Experts in this TalentCloud should be able to prepare income, premium, and sales/use tax returns, tax provisions for financial statements, and compute tax payments at a moderate level of complexity. Handle and support a wide variety of tax compliance processes, including direct and indirect tax in the U.S. and outside of the U.S. Other responsibilities include:
- Gather requirements and collaborating on design and process improvements
- Assist with tax due diligence on M&A deals
- Learn to prepare tax account reconciliations
- Recommend and implement improvements to spreadsheets, computer systems, and software, including robotics, with a basic to moderate level of complexity and materiality
- Perform hands-on detailed data research and analysis of a large financial data set; investigate, troubleshoot and resolve data quality issues
- Contribute to the delivery of the indirect tax technology projects, independently drive smaller projects or components of larger projects; support project prioritization discussions, timelines, and trade-offs with business partners
- Build and maintain relationships with our key technology providers
- Lead month-end close process, including accruals and month-end reconciliations
- Review accounts receivable aging to ensure that there are no long-outstanding invoices
- Assist with financial reviews and annual audits
- Assist with the balance sheet and profit and loss analysis
- Ensure all service level agreements are met
- Work collaboratively with different business functions and act as a business partner and subject matter expert for all FinTech applications
- Identify opportunities for accounting process improvements
- Lead business and system requirements for the implementation and support of key accounting and financial processes
- Evaluate information gathered from multiple sources, identify gaps, and translate business requirements into system solutions
- Document business requirements, functional design, test scenarios, and scripts, and end-user training materials
- Keep track of emerging changes in accounting standards, assess their impact on the business and to systems
Preferred Education
- Bachelor of Finance, Accounting or in a related discipline, or equivalent work experience
- CPA (or working toward CPA) or Master of Taxation preferred
Required Skills
- Demonstrated experience reflecting agility, flexibility, and problem-solving attributes
- Basic knowledge and understanding of GAAP, statutory and/or tax accounting
- Understanding of payment transactions, including acceptance, reconciliation, dispute resolution, and payouts
- Demonstrated experience in developing financial models or databases
- Demonstrated experience utilizing concepts related to accounting, accounting systems, budget, or tax
- Experience with large data sets, data reconciliation, and/or data investigation
- Proficiency at querying relational databases (SQL) and ability to pull data from various sources
- Strong critical thinking and attention to detail, with the ability to manage multiple responsibilities
- Able to work both independently and collaboratively with a team and suggest improvements to various processes
- Comfortable working in a fast-paced environment with the ability to thrive under minimal guidance
- Excellent analytical and communication skills (verbal and written) with the ability to build effective working relationships inside and outside the group
- Demonstrated technical proficiency in Microsoft Excel
- Strong analytical, reporting, and writing skills
- Ability to plan, organize, implement, and report on work
Preferred Skills
- Corporate accounting experience
- Experience in business process consulting, problem definition, and process design.
- Experience in deploying financial application projects
- Understanding of payment processes, accounting, and compliance
- Experience in implementation, development, process re-engineering, and support FinTech solutions
- Excellent analytical, problem-solving, and troubleshooting skills to manage complex processes and technology issues
- Knowledge of cryptocurrency and blockchain a plus
- Oracle, Alteryx experience
- Experience with accounting and tax processing software
