What are the responsibilities and job description for the Tax Analyst position at Planet Professional?
***Local candidates only, this is on-site 2 days per week in Merrillville, IN***
Job Title: Tax Analyst
Direct Hire
Must Haves:
- Bachelor's Degree
- 2 years of public accounting and/or corporate tax experience at a publicly traded company and federal, state and local compliance experience.
Preferred:
- Experience with automated tax systems such as CorpTax (provision, compliance) including tax depreciation software and ERP (Oracle or SAP) systems preferred
- Utility industry experience is a big plus, but not required
- CPA/MBA
- ASC 740
This position resides within the dynamic, fast-paced Corporate Tax Department. Position responsibilities may include monthly tax accounting and financial reporting under ASC 740, preparation of complex separate entity and consolidated Federal and state income tax returns as well as preparation of tax aspects of the Company's financial plans and assistance with tax research, strategic tax planning and required reporting/planning for rate-regulated entities.
Provides value-added financial services to both internal and external customers. The incumbent may assume responsibility for financial activities, including but not limited to reviewing and interpreting the impact of financial reporting proposals promulgated by governing bodies; preparing analytical studies on historical, forecast, and pro-forma financial data; developing comprehensive financial data reports for both internal and external customers; and providing other needed expertise and reporting to accurately reflect and manage financial matters.
Essential Functions
- Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing course of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences.
- Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, assists with the adoption of new reporting requirements.
- Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business.
- Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks.
- Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities.
- Demonstrates a working knowledge of the operating plan and role in the F&A organization; Has a general knowledge of other departments' role in the F&A organization; Collaboratively develops solutions between corporate and business units.
- Demonstrates our commitment to quality by documenting work fully and accurately. (Documentation of Work Performed)
- Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives.
