Title:  Assistant Tax Manager

Primary Purpose of Job:

Responsible for assisting the Transaction Tax and Excise Tax managers with managing the compliance functions. Coordinates and represents the company on all non-income related tax audits.   Must be familiar with regulations at the federal, state and local level. Ensures organizational compliance with all related federal, state and local tax laws and regulations while minimizing tax liability through sound and informed application of laws and regulations. 

Major functions for this position

Manages the preparation, timely filing, payment, and review of all excise and transaction-based tax returns and related reporting to ensure organization compliance with all related federal, state, and local tax laws and regulations. Validate all data used to prepare excise and transaction based tax returns.

• 25% of total job

Supervises and coordinates all tax audits and controversies (excluding income tax). Keep upper management properly updated on issues.

• Monitor statute of limitations on all open audits and keep up with extension requests.
• Manage the record retention policy and practices for all tax groups (excluding income tax.)
• Ensure audit findings result in sustainable process and procedure changes in the appropriate tax areas of the company. Perform internal reviews of those processes as needed.
• Review and maintain all audit procedures and training documentation.
• Reduce audit findings through internal review and research, and engage and work with external parties to review for potential tax overpayment.
  • 35% of total job

Act as a team member of the Tax Department through cross-training, backup, and support of the Tax Managers

• • 15% of total job

Minimize transaction and excise tax liabilities through sound and informed application of tax laws and regulations.

• Monitor changes in tax laws and their impact on the organization.
• Research applicable federal, state, and local tax law changes.
• Oversee taxability set ups of retail items.
• Oversee efforts to pay proper amounts of transaction and motor fuel taxes on purchases.
• Respond to inquiries from government agencies regarding tax filings, compliance, claims and related matters as needed.
  • 10% of total job

Assist with monitoring and maintaining all transaction & excise tax systems related to reporting.

• Ensure that appropriate persons are informed of tax rate changes.
• Ensure that accruals/rate changes are timely and accurate for sales & motor fuel tax.
• Maintain and update all reporting relating to transaction & motor fuel taxes.
• Coordinate Tax Accounting matters with appropriate departments.
  • 10% of total job

Assist Tax and Licensing Manager with any special projects as needed.

• 5% of total job

Position in Organization

Reports to: Tax and Licensing Manager

Directly supervises:N/A

Indirectly supervises: Tax Accountants

Relationships:

Inside the Company:Division Managers, Operations Assistants, Petroleum Accounting, Store

Accounting, Key Mapping, Store Development, Manufacturing and Distribution Accounting,

Marketing and Information Services.

Outside the Company: Federal and State taxing authorities and auditors, Suppliers, government officials, corporate attorneys. 

Position Specifications

The required specifications (education, experience, and skills) are those that the employee must have to hold the position.  Applicants applying for this position must possess the required specifications in order to be considered for the job. The desired specifications are those that are not required for the employee to hold the position but the employee should try to obtain the desired education, experience, and/or skills to be effective and successful in the position.

Required education: Bachelor’s degree in Accounting

Desired education:Master’s Degree in Taxation, Accounting, or Business Administration and/or CPA.

Required experience: Five years of accounting experience and/or a minimum of four years preparation/review of sales and use, and/or motor fuel tax. One year of research experience which can include tax, GAAP, or legal research.

Desired experience: Ten years accounting experience and five years tax experience. Experience with retail licenesing, sales & use tax, and property tax. Accrual accounting experience.

Required Skills: Proficient with Microsoft Excel, good time management and organizational skills, detail oriented, good oral and written communication skills, independent decision-making skills, and the ability to work on multiple projects simultaneously. Strong analytical skills and the ability to self-motivate.

Desired Skills: Advanced knowledge of Microsoft Excel, Access, and JD Edwards.

Additional criteria

This position requires good time management and organizational skills. Must be able to work under pressure of deadlines. This is an extremely technical position requiring specific skills and training. Needs good phone skills for dealing with personnel in various taxing jurisdictions. This position must be able to quickly respond to research needs in regards to all aspects to Store Development Accounting when needed. Must have the ability to multi-task. This position must have good inter-personal relationships with operations, executive departments, as well as finance/accounting personnel.

Starting Salary Range: $95,800-$119,800