Tax Reporting Specialist III
Job Description
Responsibilities:
• Prepare, maintain, and evaluate detailed tax reporting documents, compliance schedules, and supporting records to ensure timely and accurate submissions.
• Examine financial data for tax-related analysis, deposit activity, and return preparation, identifying discrepancies or unusual findings as needed.
• Gather information from various internal sources, confirm data accuracy, and escalate issues to management when concerns or inconsistencies are identified.
• Take a leading role in year-end reporting efforts and assist with monthly journal entry preparation tied to tax and financial reporting activities.
• Review foundational tax return work completed by other team members and provide guidance to support accuracy and consistency.
• Draft and manage tax-related correspondence while maintaining organized documentation for reporting and compliance purposes.
• Use Microsoft Excel, Word, and Outlook to produce reports, communicate updates, and track assignments efficiently.
• Support assigned work schedules, including flexible hours such as evenings, weekends, or holidays when business demands require coverage.
• High school diploma, GED, or higher education credential.
• At least 5 years of experience in financial reporting, tax reporting, payroll tax filing or a closely related accounting function.
Must have experience filing payroll taxes on behalf of their employer, not a third party
• Strong attention to detail with the ability to maintain accuracy across complex reports and compliance documentation.
• Demonstrated ability to generate, analyze, and review technical reports for completeness, quality, and accuracy.
• Proficiency with Microsoft Office applications, especially Excel, Word, and Outlook.
• Experience handling tax returns, deposits, journal entries, and related financial documentation.
• Ability to work independently, manage multiple priorities, and communicate emerging issues effectively.
• Capacity to remain productive in a desk-based environment that may involve extended sitting and repetitive keyboard use.
