Senior Associate in Sales & Use Tax Consulting at Crowe, analyzing tax planning and compliance issues while mentoring team members. Engage collaboratively with clients to deliver high - quality consulting services.
About the role
- Analyst V responsible for providing regulatory support on product tax compliance. Collaborating with business partners on tax reporting and withholding initiatives.
Responsibilities
- Perform complicated research and data analysis to identify and strengthen tax reporting controls and product tax practices
- Supports various aspects of the product tax compliance model
- Develop system requirements and schedules for compliance initiatives
- Conduct compliance reviews on withholding and information reporting processes
- Provide detailed verbal and written compliance guidance to business partners
- Support transactional research, forms review, tax reporting, unclaimed property, and claims
- Respond to internal/external inquiries and research product tax issues
- Build strong relationships with business partners to resolve complex tax issues and ensure alignment on compliance initiatives
- Provide clear, actionable compliance guidance to business partners; communicate complex tax rules in understandable terms
- Requires extensive experience in product tax and tax information reporting and withholding (IRW)
- Applies best practices and knowledge of internal/external business issues to improve tax compliance
- Strong understanding of annuity and life insurance product development and regulatory compliance
- Solves complex problems with innovative, flexible approaches
- Leverages data analytics to identify trends in product tax and reporting
- Supports, coach and guide team members creating a productive team environment
- Works independently with minimal supervision
Requirements
- Bachelor’s degree in a related field
- Minimum 7 years of experience in product tax, tax information reporting, and accounting experience
- FLMI and/or CPCU designation preferred
- In-depth knowledge of tax reporting concepts, practices, and procedures
- Expertise in federal tax laws Chapters 3, 4, 61 regulations and filing requirements for Forms 1099, 5498, 945, 1042, 1042-S
- Demonstrated ability to prioritize workload and manage most conflicts to successful resolution in a fast-paced environment
- Demonstrated good written and verbal communication skills and ability to translate technical tax information into understandable and actionable information
- At least 3 years of leadership experience; preferably on a product tax and information reporting compliance team
- Prior experience with process re-engineering, design and automation.
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
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