Equipment Finance Tax Specialist II

This position assists in preparing tax returns and performs tax accounting duties in support of the Equipment Financing function of the Bank. Prepares tax material, assists in audits and responds to tax correspondence. Participates in special projects to enable accurate, compliant management of tax information and accounts. May provide training for less experienced specialists in the work group.

• Risk Assessment - Reviewing and approving documentation to determine if exemptions are valid based on customer, contract, and equipment type by state.
• Tax Data and Documentation - Sources, compiles, and interprets financial data. Analyzes data for the evaluation and preparation of tax returns, effectively communicates analysis output. Maintains a strong knowledge of existing or revised tax codes, laws, and forms in order to properly prepare tax documents for the Bank.
• Compliance - Assists in the preparation and distribution of federal and state tax documents including filings and returns. Prepares and reviews tax returns. ensures that tax returns are filed in accordance with tax authorities.
• Business Support - Research tax laws. Assists in state and local tax audits. Compiles information and explains options for best practice. Calculates and communicates federal and state estimated payments to the appropriate parties. Ensures compliance with all applicable regulations and tax laws.

Bachelor's Degree and 1 years of experience in Tax/Indirect Tax OR High School Diploma or GED and 5 years of experience in Tax/Indirect Tax

Preferred Area of Experience: Equipment Finance, Data Analysis License or Certification Type: J.D, CPA, CMI PreferredSkill(s): Strong technical knowledge of tax law, Excellent analytical and problem-solving skills, Strong communication skills, Leadership skills, Tax return compliance return preparation and review experience

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.