What are the responsibilities and job description for the Senior Tax Accountant position at Keelson Management, LLC?
Operating within a shared services environment, the Senior Tax Accountant provides tax support and compliance services to the Company and Parent owned U.S. entities, ensuring consistent application of tax policies, procedures, and regulatory requirements across the organization. Responsibilities include but are not limited to income tax, sales and use tax, excise tax, and property tax matters. This position assists with the preparation of tax returns, ASC 740 income tax provisions, tax account reconciliations, audits, and tax research to ensure compliance with applicable tax laws and regulations. The Senior Tax Accountant may also assist with international employee tax matters by coordinating with Human Resources and external expatriate tax specialists to support foreign national and expatriate employees with tax compliance, reporting requirements, and treaty-related considerations.
Requirements
- Assist tax preparers in preparation of federal, state, and local income tax returns as well as estimated tax payments and extensions.
- Prepare and review quarterly and annual income tax provision workpapers (ASC 740), including supporting schedules, reconciliations, and related analysis.
- Reconcile related general ledger accounts and assist with accruals for tax liabilities.
- Maintain accurate tax workpapers and reconciliations of tax accounts.
- Oversee federal, state tax and local tax audits/notices and respond to information requests or assistance from external experts, parent owned subsidiaries and or parent company (when necessary)
- Prepare and file sales/use and excise tax returns, ensuring timely and accurate remittances across multiple jurisdictions.
- Oversee personal and real property tax filings, including data gathering and assessments review.
- Assist the Human Resource Department and/or external expatriate tax advisors with foreign national and expatriate employee tax matters, including tax residency determinations, treaty benefit considerations, foreign reporting requirements, and coordination of U.S. and home-country tax obligations.
- Research taxability of new products/services and maintain tax matrices for sales/use compliance.
- Maintain exemption certificates, where necessary, and support internal teams with SALT questions.
- Independently research, resolve routine tax matters and coordinate with external tax advisors on complex technical issues, audits, research matters, and planning opportunities.
- Perform other duties as needed in support of business objectives.
- Collaborate with cross-functional teams (e.g., Accounting, Finance, Legal, Operations)
- Assist with the implementation of process improvements and automation which may be related to tax workflows.
- Monitor legislative and regulatory changes and assess their impact on the company’s tax posture
Experience and Education
- Deep understanding of federal and multistate tax laws
- Experience with sales/use, excise, or property tax compliance
- Experience with U.S. taxation of foreign nationals and expatriate employees, (a plus).
- Proficiency in Microsoft Excel
- Experience with ASC 740
- Familiarity with ERP systems
- Familiarity with Blackline (a plus)
- Strong analytical, research, and communication skills
- Bachelor’s degree in accounting, Finance, or related field (required)
- 5 years of experience in corporate tax (public accounting or industry)
- CPA certification or working toward CPA (preferred)