Senior Tax Analyst

About Pinnacle Group:

Pinnacle Group is a leading workforce solutions provider that empowers organizations to achieve their business objectives through innovative workforce strategies. We specialize in optimizing contingent workforce management and delivering tailored solutions that drive operational excellence. With a commitment to diversity and inclusion, Pinnacle Group fosters an environment of collaboration, growth, and success.

Summary

Senior Tax Analyst

The ideal candidate will have strong experience in managing US sales, income tax and related compliance as well as experience in navigating international entities tax and statutory audit compliance matters. The ideal candidate has experience in standardizing processes and practices as well as creating robust process controls in Tax & Compliance operations.

The ideal candidate has experience of operating in a fast paced, high volume transaction environment and can provide effective leadership to deliver departmental objectives. The ideal candidate is highly organized, pro-active and decisive.

Duties and Responsibilities:

Tax Processes

• Review monthly sales and use tax filing for multiple states in the U.S. and provinces in Canada including gross tax receipts.
• Coordinate with CPA firm for various outsourced US federal, state, and local income tax filings, extensions, and quarterly payments. Review output for reasonableness and coordination for signature based on company policy.
• Coordinate with CPA firms for international tax and statutory compliance requirements such as statutory audits. Review necessary inputs for accuracy and reasonableness as well as outputs for data accuracy and quality.
• Review tax analyst work output for quality, correctness and match with business objectives.
• Coordinate with the Finance, AP and Treasury teams to ensure booking and payments are made timely and accurately.
• Collaborate cross functionally for tax setup, process design and trouble-shooting tax mapping for day-to-day transactions.
• Ensure timely report out and review of monthly transactional data for correct tax mapping, set up and keeping up with corrections needed
• Support external audits from various jurisdictions as they occur in conjunction with Finance, Legal or outsourced providers.
• Stay current with changing regulations and compliance requirements and impacts to business, report to leadership and drive necessary changes.
• Periodically evaluate existing processes considering evolving tax and compliance requirements, make recommendations and push for change as needed.

Individual Leadership:

• Ensure Compliance and timely delivery of all deliverables and achieve 100% on time compliance globally.
• Maintain internal process controls, tax calendars, and documentation to ensure accurate and timely filings.
• Ensure the Department’s SOP & checklist are created, maintain & adopted.
• Drive for continuous improvement, standardization of processes, automation to create a highly scaled and automated function.
• Maintain our service-focused team culture.

Technology Footprint:

• Advanced Excel skills and experience with ERP/tax systems (e.g., Workday, Avalara etc).
• Develop working knowledge of functional and integration design & workflows.
• Review testing results for process enhancements and approve push to production recommendations for Tax modules.
• Support new client implementation for tax compliance requirements and ensure processes are operationalized including necessary setup in the systems Pinnacle uses

Qualifications

• Master’s degree in taxation, Accounting or Finance or Economics
• Chartered Accountant or CPA, active status and in good standing
• Minimum 7 years of relevant tax experience, including U.S. federal, state, and local tax compliance with MNC in-house tax operation (or) Big 4 firm preferred.
• Excellent knowledge of US federal, state and local tax regulations and high-level awareness in international taxation landscape

Work Behavior

• Self-starter who can work independently while exercising good judgment, especially amid ambiguity
• Excellent communication and organizational skills; ability to handle multiple tasks simultaneously and prioritize
• Demonstrated ability to collect research data, interpret complex technical information, evaluate impact to business and drive decision making quickly
• Proven ability to work with a high degree of accuracy; strong attention to detail & reconciliation skills

Working Conditions

Fast-paced; deadline driven environment – general expectation is 40 to 45 hrs per week

Very high-performance expectation environment where processes/technologies are rapidly changing/upgrading