Tax Manager

JOB SUMMARY: The Tax Manager will have the opportunity to make significant contributions in the following areas: 1) Tax Compliance, 2) Tax Accounting/SEC Reporting, 3) Tax Planning, 4) Tax Audits/Controversies, and 5) Special Projects. This position will support the Global Tax Director and work with the Tax Services Provider to deliver on projects across all areas of corporate tax.

ESSENTIAL DUTIES & RESPONSIBILITIES:

This job description represents only the primary areas of responsibility; specific position assignments will vary depending on the needs of the department.

To perform the job successfully, an individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Provide leadership in all tax matters. Manage 3rd party Tax Services Provider. Obtain, compile, and analyze data for the timely completion of federal, state, and local income tax returns, estimates, and extensions. Review returns prepared by Tax Services Provider with a focus on accuracy and minimizing the current payable.
• Manage the quarterly and annual tax provision calculations, including reconciling tax accounts, coordinating the delivery of foreign tax packages, and preparing full-year taxable income forecasts.
• Responsible for US and Canada Indirect tax compliance. Provide guidance and assistance with International VAT questions. Partner with the Shared Services Center on sales/use tax registrations, taxability determinations and exemptions, and interface with ERPs.
• Responsible for Month-end Close - Entries, Account Reconciliations, etc.
• Lead the R&D Credit process in US and Internationally.
• Assist with M&A, due diligence, integration and initiate tax planning and research to minimize overall tax liability.
• Represent the company in tax audits, develop appropriate positions and strategies. Draft responses to tax notices and tax audit information document requests.
• Monitor business activities and changes in tax law; understand impact to Company and ensure compliance in all federal, state, and local jurisdiction.
• Research and develop positions for tax issues as they arise; clearly communicate findings both orally and in writing.
• Identify and implement process improvements.
• Other job duties as assigned.

EDUCATION AND EXPERIENCE:

• Bachelor's degree in Finance or Accounting.
• M.S. Accounting or MBA (preferred).
• Certified Public Accountant (preferred).
• Strong understanding of federal, state, and international income tax concepts.
• Tax provision experience, preferably with companies operating across numerous jurisdictions - both domestically and internationally.
• Minimum 7 years in public accounting or corporate environment.
• Ability to prioritize assignments/projects and multi-task within restricted time constraints.
• Demonstrated process improvement skills.
• Outstanding change management skills.
• Project management skills.
• Excellent communication, team building, and planning skills.
• Aptitude to resolve issues under tight timeframes and pressure.
• Proactive work style; desire to take on additional responsibilities.
• Highly proficient PC skills - particularly Excel, Word, and Powerpoint.
• Knowledge of International Financial & Reporting Standards (IFRS).

LICENSING/CERTIFICATIONS:

• None.

COMPETENCIES

KNOWLEDGE:

• Microsoft Office Suite; ERP systems, ADP, Epicor and/or D365 is beneficial. Familiarity with EPM tools (e.g., Hyperion, TM1, etc.) preferred.
• Economics and accounting- Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
• Mathematics-Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
• English Language-Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

COMPETENCIES

SKILL IN:

• Mathematics - Using math to solve problems.
• Critical thinking - Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Reading Comprehension - Understanding written sentences and paragraphs in work related documents.

• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Analytical - Strong analytical skills. Being able to analyze complex challenges by identifying

fundamental drivers, fact finding and creating options based on facts and figures.

• Writing - Communicating effectively in writing as appropriate for the needs of the audience.

• Well-developed ability to multi-task and prioritize with strong attention to details.

ABILITIES IN:

• Mathematical Reasoning-The ability to choose the right mathematical methods or formulas to solve a problem.
• Oral Comprehension-The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Written Comprehension-The ability to read and understand information and ideas presented in writing.
• Number Facility-The ability to add, subtract, multiply or divide quickly and correctly.
• Organization and prioritization-The ability to prioritize and organize workload with strong attention to details.

• Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.

ADA REQUIREMENTS (For U.S. positions only):

Positions in this function typically require typing, sitting, standing, walking.

Concentrated mental and/or visual attention. The work involves performing complex tasks to very close accuracy and quality specifications, or a high degree of hand and eye coordination for sustained periods.

• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of job.
• Compliance with company attendance standards.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

TRAVEL REQUIREMENTS:

Occasional travel may be required, as necessary; must have ability to travel across borders.

NOTE:

The above job description is intended to represent only the primary areas of responsibility; specific position assignments will vary depending on the business needs of the department.

JOB DESCRIPTION HISTORY INFORMATION:

Prepared by S. Nekolny, reviewed by H. Armstrong

Date: 2024.07.05