- Manage the tax accounting process, including the calculation of tax provisions, deferred tax assets and liabilities, and tax reserves. Ensure compliance with reporting standards (tax footnote and disclosure requirements) and provide support for audits, as applicable.
- Work with third party tax preparers and review all tax returns, including federal and state filings to ensure accurate and timely tax reporting.
- Implement tax planning strategies to optimize the organization's tax position, minimize tax liability, and ensure compliance with tax laws and regulations.
- Possesses the ability to source, perform due diligence, and sell tax credit investments to our banking clients.
- Monitor and report results of existing tax related investments and perform due diligence procedures on proposed tax advantaged investment opportunities.
- Lead the operational functions of the Bank's 1031 program. Work with the Bank's existing 1031 exchange staff and 1031 clients to assist in structuring transactions to meet their specific needs and objectives. Conduct thorough due diligence procedures to ensure properties meet the requirements of like-kind exchange treatment, and prepare and review all necessary documentation and paperwork for 1031 exchange transactions, including exchange agreements, identification notices, and closing documents. Monitor transactions from initiation to completion. Collaborate with clients, real estate agents, attorneys, title companies, and others to coordinate the exchange timeline, facilitate communication, and ensure that all parties understand their roles and responsibilities. Calculate potential capital gains tax liabilities, depreciation recapture, and other tax considerations associated with exchanges.
- Stay up to date on chances in tax laws, regulations, and rulings. Conduct tax research and analysis to interpret the impact of new developments on the organization's tax position and recommend appropriate actions.
- Collaborate with other departments such as accounting, treasury, FP&A, lending, and legal, to integrate tax considerations into business strategies, transactions and operations. Provide tax expertise and support for special projects and initiatives; assess the tax implications and identify opportunities for tax savings or risk mitigation.
- Evaluate lending opportunities in relation to state tax liabilities in order to provide further insights on a deal's profitability.
- Bachelor's degree in Accounting, Finance or related field.
- CPA or Master's in taxation
- 7 or more years of experience in tax roles, with a strong background in ASC740 tax provisions and tax compliance.
- Strong understanding of 1031 exchange regulations, preferred.
- Comprehensive understanding of rules and regulations relating to state/federal LIHTC, historical rehabilitation tax credits, investment tax credits, R&D tax credits and other tax advantaged investments.
- Extensive knowledge of federal, state, and local tax laws and regulations.
- Experience working with external auditors and managing tax audits.
- Strong analytical and problem-solving skills, with the ability to research and interpret complex tax issues.
- Proven leadership abilities.
- Proficiency in using tax software (Sage Fixed Assets, etc...) and Microsoft Excel.
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Director of Tax - Woburn, United States - Northern Bank
Description
The Director of Tax will report to the Controller and will be responsible for overseeing all aspects of tax compliance, planning, and strategy. Duties include but are not limited to:
Requirements
