The Tax Analyst II position is a highly analytical role. The incumbent is responsible for preparing subsidiary tax returns for KARL STORZ North America (KSNA) companies to include federal and state income tax returns, and completing the necessary research to ensure the KSNA companies' tax filings are in compliance with current local, state, and federal tax provisions, and that both external and internal tax reporting requirements are met in an accurate and timely fashion. The Tax Analyst II works on tax audits and complex special projects that require extensive tax knowledge. The Tax Analyst II position requires the regular use of independent judgment to complete daily work assignments, along with deep technical competencies in corporate tax.
Key Job Factors:
1 . Level of accountability: Occasional oversight
2 . Level of decision making: Diversified tasks requiring deep understanding and ability to use independent judgment
3 . Has contact with: Inside and outside the company , occasional executive staff
4 . Financial /Budgetary: Mostly independent analysis of financial matters impacting taxes
5 . Supervision: N/A
6 . Physical Requirements:
Considerable mental and physical effort
7 . Travel: Up to 10% during the year
Prepares and files timely files assigned K S NA fed e ral a nd sta te in c om e t ax returns; performs research in conjunction with tax filing preparation to ensure alignment with current tax provisions. Analyzes prior year tax filings against the current year's filings to determine if there are significant differences. If there are issues, the incumbent conducts research to identify the root causes, makes necessary corrections, and/or documents the outcomes for subsequent year review.
Pr e p a r es more complex tax provisions in accordance with ASC 740.
Prepares amended returns when required.
Prepares federal and state research and development credit calculation.
Research and Compliance
Ensures that the KSNA companies are in compliance with tax laws.
Keeps abreast of legislative developments that impact the KSNA compliance functions. Each year, attends a minimum of two technical training courses sponsored by outside professional organizations.
Performs tax research on complex issues and makes recommendations to resolve tax issues.
Effectively communicates with company personnel, peers, management and outside tax consultants to obtain the data necessary to perform functions; communicates and clarifies complicated tax laws to those that are not knowledgeable in tax.
Responds timely to taxing authorities' notices requesting additional information related to the tax returns filed.
Provides technical assistance to other departments in structuring specific business transactions.
Responds to various tax inquiries and requests for research on tax matters.
Provides support to the Tax Manager/Director on special projects/studies (e.g. Storz family tax matters, transfer pricing, and others) that require strong tax competencies; incumbent may function as a core team member and/or as the project lead.
Monitors and keeps track of projects' tasks and completion dates.
Identifies and attends relevant in-house training and continues to learn more about the companies' business, products and technologies.
Provides mentorship to Tax Analyst I and Tax Paraprofessional employees.
A minimum education level of a Bachelor's Degree in Accounting, Tax, or a related field required
3 to 5 years of experience
Experience working in large matrix environments is preferred
Possess exceptional organizational skills and the ability to multi-task
Certifications/Credentials: Preferred CPA, member of CPA professional society
Federal and state income tax return experience, knowledge of SAP, RIA Checkpoint (or equivalent), OneSource
Knowledge of research and development tax credit requirements is preferred
Knowledge of sales/use and property tax is a plus
Knowledge of Microsoft Office Products (Word, Excel, Outlook) software required
Knowledge of generally accepted accounting principles, procedures, and practices
Ability to work independently and solve complex problems and issues with little supervision
Ability to work well under pressure
Ability to perform a variety of complicated tasks with accuracy and attention to detail
Basic knowledge to perform tax research with the use of online tax databases
Good verbal and written communication skills
Excellent interpersonal skills and ability to deal effectively with all levels of staff, including management and outside consultants and taxing authorities
Ability to anticipate problems and recommend remedial course of action
Be a self-starter, quick study, with good judgment and critical thinking skills and a bias towards action
Have high ethical standards
Karl Storz Endovision Inc