Accounting AVP

Salary
:
The anticipated salary range for this role is between $ and $.

Role Description
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The AVP within Accounting is responsible for managing all facets of the company’s tax obligations, working with 3rd‑party preparers. The AVP will ensure that tax‑related general ledger entries are correct and entered in a timely manner, and will assist in accounting operations when necessary. This role reports to the SVP of Accounting.

• Manage relationship with 3rd party tax providers, responding to requests for data to meet various government‑imposed due dates.
• Coordinate tax responsibilities with the Accounting SVP to meet regulatory requirements.
• Provide sales tax guidance to other departments as needed in the course of new loan or lease funding.
• Review, approve, and maintain sales tax exemptions for new contracts.
• Provide monthly sales tax data to the 3rd party provider, ensuring all tax liabilities are submitted for payment.
• Record payment of sales tax in the accounting system each month.
• Monitor and maintain a list of contract equipment subject to property tax, providing the list to the 3rd party preparer as requested.
• Ensure all paid property tax is invoiced back to the customer for collection.
• Prepare annual tax data requested by the 3rd party preparer for income‑tax calculation.
• Ensure all tax payments, extension payments, and other income‑tax related payments are made timely and recorded in the accounting system.
• Calculate the annual deferred tax and income‑tax expense true‑up along with the SVP of Accounting.
• Reconcile tax accounts on the balance sheet to ensure accuracy and completeness of accounting records.
• Any other tax‑related assignments, along with accounting operations such as AP and AR.

• Strong verbal and written communication skills.
• Ability to collaborate with cross‑functional teams and contribute to decision‑making.
• Capacity to multitask and work under pressure and time constraints.
• Intermediate Excel skills (vlookup, sumif, pivot tables) for manual processes.
• Knowledgeable of lease management systems (Aspire, Sungard Ambit Asset Finance, or similar).
• Knowledge of USGAAP, financial regulations, and compliance standards.
• Strong background in financial reporting and accounting controls in a small to mid‑sized organization.
• Experience in tax reporting (sales, property, and income tax).
• Ability to properly report tax results on financial statements.
• 2–6 years of specialized experience in financial services.
• 2–6 years of experience in an accounting or finance role focused on tax compliance (sales tax, property tax, income tax reporting).
• BA / BS (or equivalent) – preferred in Accounting or Finance.
• Proficiency in MS Office (Word, Excel, PowerPoint) and lease applications (Aspire, Sungard Ambit Asset Finance, or similar).

SMBC’s employees participate in a Hybrid workforce model that allows employees to work from home and from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Hybrid work may not be permitted for certain roles, including FINRA‑registered positions requiring full‑time in‑office attendance.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at