FINRA

Supervise other tax staff in the preparation and filing of returns as appropriate. Provide day-to-day support to Accounts Payable in the identification of tax-related requirements.. 6+ years of relevant corporate and non-profit tax accounting experience.. Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment).. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.

principal financial analyst

The primary purpose of this position is to support the organization through the timely and accurate preparation and filing of (1) federal and state tax returns for all business units (2) excise returns for all business units and in all states, and (3) annual Federal filings. The position requires that appropriate underlying supporting documentation has been obtained, reviewed and reconciled as appropriate to support on-going filings and federal, state and local tax audits. The Financial Analyst will work closely with business unit personnel, Accounts Payable, Financial Reporting, and Technology support personnel in performing these functions. Essential Job Functions: Assist in the preparation of Federal Forms 990 and 990-Ts and related returns.
Assist business units in the identification of potential income tax exposure on proposed new business initiatives.
Provide guidance on any tax savings opportunities.
Obtain and maintain appropriate underlying supporting documentation to support all income tax returns and tax audits.
Review monthly detailed general ledger account reconciliations for all tax related balance sheet and income statement accounts in compliance with Internal Control rules.
Analyze, recommend and develop alternative solutions to bridge the gap between financial systems and tax reporting requirements.
Assist Director in the analysis of tax implications of alternative actions being considered by Management.
Develop recommendations to establish or modify standard operating procedures that provide for a sound internal control environment and promote consistent levels of timeliness, accuracy, and completeness in performing tax related functions.
Provide timely communications/updates to Tax management of issues as considered appropriate.
Supervise other tax staff in the preparation and filing of returns as appropriate
Provide day-to-day support to Accounts Payable in the identification of tax-related requirements.
Assist in the preparation of personal and real property returns.
Assist in the preparation of Federal Forms 5500s for defined benefit and welfare plans.
Serve as Tax liaison to Technology Services, Accounts Payable and Billing Staff regarding development, testing and implementation of tax-related modifications to financial systems.
Other Responsibilities: Be proactive in identifying potential tax risks/issues and developing contingency plans.
Act as primary point of contact and coordinate appropriate levels of involvement for business and systems initiatives related to tax compliance efforts.
Perform other special projects as requested. Additional responsibilities will involve more general tax preparation, audit and compliance support.
Education/Experience Requirements: Bachelor’s Degree in Accounting/Finance or equivalent. CPA preferred.
6+ years of relevant corporate and non-profit tax accounting experience.
Excellent analytical skills.
Strong organizational, interpersonal, and customer service skills.
Proficiency in Excel and Microsoft Word.
Excellent verbal and written communication skills.
Work Conditions: Standard office conditions. Some travel may be required.
For work that is performed in CA, CO, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate’s skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $84,500, Maximum Salary $165,100 Colorado: Minimum Salary $76,800, Maximum Salary $137,500 New York, NY: Minimum Salary $92,200, Maximum Salary $165,100 Washington: Minimum Salary $76,800, Maximum Salary $158,200 #LI-Hybrid To be considered for this position, please submit an application. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at 240.386.4865 or by email at EmployeeRelations@finra.org. Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave* FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule
Important Information FINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code’s investment and securities account restrictions, and new employees must comply with those investment restrictions—including disposing of any security issued by a company on FINRA’s Prohibited Company List or obtaining a written waiver from their Executive Vice President—by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
As standard practice, employees must also execute FINRA’s Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company’s policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person’s relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. Show more Report
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