Senior Tax Accountant
Description
At Upland Software, you’ll find smart, creative teams who love working together to deliver value for our customers, and a global culture of growth and possibility. We’re passionate. We’re proactive. We take pride in our work, and we love a good challenge. Sound like you?
Opportunity Summary:
The primary function of the Senior Tax Accountant is to prepare and maintain income tax provision workpapers and support tax compliance and maintain company tax records. To be a Tax Senior typically requires a minimum of three years of experience in taxation; more than five preferred.
Responsibilities:
- Support the relationship and work closely with external tax advisors;
- Perform initial reviews of tax returns and related documents to ensure compliance with federal, state and international laws.
- Organizes and recommends payment of income and other taxes due;
- Periodically updates federal, state, international tax rate & related schedules from authoritative 3rd party sources to ensure most recent tax rates & related schedules are used in quarterly & annual provisions and in tax returns;
- Stays aware of the impact of new tax laws and proposed legislation;
- Pursues refunds, credits and incentives as the company moves into new markets or new locations to maximize tax benefits to the company;
- Review and finalize quarterly Tax Provision forecast provided by FP&A team to support quarterly provisions;
- Prepare quarterly and annual Management Fee allocations of SSO’s (Shared services organization) costs to various IP owners in US/CAD/UK/IRE.
- Prepare quarterly and annual tax provisions and various tax computations and supporting schedules;
- Support U.S. and international tax compliance process, including subpart F income, GILTI, foreign tax credits, and expense allocations.
- Support annual transfer pricing planning and studies and reviews quarterly and annual calculations to ensure correct rates and underlying calculations are materially correct;
- Support preparation and maintenance of worldwide transfer pricing documentation, including master file, local files, and country-by-country reporting;
- Support and perform research and analysis to support management decision-making regarding complex technical tax issues;
- Attend professional development and training sessions;
- Other duties as required.
Requirements:
- Experience in fast-paced environment, highly driven with the ability to conduct multiple tasks and meet deadlines;
- Individual contributor but willing to teach/mentor;
- CPA license in good standing preferred;
- Minimum of three years’ experience in tax accounting (five years+ preferred);
- Outstanding organizational, problem-solving, and analytical skills;
- Driven professional to ensures deadlines are met sooner rather than later;
- Attention to detail without losing sight of the big picture;
- Full competence in subordinates’ duties and tasks;
- Work effectively in a professional team environment;
- Demonstrated ability to plan and organize projects, especially long-term;
- Bachelor or Masters (preferred) degree in accounting, finance, engineering, technology, or related field;
- Able to manage multiple complex projects and deliver in a timely manner.
Upland Software (Nasdaq: UPLD) is a leader in cloud-based tools for digital transformation. To learn more, visit www.uplandsoftware.com.
Upland Software is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected status.