Fidelity Bank · 3 months ago
Payroll Tax Analyst
Fidelity Bank is seeking a Payroll Tax Analyst to join their tax group, providing tax solutions to meet the needs of associates and the firm. The role involves preparing and reviewing tax returns, analyzing legislative changes, and serving as a liaison with state taxing authorities.
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Responsibilities
Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)
Assist in analyzing relevant legislative changes and effectively communicate implications to management
Prepare/review/update quarterly and year-end state tax rates
Respond to inquiries on Federal and state notices
Identify opportunities to improve and/or automate processes to improve efficiencies and controls
Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance
Preparing and responding to required surveys
Research, respond and resolve moderately complex associate withholding tax matters
Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties
Qualification
Required
5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax
Bachelor's degree in accounting, Finance, Business, HR; Master's in taxation and/or CPA preferred
Experience with U.S. withholding taxation and reporting requirements
Confirmed understanding of tax systems
Intermediate level in Microsoft Office Tools, specifically Excel and Word
Experience working with IRS and multi-state taxation jurisdictions is required
Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.)
Experience working in the financial services industry is a plus
Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies
You can meet tight deadlines in a fast-paced environment
You produce high quality work and can prioritize multiple projects
You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills
You take initiative while seeking appropriate guidance
You are detail and process oriented with strong ability to organize and analyze data
You're a great collaborator
You are committed to self-development, continuous learning and career advancement
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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