Analyst, Tax Special Projects and Operations
US-CA-Irvine
External Careers apply (Attract Portal)
Req #: 93652
Type: Full-time
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Overview: The Analyst, Tax Special Projects and Operations is responsible for project management and ensures efficient day to day processes as well as short and long term department initiatives and objectives. Oversees the operations of the department under the direction of the VP of Tax. In addition, Partners and collaborates with all departments and all levels of management within the company. Responsible for facilitating and working on projects and managing the financial responsibilities of the Tax Department. Responsibilities * Act as Project Manager for department special projects and key cross functional initiatives. * Oversee and manage the operations of the department including managing direct relationships with vendors, invoices and licenses and scheduling staff duties and deadlines. * Provides tactical support to implement ideas and initiatives including managing progress towards projects or departmental goals. * Act as a liaison to other departments and provide support to department VP, Directors, and Managers. * Assist with the department annual budgeting and monthly financial reconciliations including analyzing any variances and working with the finance department to address any issues, including fee charge-out reconciliations. * Arrange and handle all logistics for meetings and events: schedule meetings; draft agendas; develop, compile, and distribute and edit presentation materials; and record meeting minutes. * Complete a broad variety of administrative tasks that facilitate the VPs ability to effectively lead the department, including assisting with special projects; designing and producing complex documents, reports, and presentations; collecting and preparing information for meetings with staff and outside parties; composing and preparing correspondences. * Manage information systems operations including hardware, software, desktop support, internal telecommunications, and strategic systems development and planning. Provides operational management to all levels of the department to meet their current and future information needs. * Manage departments software licenses and users for each program, update and reconcile as needed, and assist with updating subscription renewals and tracking. * Manage tax departments Service Desk ticketing system and resolves requests by researching inquiries, notices and forwarding to appropriate person/department. * Arranges and manages staff meetings, 1:1's, and all hands meetings, including scheduling, material preparation, technology set-up, and post-meeting follow-ups. * Provides loan assistance to ODs and other appropriate personnel. * Collaborates with recruiting team b and assists with onboarding of new team members to ensure they are integrated into the department/company effectively. * Maintain tax department storage and retrieval system. Communication with various taxing agencies addressing audit controversies and resolution of notices, including independently writing correspondence with tax agencies as well as directly interacting with affected clients such as ODs or RPs. * Securely deliver tax documents , including federal and state individual tax returns, P&L reports, balance sheets, K-1 schedules, 4868 extensions, and e-filing confirmation forms among other tax files. * Assist with preparing and processing S Corp elections with the IRS to assure that all office PCs are qualified S Corps, process state tax payments online, research and reconcile refund checks and provide to accounting and/or appropriate person/department. Notify accounting of state payments. * Update the various tax team's distribution lists within the Exchange Admin Center. * Receives all department mail and distributes to the appropriate person/department. Also sends tax returns, notice responses, extensions by certified mail. Creates certified mail label and ensures all mail are tracked via USPS. * Invest in building long-lasting relationships both externally and internally. Qualifications * Strong Microsoft Office Suite skills with knowledge in Excel and formulas, Word and PowerPoint software applications, Adobe Acrobat as well as commonly used internet browsers. * Bachelor's degree in related field of study, in lieu of degree 5+ years if experience in related field. In addition, 2+ years of professional experience. Knowledge/Skills/Abilities * Highly professional demeanor with the critical ability to maintain confidentiality. * Ability to multitask and remain composed under pressure. * Ability to work independently and collaboratively. * Ability to independently craft communications. * Excellent time management skills. * Detail Oriented including strong writing, proofreading, editing and language skills. * Strong abilities in managing the daily operations of department(s) or work unit while developing long term (3-5 years) goals. * High level of influence and trust within organization * Strong strategic thinking abilities to understand and process complex information and exercise sound judgment. * Highly developed teambuilding, influencing, and collaboration skills. * Ability to possess "big picture" perspective and able to accomplish that through proper level of articulation across team and departments. * High level of drive and energy not afraid to initiate action before all the facts are known' drive to finish everything that is started. * Ability to direct the work of others and work as a team leader in attainment of goals. * Ability to interpret and apply policies and procedures. * Ability to handle and maintain extreme confidentially with employee records, compensation information, etc. * Ability to read, analyze, and interpret documents such partnership sales documents or operating agreements. * Strong quantitative, analytical skills, verbal and written communication and relationship building skills. * Accurate grammar, spelling, and verbal communication skills; familiarity with corporate structures, entities, and the formation thereof and associated legal and tax terminology. Benefits * Medical, dental, and vision insurance * Paid time off * Tuition Reimbursement * 401K * Paid time to volunteer in your local community
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