Accounting - Sr Tax & Reporting Analyst

Position Summary

The Sr Tax & Reporting Analyst is responsible for supporting the Company's federal, state, local, and international tax compliance activities, ESOP compliance and administration, and selected financial reporting and general accounting functions. The position serves as the Company's internal resource for state and local taxation, sales and use tax matters, property tax compliance, income tax reporting, and S-Corporation ESOP compliance while partnering with external advisors, auditors, and business leaders to ensure regulatory compliance and support business operations.

This role requires strong analytical, technical accounting, and communication skills. This position maintains a comprehensive understanding of tax laws and standards and fosters a collaborative work environment. They are critical in ensuring financial transparency and regulatory adherence.

Essential Job Functions & Accountabilities

State and Local Tax (SALT)

• Serve as the primary internal subject matter resource for state and local tax matters.
• Independently research, interpret, and apply tax laws and regulations impacting business operations.
• Evaluate nexus and filing requirements in jurisdictions where the Company conducts business.

• Lead the preparation, review, and timely filing of multi-state sales and use tax returns and other ancillary tax filings.
• Lead tax audits and ensure all notices and inquiries from taxing authorities are processed by required deadlines. Develop taxability positions and provide recommendations concerning engineering, consulting, construction, and related services.
• Evaluate vendor and customer transactions for sales and use tax compliance, identify exposure, and recommend corrective action.

• Maintain exemption certificates and related documentation.
• Identify emerging risks, trends, and opportunities and recommend changes to tax processes, policies, and controls.

Canadian and International Support

• Manage assigned Canadian tax compliance requirements and related information gathering processes.
• Direct and coordinate with external advisors regarding filings and tax-related matters.
• Monitor changes in applicable international tax regulations impacting company operations.

Property Taxes

• Prepare and file annual real and personal property tax renditions and returns.
• Coordinate with operational personnel to gather asset and valuation information.
• Review tax assessments and lead appeals when appropriate. Develop procedures and controls to improve the accuracy and efficiency of property tax reporting processes.

Income Tax Compliance

• Prepare federal and state income tax workpapers supporting annual tax filings.
• Coordinate information requests and data submissions to the Company's external tax advisors.
• Review federal and state income tax returns prepared by outside accounting firms for accuracy and completeness.

S-Corporation ESOP Compliance &

Administration

• Support ongoing tax compliance and administration activities related to the Company's Employee Stock Ownership Plan (ESOP).
• Support annual Internal Revenue Code Section 415 testing and limitation calculations to ensure compliance with contribution and allocation requirements.
• Assist in evaluating and monitoring compliance with IRC Section 409A and 409(p) rules applicable to S-Corporation ESOPs.
• Lead and coordinate preparation and review of Form 5500 filings and related compliance documentation with third party preparer.
• Monitor regulatory developments affecting ESOPs and recommend process improvements as necessary.
• Support management's evaluation of transactions, ownership changes, and corporate actions for potential ESOP compliance implications.

Financial Reporting and Accounting

• Perform assigned general ledger reconciliations and account analyses.
• Prepare journal entries and supporting documentation.
• Complete assigned month-end, quarter-end, and year-end close activities.
• Support financial reporting requirements and audit requests.
• Participate in special projects and process improvement initiatives.

Core Competencies

Communication

• Keeps others informed and prioritizes audiences, accuracy and timeliness.
• Facilitates efficient, consistent workflow and exchange of information.
• Adjusts communication based on needs and make-up of audience.

Integrity

• Leads by example, challenges assumptions, and creates candid feedback loops.
• Aligns personal actions and words, extends and receives trust and upholds commitments.
• Maintains the confidence of clients and colleagues, especially when handling sensitive information.

Quality Orientation

• Creates a sense of urgency to tackle problems and rewards responsiveness.
• Recognizes opportunity for improvement, creating and supporting processes and feedback to improve results.
• Holds others accountable for doing their best work.

Teamwork/Inclusion

• Promotes a culture of collaboration across roles and teams.
• Navigates difficult conversations with diplomacy and leverages cooperative efforts to resolve conflict.
• Confronts exclusionary behavior and participates productively in discussions of diverse, sensitive societal topics.

Continuous Learning

• Pursue challenging assignments and new knowledge.
• Encourages experimentation when faced with new challenges.
• Examines mistakes, clarifies lessons learned, and applies them to future work.

Functional/Technical Expertise

• Promotes an environment where people openly share their expertise, experiences, opinions, ideas, and perspectives.
• Maintains knowledge, skills, and abilities relevant to success throughout job functions.
• Leverages area of expertise to contribute to team and company goals.

Required Education, Experience, Licenses & Technical Competencies

• Bachelor’s degree in Accounting, Finance, or related field required.
• CPA preferred.
• 7 years of corporate tax, public accounting or related experience required
• Strong knowledge of IRS and multi-state tax regulations and compliance required
• Understanding of tax return preparation and tax provision concepts required.
• Strong Excel and analytical skills required.
• Ability to manage multiple priorities in a complex environment required.
• Professional verbal and written communication skills required.
• Experience within the A/E/C industry preferred.
• Experience working with external tax advisors and auditors preferred.
• Experience with ERP systems and tax compliance software preferred.
• Must demonstrate proficiency in all core competencies as described and characterized in this job description.

Physical & Other Requirements

• Other duties as assigned.
• Prolonged periods of sitting or standing at a desk and working on a computer.
• Ability to read, write and communicate in English.
• Travel required less than 10%