Corporate Tax - Manager

• Transition data from Transfer Pricing Operations to ONESOURCE Tax Provision with clean, audit-ready data and update OTP workpapers.
• Perform GRID checks on Pre-Tax Book Income by unit and validate tax rate files.
• Conduct consolidated checks and validate permanent differences related to FDIC, Penalties, Partnerships, Tax Exempt, etc.
• Review and reconcile deferred tax items including NOL, DTA attributes, and other deferred.
• Prepare and post journal entries for 104 groups and subsequent runs based on updated Financials.

• Execute Alteryx workflows for Goodwill & Intangible analysis, P&L forecasting, and GILTI/Sub F asset ratios.
• Manage international workflows including Canada, Germany, and UK to ensure compliance and Reporting standards.
• Refresh and roll forward Foreign Tax Credit files, Subpart F (Sub F) files, and other Ledger-based tax reports to ensure continuity and accuracy in tax provision reporting.
• Support the validation of Other Comprehensive Income (OCI) ledger balances and consolidated reporting, conduct FIN48 ledger reviews to ensure alignment with supporting documentation, and perform foreign exchange (FX) payable reconciliations.

• Assist in preparing corporate tax computations and returns.
• Prepare and conduct first-level reviews of Tax Packs.
• Maintain comprehensive supporting documentation for filings.
• Prepare Regulatory reporting package tax forecasts, including goodwill and intangible components.

• Prepare and support reporting packages, including Comprehensive Capital Analysis and Review (CCAR) submissions and EY audit deliverables.
• Assist with state apportionment templates, K-1 inputs, and state return form preparation.
• Track notices and support domestic/international tax return databases.
• Assist in the review and reporting of IRS Forms 5471 and 8858, ensuring accuracy and compliance with U.S. international tax requirements.

• Prepare BS & PL for planning cycles.
• Support Regulatory reporting package tax forecasts including GW/INT.
• Update securities and global consolidated files monthly.

• Prepare and process timely corporate tax payments.
• Post accruals, provisions, and payment journals.
• Reconcile tax balances in the general ledger.
• Prepare and review tax workpapers and deferred tax files (NOL, DTA, FTC, GILTI).

• Update and reconcile fixed asset transactions, including additions, disposals, and depreciation.
• Validate internally developed software transactions and OAS pivots.
• Perform ledger checks for goodwill, intangible assets, and amortization files.
• Support reconciliations for incentive compensation, deferred implementation, and capital leases.

• Identify opportunities to streamline tax processes and controls.
• Support automation initiatives and ERP enhancements.
• Leverage Power BI, Power Query, and AI tools for data analysis and reporting.

• Strong understanding of local and international tax laws.
• Analytical and problem-solving abilities with high attention to detail.
• Self-motivated and capable of working independently.
• Effective communication and collaboration skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience with tax software and financial systems (e.g., OneSource, Oracle, Alteryx).
• Familiarity with OTP/TPO systems and regulatory reporting (e.g., CCAR, EY Audit).
• Advanced skills in Power BI, Power Query, and AI-driven analytics are a plus.

• Master’s degree or higher in Accounting, Finance, or a related field.
• CPA or equivalent professional certification preferred.
• 8–12 years of proven experience in corporate tax compliance and planning.

State Street