Valuation allowance analysis and documentation

Effective tax rate (ETR) analysis and forecasting

Return-to-provision and true-up analyses

Prepare tax-related financial statement disclosures for Forms 10-Q and 10-K

Support audit process with external auditors and respond to technical inquiries

U.S. Tax Compliance

Manage preparation and review of U.S. federal and state income tax returns, including:
- Coordination with external advisors
- Review of workpapers and supporting documentation
- Monitoring filing deadlines and extensions
Oversee estimated tax payments and cash tax forecasting
Ensure compliance with evolving federal and state tax laws

Tax Accounting & Technical Analysis

Analyze and document tax positions, including uncertain tax positions (UTPs)
Evaluate impact of new tax legislation and accounting standards on the company
Support accounting for stock-based compensation, fixed assets, and other key tax areas
Assist with deferred tax inventory, including temporary differences and tax attributes

Planning & Business Support

Partner with finance, accounting, and business teams on tax implications of transactions
Support tax planning initiatives to optimize the company’s tax position
Assist with modeling impacts of strategic initiatives (e.g., acquisitions, restructurings)
Provide guidance on tax-sensitive business decisions

Process Improvement & Controls

Enhance tax provision and compliance processes, including automation and documentation
Maintain and improve internal controls over income taxes
Support SOX compliance and documentation efforts
Assist with implementation or optimization of tax technology solutions

Qualifications

Bachelor’s degree in Tax, Accounting, Finance, or related field; CPA and/or Master’s in Tax preferred
6-8+ years of experience in public accounting and/or multinational corporate tax department
Strong knowledge of ASC 740 and U.S. corporate income tax rules
Experience with U.S. federal and multi-state tax compliance
Experience working with external auditors and managing advisor relationships
Strong analytical, communication, and project management skills

This might describe you

Experience in a publicly traded company environment
Familiarity with partnership taxation and complex legal structures (e.g., Up-C structures, outside basis considerations)
Experience with tax provision and compliance software (e.g., OneSource, Corptax, or similar)
Strong analytical and problem-solving skills
High attention to detail and ability to manage multiple priorities
Effective communication skills, including ability to explain technical concepts
Collaborative mindset with ability to work cross-functionally
Proactive and solutions-oriented approach

Over and above

Other things to note

This position is open to U.S. remote work. However, team members who reside within 20 miles of the Traverse City headquarters will follow a hybrid schedule, working from the office three days per week.
Familiarity with public company requirements, including Sarbanes Oxley and key regulations, if

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Manger of Direct Tax