Senior Tax Specialist

IPG•Sarasota, FL

About The Position

The Senior Tax Specialist independently performs and reviews complex tax accounting and compliance activities across income tax accounting, U.S. and foreign tax compliance, transfer pricing, OECD reporting requirements, and strategic tax projects. The role serves as a key tax resource and works closely with finance leaders, business partners, foreign finance teams, and external advisors across multiple jurisdictions. The position performs key components of quarterly and annual ASC 740 income tax provision work, including preparation and review of current and deferred tax calculations, effective tax rate reconciliations, tax account reconciliations, forecasts, workpapers, and technical documentation. It also coordinates responses to external financial statement audit requests. The role prepares and reviews complex U.S. federal, state, local, and foreign tax filings; international tax reporting calculations; tax payments and estimates; and supporting documentation. It coordinates with foreign finance teams and external advisors, responds to tax authority inquiries and audits, and maintains audit-ready global compliance processes. The Senior Tax Specialist also performs and reviews OECD Pillar Two compliance, modeling, and reporting; prepares Country-by-Country Reporting and other international information returns; and coordinates global tax data collection and reconciliation. Transfer pricing responsibilities include coordinating documentation, analyzing intercompany transactions, supporting policies and processes, and addressing potential issues. The role leads defined workstreams for tax planning and strategic transactions, researches technical tax issues, evaluates legislative and regulatory changes, and leads or supports tax process improvement, data management, and automation initiatives. It may provide technical guidance to less-experienced team members when appropriate.

Requirements

Bachelor's degree in accounting, finance, tax, or a related field.
4–7 years of public accounting and/or corporate tax experience.
Progressive experience with ASC 740 income tax accounting, including independent preparation and review of tax provision calculations and workpapers.
Progressive experience preparing and reviewing U.S. federal and state corporate income tax compliance.
Strong knowledge of U.S. federal corporate income tax principles and ASC 740, with the ability to research and apply guidance to complex matters.
Advanced Excel skills and ability to work with large, detailed data sets.
Ability to independently manage multiple complex priorities, meet deadlines, and maintain accurate, audit-ready documentation.

Nice To Haves

CPA certification or active pursuit of CPA certification is strongly preferred.
Experience with international tax, foreign tax compliance, transfer pricing, or multinational tax matters is strongly preferred.
Experience with OneSource Tax Provision (OTP) or similar tax provision software is preferred.

Responsibilities

Perform key components of quarterly and annual ASC 740 income tax provision processes and review supporting analyses for accuracy and completeness.
Prepare and review current and deferred tax calculations, including temporary difference, uncertain tax position, and valuation allowance analyses.
Prepare and analyze effective tax rate reconciliations, tax account reconciliations, and related forecasts; investigate and resolve variances.
Prepare and review audit-ready tax provision workpapers, supporting schedules, and technical documentation.
Coordinate responses to external financial statement audit requests related to income taxes and resolve follow-up questions.
Prepare and review complex U.S. federal, state, local, and foreign income tax filings and related information returns.
Coordinate with foreign finance teams and external advisors to gather, validate, and reconcile data for domestic and international tax filings.
Prepare and review U.S. international tax reporting calculations and supporting documentation related to foreign subsidiaries and cross-border transactions.
Prepare and review tax payments, forecasts, estimated tax calculations, and filing calendars across applicable jurisdictions.
Review tax returns and supporting workpapers prepared by external advisors.
Coordinate and prepare responses to domestic and foreign tax authority inquiries and audits, including supporting documentation and issue tracking.
Maintain organized, audit-ready documentation and processes for global tax compliance activities.
Perform and review OECD Pillar Two compliance, modeling, and reporting activities, coordinating data and assumptions across jurisdictions.
Prepare and review Country-by-Country Reporting and other international information reporting obligations.
Lead collection, validation, and reconciliation of financial and tax data from global business units.
Monitor international tax developments, assess potential organizational impacts, and communicate findings to tax leadership and business partners.
Maintain documentation and processes related to global minimum tax and other OECD reporting requirements.
Coordinate annual transfer pricing documentation and compliance requirements, including OECD documentation, master file, local files, and applicable country-specific requirements.
Coordinate with external transfer pricing advisors, local finance teams, and internal stakeholders to gather and validate supporting data.
Perform and review intercompany transaction analyses, benchmarking support, intercompany agreements, and related workpapers.
Implement and monitor transfer pricing policies and processes, and provide guidance to internal teams on their consistent application to intercompany transactions.
Identify and analyze potential transfer pricing issues and coordinate timely resolution with internal teams and external advisors.
Lead defined workstreams for tax planning initiatives and evaluate tax implications of acquisitions, divestitures, restructurings, legal entity changes, intercompany financing, and other strategic transactions.
Research complex technical tax issues, develop well-supported conclusions, and prepare concise written memoranda.
Evaluate tax implications of legislative and regulatory changes.
Identify and lead tax process improvement, data management, and automation initiatives that strengthen accuracy, controls, and efficiency.
Lead or support other tax projects as assigned and provide technical guidance to less-experienced team members when appropriate.