Service (IRS) and state rules and regulations. Prepares the quarterly and annual provision in accordance with ASC 740 and ASC 718. Reviews separate and consolidated Federal and state income tax returns. Researches tax ramifications of various financial transactions, analyzes and reconciles tax provision accounts in accordance with ASC 740 and ASC 718 and assist with internal and external audit requests. Resolves and recommends solutions to complex problems. Regular contact with management and other internal customers is required to identify, research, and resolve accounting issues and problems.
Essential Duties and Responsibilities
Researches and implements applicable IRS and state regulations and interpretations.
Researches tax ramifications of moderately complex transactions.
Reviews separate and consolidated tax returns for various subsidiaries of the firm.
Researches Federal and state tax matters as needed.
Assists in managing the financial statement tax accounting and tax compliance processes.
Prepares the quarterly and annual tax provision under ASC 740 (FAS 109).
Performs tax provision preparation, tax payable summaries and flux analysis.
Prepares documentations for footnote disclosures for 10-K/10Q reporting.
Analyzes and reconciles tax accounts for unusual transactions or irregularities.
Prepares information required by internal and external auditors.
Identifies potential tax issues, performs research, and make recommendations to resolve tax issues.
Assists Financial Reporting personnel with Basel III and Dodd-Frank Act Stress Test (DFAST) reporting requirements.
Reviews separate and consolidated tax returns for various subsidiaries of the firm.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Tax accounting and reporting concepts, practices and procedures at an advanced level.
ASC 740 and ASC 718 regulations.
IRS and state tax compliance rules, regulations and filing requirements.
Utilization of the OneSource Tax Software.
Principles of banking, finance and securities industry operations.
Skill in Efficient utilization of OneSource tax software suite, RIA Checkpoint, Oracle and Hyperion financial accounting and reporting software Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases Researching and interpreting IRS requirements General project management
Preparing for and managing Federal income tax audits
Communicating tax rules and regulations to others, including executive management
Reviewing and interpreting financial statements
Compiling and analyzing complex information
Ability to
Read, comprehend and apply complex IRS and GAAP rules, regulations and requirements
Resolve Federal, international and state tax issues
Identify and resolve moderate to complex tax issues.
Identify, recommend and implement process improvements
Demonstrate efficiency and flexibility in managing and performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines
Partner with other functional areas to accomplish objectives
Communicate effectively, both orally and in writing, with all organizational levels
Educational/Previous Experience Requirements
Bachelor's Degree in Accounting or Finance and a minimum of five (5) years’ experience in financial services industry or public accounting firm Master’s degree in Accounting or Tax preferred OR ~ Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications CPA preferred Travel Required: Travel to corporate office in St. Petersburg, Fl up to four (4) times a year.
Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience
General Experience - 6 to 10 years Certifications
Certified Public Accountant (CPA) - Boards of Accountancy (NASBA) Salary Range
$100,000.00-$140,000.00 Travel
Less than 25% Workstyle
Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
