Senior Tax Analyst

TD•New York, NY

About The Position

Position Summary The Senior Tax Analyst will report directly to the Head of US Tax Forecasting and Analysis and will be responsible for all duties related to the preparation of various tax forecasting tasks as detailed below: Prepare monthly US and Canadian DTA(L) reports in accordance with the Basel III regulatory capital rules Provide commentary with respect to MoM and QoQ flux analysis, key drivers, and differences between actuals and forecast Generate multi-year tax expense forecasts at a segment and legal-entity level on a quarterly basis Produce PowerPoint Presentations for segment tax expense results including forecast-over-forecast and year-over-year flux analysis and key driver commentary Generate multi-year DTA(L) forecasts on a quarterly basis for US and Canadian capital projections Review forecast models on an ongoing basis to identify deficiencies and opportunities for model process improvement Prepare 9 quarter tax expense and DTA(L) forecasts for US Dodd-Frank Act Stress Testing (DFAST) and similar 12 quarter projections for Canadian Enterprise-Wide Stress Testing (EWST) Produce PowerPoint Presentations and supporting materials for DFAST/EWST forecast results to be presented to the Head of US Tax for their sign-off Prepare results narrative for the DFAST Regulatory Capital and Capital Plan Narrative documentation Perform annual review of DFAST tax models in partnership with Model Validation as part of the Annual Model Review (AMR) process Contributes to the strategic direction of the Tax Function by keeping current on emerging issues, industry trends, and/or other relevant accounting changes. Knowledge of OneSource compliance and OneSource Provision software is a plus. High-level proficiency with computer applications including Microsoft Excel. Assist the tax department with other duties such as monthly tax provision or compliance as assigned by the Manager.

Requirements

BA/BS Accounting
Strong analytical skills
Strong oral, written, and interpersonal skills
Team Player
Ability to work under pressure, meet deadlines and be detailed oriented.
Ability to pursue complex projects to a final resolution.
Ability to establish priorities, work independently, and proceed with objectives with minimal supervision.
Bachelor’s Degree in accounting
4+ years related experience

Nice To Haves

Knowledge of OneSource compliance and OneSource Provision software is a plus.
High-level proficiency with computer applications including Microsoft Excel.
CPA/MS/MBA (not mandatory)

Responsibilities

Prepare monthly US and Canadian DTA(L) reports in accordance with the Basel III regulatory capital rules
Provide commentary with respect to MoM and QoQ flux analysis, key drivers, and differences between actuals and forecast
Generate multi-year tax expense forecasts at a segment and legal-entity level on a quarterly basis
Produce PowerPoint Presentations for segment tax expense results including forecast-over-forecast and year-over-year flux analysis and key driver commentary
Generate multi-year DTA(L) forecasts on a quarterly basis for US and Canadian capital projections
Review forecast models on an ongoing basis to identify deficiencies and opportunities for model process improvement
Prepare 9 quarter tax expense and DTA(L) forecasts for US Dodd-Frank Act Stress Testing (DFAST) and similar 12 quarter projections for Canadian Enterprise-Wide Stress Testing (EWST)
Produce PowerPoint Presentations and supporting materials for DFAST/EWST forecast results to be presented to the Head of US Tax for their sign-off
Prepare results narrative for the DFAST Regulatory Capital and Capital Plan Narrative documentation
Perform annual review of DFAST tax models in partnership with Model Validation as part of the Annual Model Review (AMR) process
Contributes to the strategic direction of the Tax Function by keeping current on emerging issues, industry trends, and/or other relevant accounting changes.
Assist the tax department with other duties such as monthly tax provision or compliance as assigned by the Manager.