Accountant Specialty, Consultant

Blue Shield of California•Oakland, CA

3d•Hybrid

About The Position

The Tax Consultant prepares quarterly financial statement tax provisions, tax projections, and tax compliance workbooks for legal entities within the Consolidated Group. The role requires a tax technical background, the ability to navigate complex matters in support of current tax positions, and technical skill with tax reporting and calculation tools. The position also calls for strong communication and writing skills, attention to detail, the ability to prioritize and manage multiple tasks across cross-functional teams, and the ability to build effective working relationships with partners and leaders at various levels. The position reports to the Tax Director. It involves preparing tax provisions and returns, supporting tax research and authority inquiries, helping maintain compliance controls and procedures, and participating in training and development opportunities for tax team members. The role follows a hybrid workplace model; most teams work in the office two days each week. Employees living more than 50 miles from an office location will work with their manager to determine in-office time based on business needs.

Requirements

Bachelor’s degree, or a high school diploma/GED plus four years of additional relevant experience in lieu of a degree.
At least 7 years of prior relevant experience in an accounting specialization such as tax, accounting, or financial analytics.
CPA designation required.
Familiarity with statutory accounting and insurance tax.
Tax technical background and ability to navigate complex matters in support of current tax positions.
Technical skills to operate tax reporting and calculation tools.
Strong communication and writing skills, attention to detail, and ability to prioritize and manage multiple tasks across cross-functional teams.
Ability to develop strong working relationships with cross-functional partners and leaders at various levels.

Nice To Haves

Accounting or Tax master’s degree preferred.

Responsibilities

Prepare US GAAP income tax provisions using OneSource and financial statement footnote disclosures under ASU 2023-09.
Calculate federal and state estimated tax payments using OneSource Provision.
Prepare stand-alone, group, or consolidated tax returns and related reports to ensure compliance with federal and state tax regulations.
Prepare partnership returns.
Help design or improve internal controls and develop compliance policies and procedures, including maintaining the controls system of record.
Assist with research and analysis of state and local tax issues using CheckPoint.
Support responses to inquiries from tax authorities.
Receive assignments as objectives and establish goals to meet them.
Ensure workflow procedures and guidelines are clearly documented and communicated.
May lead special projects.
Interact with subordinate employees, supervisors, managers, outside customers, and functional peer groups.
Participate in developmental and training opportunities for tax team members.