Tax Specialist

OVERVIEW

SEGL/FIS/AME requests a V.P. level head count with experience in U.S. tax compliance (preferably with experience in the finance industry), tax provision and strong technology and data skills. This role combines core tax compliance responsibilities with strong technology and data skills, supporting accurate reporting, process automation, and modernization of the tax function. The position works closely with finance, technology, and external advisors in a fast-paced, highly regulated environment.

MAIN ACCOUNTABILITIES

Compliance - Prepare and review federal, state, and local tax filings applicable to banking and financial services entities. Assist in coordinating the review of these returns. Anticipate audit issues and escalate issues as appropriate.

Tax Accounting - Preparation/review of quarterly tax provisions prepared under IAS. Assist in coordinating the review by SG’s external auditors. Answer any queries from the external auditor related to the provision. Assist in the preparation and review of quarterly business plan projections to support the financial statement benefits of deferred tax assets.

Tax Analysis – Analyze, research and document tax issues as needed for compliance, audit and provision purposes. Analyze large datasets for tax reporting, forecasting, and audit support.

Technology - Maintain and enhance tax data workflows, reconciliations, and controls. Leverage technology tools to improve efficiency, accuracy, and transparency in tax reporting. Document workflows, controls, and technical processes. Identify opportunities for process automation, standardization, and risk reduction. Leverage technology tools to improve efficiency, accuracy, and transparency in tax reporting.