Tax Coordinator

Job Title: Tax Coordinator

Job Location: Hybrid at Houston, TX 77019

Duration: 6 Months Contract (High possibility of extension)

Client: Financial

Responsibilities:

• Primary point person surrounding the Convey Compliance, Inc. software used for information reporting.
• Responsible for importing a large volume of tax files into compliance software annually – various 1099 forms, 5498, W2G, and 1042-S.
• Issue approx. 500,000 tax forms annually. (10 legal entities – approx. ***mil withholding tax)
• IRS penalty exposure associated with this task = ***mil .
• E-File to the IRS 40 original and corrected files annually.
• Support 300-400 Convey software users throughout the year– include giving access, password resets, training, and troubleshoot software problems.
• Coordinate 972-CG and CP2100 W9 solicitations between internal users and vendor.
• Work with vendor to troubleshoot software issues, and act as liaison between vendor and internal users to communicate any software changes during the year.
• Work with programmers and internal users throughout the year doing file testing, new program changes, new implementations, or updates to existing tax files. Interact frequently with business areas for review and sign-off.
• Provide year end withholding report summaries to other tax department employees for preparation of their periodic reconciliations on a state and federal basis.
• Communicate to internal users of any legal and compliance changes that may affect the current reporting process, including changes to federal and state withholding rates.
• Coordinate distribution of IRS 1099 backup withholding notices among affected business units.
• Periodic SAP to Taxport 1099 Reconciliations to the ledger.
• Other Duties
• Work with outside software vendors in order to stay current on software changes and implement necessary software updates/changes.
• Prepare annual state transmission files as needed
• Prepare periodic state withholding deposits and file periodic withholding returns and annual reconciliations as needed
• Prepare federal withholding deposits and federal forms 945, 941 and 1042 as needed
• Other duties as assigned
• This position requires the ability to complete more complex analytical tax tasks on an as needed basis.

Required qualifications:

• Bachelors Degree in Accounting, Business or related field
• CPA candidate preferred or looking to sit for the CPA exam.
• Excellent organizational skills a must
• Excellent PC skills
• Previous information reporting experience
• Excellent verbal and written communication skills needed with an emphasis in the customer service area
• Prefer candidate have experience working for a large corporate employer with numerous locations
• Previous experience working within a team environment in order to meet filing deadlines and requirements necessary