Senior Manager Equipment Finance Tax

Overview

This position manages the reporting, filing, and review of Equipment Finance taxes. Oversees the preparation of tax-related documents or filings, creates planning reports, and estimates tax obligations for the Equipment Finance division of the Bank. Ensures compliance with regulatory disclosures and audits of financial statements.

Tax Planning - Analyzes financial transactions and statements to ensure maximum efficiency while minimizing liability. Predicts future taxable income, liabilities, and assets through management of reconciliations, expense calculations, and balance sheet tax accounts.

Documentation - Reviews the preparation, execution and approval of federal, state, and franchise tax documents including filings and returns.

Reporting - Oversees tax reporting functions to ensure accurate, complete financial information. Supervises and facilitates the audits of state and local agents. Assists with the preparation, review, and approval of tax-related disclosures.

Managerial Functions - Establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to:init

Data policies, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Maximizes team achievements by providing professional development. Ability to guide and influence others towards a common goal or vision. Creating and making goals that involve making strategic decisions, motivating team members, and fostering a positive work environment.

Effective Communication / Business Collaboration - Strong communication and problem‑solving skills are crucial for success in this role. Working with the business to exchange information, ideas, and thoughts between individuals or groups that conveys messages through various channels, such as verbal, written, or nonverbal means, to ensure understanding and collaboration while building strong relationships, resolving conflicts, and achieving shared objectives.

Risk Assessment - Ability to identify, evaluate, and analyze potential risks that could cause impact to the business and have comfort on when risk acceptance is acceptable.

• Bachelor's Degree and 6 years of experience in Leadership, Tax/Indirect Tax
• High School Diploma or GED and 10 years of experience in Leadership, Tax/Indirect Tax

• Analytical and problem‑solving skills
• Communication skills
• Leadership skills

• Bachelor's Degree in Accounting or related major
• Certification Type: J.D., CPA, CMI
• Management experience
• Leasing/Equipment Financing experience
• Technical knowledge of tax law
• Tax return compliance, return preparation and review experience
• Strong understanding of Info Lease

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at