Tax Compliance Planning Analyst
Tax Compliance Planning Analyst
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Job Description
Overview:
The Bonadio Group is seeking a Tax Compliance & Planning Analyst to join our Corporate Finance team in Rochester New York. This position will play a key role in supporting the firms tax compliance and planning functions by ensuring accurate payroll and sales & use tax configuration assisting with the resolution of tax variances and exceptions and supporting the firms year-end tax reporting and planning.
The ideal candidate will have strong attention to detail foundational knowledge of payroll and indirect taxes and a proactive mindset for identifying discrepancies and supporting clean accurate financial records that align with the firms strategic tax objectives.
Responsibilities:
Payroll Tax Oversight & Reconciliation
Work closely with HR/Payroll teams to ensure payroll tax configurations in the payroll system are accurate and up-to-date across all jurisdictions
Monitor and assist in resolving payroll tax exceptions discrepancies and variances in collaboration with the payroll provider
Reconcile payroll tax-related general ledger accounts monthly
Support periodic audits of payroll tax data and assist in implementing corrective actions
Monitor tax law changes impacting payroll reporting and communicate implications to leadership
Work closely with HR/Payroll teams to resolve tax notices and inquiries from federal state and local agencies
Sales & Use Tax Support
Handle all aspects of sales and use tax compliance across applicable jurisdictions including filings reconciliations and exemption certificate management
Collaborate cross-functionally with appropriate teams to ensure accurate tax treatment on purchases and vendor invoices
Reconcile sales and use tax accounts and complete variance research
Monitor tax law changes impacting sales/use tax reporting and communicate implications to leadership
Maintain accurate records of tax-exempt purchases and sales and ensure exemption documentation is current
Firm Tax Planning & Reporting Support
Assist in collecting organizing and validating tax-related data to support year-end tax planning and firm tax return preparation
Collaborate with tax preparers and/or internal tax team members to facilitate timely and accurate filing of the firms tax return
Reconcile tax-related GL accounts including partner-related distributions fringe benefits and other firm-level deductions
Assist in gathering documentation and schedules for tax preparers
Prepare tax projections compliance schedules and internal tax-related reports for firm leadership
Other Responsibilities
Develop and maintain internal controls and procedures related to tax reporting and compliance
Assist in special projects audits or analysis as
Required Qualifications:
A minimum of a bachelors degree in accounting finance or related field
A minimum of two years of experience in accounting payroll operations or tax compliance support
A minimum of two years working with payroll systems accounting software general ledger systems and tax reporting tools (e.g. Intacct. Workday ADP. Avalara. etc.)
A minimum of two years working with multi-state payroll tax and/or sales & use tax processes
Proficiency in Excel including data analysis and pivot tables
Solid understanding of payroll and indirect tax concepts (even if not directly responsible for filings)
Proven ability to interpret tax regulations and translate them into practical application
The salary range for this position is between $70000 and $85000 and is commensurate with experience.
Hours of Operation:
Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday and from 8:00 a.m. until 12:00 p.m. on Friday
We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times
At The Bonadio Group we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients needs in an increasingly global profession.
In the fast-changing accounting industry The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs youll be exposed to diversity of work the ability to tackle more interesting issues and have a path to Partnership. Youll be working with great people and great clients where you can truly make a difference. Apply online get on board and grow with us. Youll be glad you did!
The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.
All communications from The Bonadio Group regarding recruitment and hiring will come from an @ email address and our process includes a discussion with our Talent Management you have any questions or concerns please contact us immediately at or .
EOE/AA Disability/Veteran
Required Experience:
IC
Employment Type
Full-Time
