Full-Time

Senior Tax Specialist

Federal & State Tax Compliance

Posted on 1/15/2025

Charles Schwab

Charles Schwab

Mid, Senior

Lone Tree, CO, USA + 1 more

More locations: Omaha, NE, USA

Category
Tax Accounting
Accounting
Required Skills
Excel/Numbers/Sheets

You match the following Charles Schwab's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Experience with large multistate filings, strongly preferred
  • Corptax or OneSource Income Tax software experience is strongly preferred
  • Experience with PeopleSoft or equivalent G/L system strongly preferred
  • Process improvement/implementation experience preferred
  • Bachelor’s degree in Accounting or equivalent
  • 3-5 years related experience
  • Experience with federal and state & local income tax compliance
  • Excellent analytical, project management and organizational skills
  • Excellent written and verbal communication skills
  • In-depth Excel and tax software knowledge
  • Must be self-sufficient, a great teammate, and work well in a fast-paced, time-sensitive environment.
Responsibilities
  • Coordinate data requests for the preparation of the Company’s federal and state income tax returns
  • Prepare and review federal and state tax returns, state apportionment calculation, and other supporting calculations
  • Prepare and review income tax estimated payments and extensions
  • Assist with preparation and review of annual 990-PF Return of Private Foundation filing
  • Maintain compliance calendar due dates
  • Maintain tax payments process
  • Respond to federal and state income tax notices and provide income tax audit support
  • Assist with research projects that stem from tax planning opportunities
  • Work collaboratively on a cross-functional basis to identify and implement process improvements
  • Assist Senior Manager and Director with ad hoc projects
Desired Qualifications
  • Alteryx experience a plus
  • Public-company experience a plus

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

null

INACTIVE