Corporate Tax Compliance Specialist

Finit • Cincinnati, OH

32d • Remote

About The Position

Tax & Compliance Specialist We are seeking an experienced and detail-oriented Tax and ESOP Compliance Administrator to join our Finance team. This role is an exciting opportunity for a tax professional who wants to expand their career beyond compliance into a highly visible and impactful position. The successful candidate will lead Finit's corporate tax compliance and, over time, grow into ownership of all tax matters while developing proficiency in ESOP administration. This role is perfect for someone with strong tax expertise who thrives working independently and is motivated to broaden their skillset in a unique area of corporate finance.

Requirements

• 5-8 years of corporate tax compliance experience, ideally with exposure to both federal and state taxation.
• Prior experience interfacing with tax auditors or acting as a liaison for compliance activities.
• Familiarity with ESOP administration or benefit plans is a plus, with a strong willingness to learn and develop expertise in this area.
• Solid understanding of corporate tax compliance and related regulations, including payroll tax.
• Ability to quickly learn and apply ESOP-specific regulations, including Section 409(p) and repurchase obligations.
• Proficiency in Microsoft Excel.
• Strong ability to convey compliance information clearly to stakeholders.
• High degree of accuracy in reporting and compliance documentation.
• Analytical mindset with the ability to address complex tax and compliance issues.
• Independent, motivated professional eager to grow into full ownership of Finit's tax function while expanding into ESOP expertise.

Responsibilities

• Tax Compliance and Reporting Ensure compliance with all federal, state, and local tax regulations.
• Collaborate with external tax advisors and auditors to manage filings, audits, and inquiries.
• Maintain accurate documentation for tax filings and compliance activities.
• Proactively identify and resolve tax-related issues, keeping leadership informed.
• ESOP Administration and Compliance Oversee compliance with ESOP-related regulations, including ERISA and IRC Section 409(p).
• Coordinate with third-party administrators (TPAs) to ensure accurate ESOP plan administration, including allocations, distributions, and vesting.
• Manage the preparation and submission of ESOP filings, such as Form 5500.
• Support the ESOP Administrative Committee with plan performance updates, serving as a knowledgebase for plan participants and ensuring compliance with regulatory requirements.
• Ensure accurate tracking of participant vesting and distribution schedules.
• Audit Support and Regulatory Liaison Act as the primary point of contact for IRS or Department of Labor audits related to tax or ESOP compliance.
• Work closely with auditors to ensure timely and accurate responses to inquiries.
• Document and maintain records of all fiduciary and compliance actions.

Benefits

• 100% premium paid by Employer for Employee level coverage
• Excellent healthcare and Rx plans start on the first day of employment
• Employer contributions to an HSA up to $3,600
• Dental and vision plans with nationwide network
• Company-paid life and AD&D plans
• Company-paid short-term and long-term disability plans
• Salary continuation during disability up to 6 months
• 401(k) retirement plan with immediate vesting for employer match contribution
• Traditional and ROTH 401(k) with 28 fund options to select and invest
• Flexible Spending Account (FSA) eligibility with no waiting period
• Carryforward unused FSA balance up to IRS max
• "Make Life Easier" Perk for personal eligible expenses
• Monthly Connectivity Allowance
• Annual Peripheral Expense Allowance
• Paid 3-month sabbatical after 10 years of employment
• Paid 12-week parental leave
• Paid 11 Holidays
• Flexible PTO/Vacation
• ESOP allocation
• 2 weeks per year of training and professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed