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Account Administration - Review daily trust activity - Ensure compliance with all processes and procedures- work with Senior Trust Advisor to ensure all documentation is retained - Work with Senior Trust Advisor and Trust Tax to ensure proper tax reporting - Coordinate with Middle Office on: Account opening , Cash transactions and Asset transfers.
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As an Indirect Tax Manager within the Multistate Tax Services group, you will provide state and local indirect tax planning, consulting, and compliance services to a diverse client base in various industry sectors.
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Assisting in managing, developing, and coaching professional tax staff. The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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Prior industry experience as a CFO, Controller, SEC Reporting or Internal Audit Manager equivalent preferred. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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3 to 5 years of corporate income tax experience; experience with International compliance and reporting helpful. Lead information gathering and review foreign affiliates reporting packages for the quarterly tax provision and US tax return preparation process.
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As the primary contact for daily Treasury operations within the business unit, responsibilities will encompass coordinating know- your customer ( KYC) banking documentation, signatory management, compliance with SOX regulations, Management of Global Bank Portals, FBAR Reporting, GL Bank Reconciliation reporting, M&A integration of bank accounts BAM tool utilization, and ad-hoc related tasks.
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Work with Senior Trust Advisor and Trust Tax to ensure proper tax reporting. Knowledge of trust administration, estate planning strategies, and income and estate tax matters.
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These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters.
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Experience in or knowledge of sustainability/ESG reporting frameworks and report writing frameworks including Global Reporting Initiative (GRI), Sustainability Accounting Standards Board (SASB), Task Force on Climate-related Financial Disclosures (TCFD) and the Corporate Sustainability Reporting Directive (CSRD) is a plus.
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Demonstrates an intimate knowledge of a variety of state and local tax sales and use tax laws, regulations, policies and procedures, as well as tax planning, restructuring, due diligence, audit defense, reverse audits and state controversy work.
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Provides quality assurance support by reviewing programs, validating output against: a "single source of truth", reporting criteria (e.g. eligibility rules and dates), formatting criteria (e.g. field names, date formats.
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O Vulnerability assessment and reporting including comprehensive understanding of Vulnerability Management methodologies and procedures, threat assessment, and remediation management. The role will be responsible for identifying vulnerabilities through vulnerability scanning, and ensuring remediation through assessment and reporting.
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Assist in with monthly property tax reporting as well as the annual budgeting. The successful Valuation Analyst candidate will provide support to our Tax Managers ("TMs"), outside consultants, and attorneys to ensure compliance with its ad valorem filings, appeals/litigation, audits, and tax planning to manage our property assessments.
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tax reporting jobs Title: staff accountant Company: Appleone in Indianapolis, IN
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