Job Summary

The overall purpose of this position is to ensure good standing with US taxing jurisdictions as it pertains to IEEE's operations and to make recommendations on tax strategies by researching, interpreting, and implementing tax solutions that optimize the organizations tax obligations. The person in this position identifies, develops, and executes solutions for highly complex tax compliance functions for the US as it pertains to the operations of IEEE and its subsidiaries. This position is expected to work independently, with minimal supervision, and with ability to prioritize multiple projects and deadlines.

The tax senior accountant is primarily responsible for:

• Federal, state, and local tax reporting and compliance

        o Non-profit

        o Income tax

        o Sales and use, including nexus studies

• Defining requirements and recommending plans and resources needed to meet future tax reporting and compliance requirements

• Monitor changes that affect the organization

• Recommending tax strategies by researching federal, state, and local taxation issues

• Research federal and international tax rules and regulations

• Identifying areas of tax savings by analyzing tax information

• Interface with volunteers, staff, and professional tax advisors to resolve complex issues

• Educates volunteers and staff regarding tax processes and requirements

• Makes recommendations for business and process improvements

• Maintaining, revising, and streamlining procedures for tax processes

The role reports to a manager level and manages (0) direct reports.

This position proactively works under general guidelines by following established procedures, but also works under consultative direction and has leadership roles in certain assigned projects. This position also may be called upon to coach and or lead others.

Key Responsibilities

• Tax Compliance • The accurate preparation, review, and timely filing of assigned tax returns: ◦ Consolidated federal, state, and local income tax returns ◦ Forms 990, 990-T, 990-PF and related state charitable and income tax returns ◦ State and local sales and use tax returns ◦ Other required statutory reporting ◦ Resolving complex issues as they arise • The preparation and maintenance of tax provision schedules • The management of cross-departmental accounting and tax issues • Supporting international tax team as needed


• Tax Planning • Development and maintenance of tax policies, processes, and internal controls • Research tax laws and recommend tax strategies • Improve efficiency and controls • Complete essential reconciliations


• Problem Solving • Review and resolve issues that arise with the enterprise transaction tax system or government taxing jurisdiction and coordinate duties for the tax engine • Monthly administration of the sales and use tax enterprise system • Administration of tax return preparation software • Respond accurately and timely to inquiries from internal and external customers and make recommendations when appropriate • Independent contractor analysis and review of complex issues as they arise • Perform compliance risk and tax contingency analysis • Special projects as assigned

Education

• Bachelor's degree or equivalent experience in accounting or tax Req


• Master's or other advanced degree Pref

Work Experience

• 4-7 years tax and/or accounting experience Req

Licenses and Certifications

• CPA or JD with tax/finance background Pref

Skills and Requirements

• Experienced tax professional with expertise in both tax exempt and for profit organizations - proficient with tax return preparation and review, and tax research. Sales and use tax experience is a plus.


• Effective interpersonal skills to ensure that tax compliance plans are created that address the needs and known constraints of the IEEE enterprise.


• Ability to analyze compliance requirements, identify problems, design appropriate reporting solutions and solve problems with minimal supervision.


• Must demonstrate the highest degree of professionalism when dealing with sensitive and/or confidential matters.


• Ability to successfully prioritize and lead several projects simultaneously to completion


• Excellent communication and organizational skills. Ability to plan, execute and improve work processes.


• Must be able to work in a deadline oriented environment


• Technologically savvy knowledge worker who seeks out technology solutions to business challenges. Proficient in various computer applications including tax software (direct and indirect tax applications), Google suite products, and Microsoft Office suite, including Word, Excel, and PowerPoint. ERP system experience a plus.


• Ability to build relationships and constructively interact with the team, internal IEEE departments and volunteers


• Works independently with minimal supervision

For information on work demands and conditions required for this position, please consult the reference document, "Physical, Mental, and Work Environment Standards for IEEE Positions." This position is classified under .

IEEE is an EEO/AAP Employer/Protected Veteran/Disabled

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Disclaimer: This job description is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management’s right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.