Equipment Finance Tax Specialist I

First Citizens Bank•Jacksonville, FL

About The Position

This position assists in preparing tax materials and performs tax accounting duties in support of the Equipment Financing function of the Bank. Prepares tax materials, assists in audits and responds to tax correspondence.

Requirements

Bachelor's Degree OR High School Diploma/GED and 4 years of Tax Analysis experience

Nice To Haves

Detail oriented
Highly organized with a strong attention to meeting deadlines
Excellent analytical and problem-solving skills
Strong communication skills
Advanced knowledge of Microsoft Excel and Microsoft Access
Accounting Major, CPA or CMI certifications
Strong knowledge of tax law
Advanced working knowledge of Microsoft Excel and Microsoft Access
Ability to work effectively on a team
Ability to work and multi-task in a fast-paced environment

Responsibilities

Sourcing, compiling, and interpreting financial data. Effectively communicating results to the business.
Reviewing and approving tax documentation to determine if tax exemptions are valid based on customer, contract, and equipment type by state.
Assisting in the preparation and distribution of state and local tax documents including business licenses, tax filings and payments.
Developing and maintaining a strong knowledge of existing or revised tax codes, laws, and forms. Researching tax laws and interpreting, applying, and communicating findings to the business.
Calculating and communicating state tax rules, rates and payments to internal and external parties.
Assisting in state and local tax audits. Compiling information and reporting to management. Ensuring compliance with all applicable regulations and tax laws.