Accounting, Data Collection, Data Management, Domestic Tax, Federal Tax, Finance, Financial Reporting, Financial Statements, Forecasting, Income Tax, Local Tax, Process Improvement, Process Management, Record Keeping, State Tax, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Reporting, Tax Returns, Time Management
As a member of Lockton's dynamic Tax Team, this associate will play an integral role in Lockton's US tax reporting and compliance operations, including maintaining tax records and preparing tax returns, related schedules, and related reports for various tax types including but not limited to income, withholding, composite, property, and other transactional taxes.
This associate will support the quarterly taxable income projections and forecasts as well as support the team in tax planning strategies. The associate will work closely with our outside compliance partners to ensure timely and accurate preparation of relevant US tax forms.
Responsibilities:
- Prepare and review tax workpapers and related filings to support the annual income tax filings for federal income tax purposes such as Forms 1065, 8858, 8865 and 5471.
- Review of tax documents and forms prepared by outside tax advisors
- Manage data collection process with Lockton's accounting and finance teams and identify and implement process improvements.
- Prepare other miscellaneous tax filings.
- Research relevant tax issues, present findings to team.
- Engage with projects related to management and operational financial statement reporting.
- Respond to federal, state and local tax audits and inquiries related to tax filings
- Collaborate with team in tax planning strategies including preparation and filing of tax election forms.
- Special projects and other duties assigned.
- Take part in internal and external training and learning opportunities to further their professional development.