Senior Tax Associate

The Elevator Pitch

Are you skilled in managing state, local and indirect tax exposure, filings, exemptions, and answering questions about tax and tax relationships? Are you organized, responsible and knowledgeable?

As a Senior Tax Associate, you will be responsible for all indirect tax compliance and property tax reporting processes, in addition to overseeing tax relationships and all tax-related things. While no person is an expert in all areas of tax, you will be the point of contact for tax questions.

What are performance outcomes over the first 6-12 months you will work toward completing?

In the first 30 days, you will:

• Prepare and file property tax returns on behalf of the company
• Prepare and file all sales tax returns, managing where we are registered, and ensuring accuracy
• Learn and take on the Tax Exemption Certificate process
• Oversee the process ensuring payment of all taxes due for all tax types
• Assist payroll department with notices, requests or other payroll tax related issues that may arise

Within 3 months, you will:

• Meet with our external tax providers to develop a rapport and a relationship
• Assist with information requests for corporate income tax accounting and return preparation
• Prepare journal entries and reconcile all tax-related general ledger accounts
• Assist with quarterly and annual external audits
• Assist preparation of financial statement disclosures
• Assist with resolution of any open tax notices or tax audits

By the end of the first year, you will:

• Become first point of contact for all tax related matters, including supporting Federal and State tax returns, and any other required filings, and answer tax questions
• Lead on any open tax notices and audits

What type of work will you be doing? What assignments, requirements, or skills will you be performing on a regular basis?

Sales Tax Expertise

• Prepare all sales & use tax returns, file timely and ensure completion of payment process
• Review & upload tax exemption certificates promptly
• Track tax exemption certificates, following up for renewals from customers to ensure they remain valid
• Assist with sales tax refunds and credit memos
• Perform quarterly tax exposure analyses

Property Tax Expertise

• Prepare fixed asset reports and maintain property software
• Coordinate and ensure timely filing of property tax returns for all jurisdictions
• Review assessments, tax bills and accruals for accuracy
• Track appeals, new sites, parcels and asset changes
• Prepare business personal property tax forecasts for pricing and budgeting

Income Tax Responsibilities

• Serve as internal liaison for external tax consultants
• Assist with quarterly and annual income tax provisions under ASC 740, including providing requested information and support to external advisors
• Assist external advisors with corporate tax return preparation (provide requested information and support)

Financial Acumen

• Understand the financial data needed for reporting and where it comes from and understand the source data
• In 3 months, understand our systems and underlying data
• In 6 months, be able to run all needed data on your own and complete filings with little oversight
• Be self-sufficient in pulling data and be knowledgeable enough about what the data means

Team Engagement

• Be aligned with the team and openly communicate
• Fit with the team is especially important as we are a solid group that supports each other. We will know this is met by meeting deadlines with month-end closes and other schedules
• Pitch in for ad hoc projects and be willing to assist cross-functionally
• In 1-3 months, participate in monthly close meetings
• In 1-3 months, become first point of contact for tax related questions and requests
• In 3-6 months, provide updates for tax status and ensure all tax close-related processes are completed timely

You will be joining the accounting team and report to the Assistant Controller.

The team culture is based on building trust, collaboration, ongoing development through kindness, authenticity, courage, drive and fun.

• The Company has a hybrid work model with a minimum of 3 days per week at our HQ in Waltham, MA

• Bachelor’s degree in…