Director Tax Compliance & Forecasting

Job Posting End Date

05-01-2025

Please note the job posting will close on the day before the posting end date.

Job Summary

The Director of Tax Compliance & Forecasting is responsible for leading and driving state and federal income tax filings for AEP & its system companies including researching, reviewing technical tax positions & disclosures in collaboration with the Tax management and AEP Legal teams as well as leading & driving the tax forecast for AEP and its system companies including analysis of tax expense, cash taxes, and efficiency of utilization of tax credits in collaboration with the Tax management team.

Job Description

ESSENTIAL JOB FUNCTIONS:

• Key member of Tax leadership team providing leadership and management to approximately 35 members of the Tax Community.
• Manage filing of income tax returns, method changes, and Private Letter Rulings for AEP system companies for federal, state, and local taxing authorities.
• Collaborate with tax counsel regarding the preparation of the above as well as protests and briefs for the appeal or litigation of proposed adjustments to federal, state, and local income and franchise taxes.
• Manage bi-annual tax forecast including collaborating with other Tax Directors to ensure appropriate tax treatment of forecasted economic events, assumptions, etc. Deliverables include Tax Assumption Decks, presentations to Tax Community & Senior Leadership, as well as sensitivity analysis relative to the base tax forecast.
• Execute AEP and system Companies tax sharing agreement for Federal and State Income tax purposes including collaborating with Tax Accounting Team on recording the tax sharing payments & receipts.
• Meaningfully contribute and collaborate with Tax Planning, Tax Accounting, Tax Regulatory and Non-Income Tax leaders on business-oriented tax analysis including, but not limited to, Due Diligence, Sale analysis, Legislative tax impacts and other special projects.
• Lead and mentor Tax Team members including building their technical & communication skill sets. In addition, continue to promote timely and high-quality deliverables from team members.
• Actively participate in developing, formalizing, and executing upon strategic goals for the entire Tax team as well as for individual direct reports.
• Actively engage in developing and fostering a positive, inclusive, and engaging Tax Community culture.
• Effectively maintain and manage SOX controls

MINIMUM REQUIREMENTS:

Education:

• Bachelor's degree from an accredited college or university.
• CPA/JD or advanced degree preferred.

Work Experience:

• Minimum ten years of tax experience to include tax return compliance and three years of direct supervisory experience.
• Public accounting experience preferred.
• Professional tax experience within the utility industry.
• Prior work experience in area of Tax forecasting.

OTHER REQUIREMENTS:

• Strong written & oral communication skills required.
• Candidate will need to be action-oriented with the experience to anticipate business needs.
• Strong analytical skills with ability to solve (i.e., shutdown) complex issues.
• Relationship building internally and externally will be critical to success.
• Process skills to improve overall tax function will be important.
• Team oriented with high standards for work product will be essential.
• Values oriented leader with high levels of accountability for self as well as team.

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Compensation Data

Compensation Grade:

SP20-011

Compensation Range:

$155,761.00-202,490.50 USD

The Physical Demand Level for this job is: S – Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.  

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It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.

Salary : $155,761 - $202,491