Treasury Tax Analyst II

Treasury Tax Analyst II
Shaker Heights Ohio

Exp 2-5

Deg Bachelors

Bonus

Occasional Travel

Job Description

The Treasury Analyst II- Tax position (Tax Analyst) is an integral component of the Treasury Department and will interface with staff and leadership across the organization. The Tax Analyst is responsible for preparing both for-profit and non-profit tax filings (990, 1120, 1065, etc.) for all entities of organizations, ensuring that all documents are filed timely and accurately (50%); communicate effectively with state and federal taxing agencies (15%), conduct research on tax theory and positions relating to and/or impacting the organization’s entities and effectively communicate the conclusions (25%); and other treasury related tasks assignments (10%).

Requirements and Responsibilities of Role:

• Prepare and file federal, state, and municipal returns, extensions, and estimated payments.

• Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules.

• Interface with external tax advisor/auditor.

• Respond to information requests from necessary departments and/or other entities in a timely and professional manner.

• Research tax theory and positions, and apply them to specific the organization’s needs.

• Recommend tax strategies by researching federal, state, and local taxation issues in a proactive fashion.

• Obtain information necessary to perform accurate research, develop recommendations, and assist with follow-up or implementations as needed.

• Assist all organizational entities in responding promptly to notices received from any federal, state or local agency.

• Participate in educational opportunities; remain current on professional publications; maintain professional networks/participate in professional organizations.

• Support the organization’s mission by completing related results as needed.

• Ensure privacy and confidentiality of information in every step of the process.

Expected Behaviors of Role:

• Exercise a high degree of independent judgment

• Takes initiative to identify potential tax risks/opportunities

• Assist all entities in responding promptly to any notices received from the IRS, State of Ohio, Cuyahoga County and/or any other federal, state or local department

• Reliable and responsible

• Accuracy, integrity, and confidentiality of data maintained

• Prepares and provides detailed work papers

• Ability to work independently

• Ability to work with a team

• Follows through on requests in a timely manner

• Shares information and knowledge

• Communicates effectively with management and peers

• Demonstrates excellence in relationships with co-workers

• Maintains professional behavior consistent with role

• Maintains composure under difficult conditions

• Completes projects in a timely and efficient fashion

• Documents all issues and/or questions addressed

• Keep apprised of tax law changes

• Gives feedback positively to ensure service excellence

Exemplary Behaviors of Role:

• Interaction with management, staff, and consultants to effectively gather and communicate facts and circumstances to arrive at best outcomes

• Successful at identifying tax risks/opportunities and driving change

• Develops and maintains strong working relationships with tax advisors

• Demonstrates behaviors which significantly impact the productivity, efficiency or quality of the department

• Demonstrates behaviors which significantly impact the productivity, efficiency or quality of all entities