1. GAAP and tax accounting for fixed assets

• Work with accounting and operations teams to prepare monthly fixed asset account reconciliations, investigating and resolving differences between the general ledger and the fixed asset subledger.
• Assist in preparing and maintaining the fixed asset subledger, entering newly placed-in-service assets and recording disposals and transfers and preparing related journal entries.
• Calculate book and tax depreciation, tracking book-to-tax differences and maintaining tax basis schedules in ProSystem.
• Forecast book and tax depreciation, incorporating planned capital expenditures and disposals, to support budgeting and quarterly estimated tax payment calculations.
• Support fixed asset roll-forwards, audit requests, and property tax reporting with complete, audit-ready documentation.

2. Reporting and Compliance

• Adhere to the compliance calendar, ensuring all federal, state, and local estimated tax payments, extensions, elections, and reporting are timely filed.
• Prepare filings and workpapers for review by the Senior Income Tax Analyst or Income Tax Manager, communicating open items and escalating questions appropriately throughout the process.
• Calculate and process quarterly estimated tax payments based on approved forecasts, coordinating with accounting and treasury on required cash movement to ensure accurate, on-time remittance.
• Assist with nexus reviews and perform state tax research, supporting evaluation of the state tax footprint and nexus and apportionment analytics.
• Help identify available credits and incentives, and prepare incentives, BPT/PPT, and other real estate and annual reporting requirements.
• Support coordination with the external accounting firm on federal, state, and local tax filings for partnerships, LLCs, and S-corporations, including gathering and providing requested information, while also preparing certain in-house prepared returns.
• Track incoming tax notices and assist in preparing timely, accurate, and complete responses to federal, state, and local tax notices, examinations, and audits, with a mindset to mitigate incremental tax exposure.

3. Process Improvement and Administrative Management

• Play a key role in the ongoing initiative to redesign how our tax compliance process works, including documenting current workflows, testing new approaches, and helping implement and standardize the updated process.
• Maintain high standards for tax documentation, workpapers, ownership records, calendars, and internal review processes.
• Leverage technology to improve data collection, validation, and reporting, with a continuous improvement mindset and a hands-on approach.
• Build effective relationships and improve workflows and communication with accounting, finance, legal, and business teams, serving as a strong, responsive business partner to non-tax teams and external advisors.
• Manage the administrative side of the tax team, including organizing files and records, tracking correspondence, coordinating information requests, processing tax payment requests, and other tasks as assigned.