Tax analyzes and supports the activities, operations, reporting obligations and transactions of the firm’s business lines to ensure that tax consequences and reputational risks are evaluated appropriately.

We’re a team of specialists charged with managing the firm’s worldwide taxes. We are responsible for tax compliance, financial reporting of taxes, tax planning, business advisory and management of taxing authority examinations. Our work contributes directly to the firm’s success, and the division is ideal for creative and collaborative individuals who have strong ethics and attention to detail.

The primary mission of Tax is to ensure the firm’s compliance with the tax laws of those countries (and local jurisdictions) in which the firm conducts business and to assist businesses in managing tax risk.

Our Tax Accounting teams partner with revenue divisions all across the firm to ensure that taxable transactions have been reported timely and accurately, so that risk to the firm is reduced.

Responsibilities: 

Prepare or review BEPS 2.0 Pillar Two Safe Harbor, GloBE Information Return, and country registration / notifications. Coordinate with Regional Tax, Controllers, and outside consultants / vendors related to BEPs 2.0 Pillar Two compliance.  Contribute and assist with implementing technology solutions related to BEPs 2.0 Pillar Two compliance.Monitor global tax developments and deliver training programs on BEPS 2.0 Pillar Two.Prepare or review income & state income tax forms related to the firm’s domestic and foreign businesses including 1120, 1065, 5471, 8865, etc. Prepare or review various calculations required for ASC 740 purposesPrepare or review quarterly estimates of taxable income for state tax returnsProvide tax planning and federal and state audit support throughout the year as neededInteract with Controllers and other business units to obtain information required to calculate and properly report taxable income, state apportionment, tax provision, and other required statements and disclosuresIdentify opportunities for process improvements and application of technology “best practices”  

Requirements/Experience/Education:  

Bachelor’s degree (Accounting, Information Systems, or related)2-6 years relevant work experience, Financial Services industry helpfulStrong interest and aptitude for technology solutions, including analyzing new business and data requirementsSelf-motivated, with strong communication (oral and written) and interpersonal skills

Technical and General Knowledge:  

Strong tax accounting and reporting experience Strong analytical skills with an ability to understand complex data processes and workflows in order to develop new solutions Strong Excel skills and Alteryx Familiarity with Oracle Tax Reporting Cloud Services is a plus, Tableau, MS Excel Power Query/Pivot, or other BI tools to perform analysis and reconciliationsProject Management and Business Analysis aptitude