Senior Tax Analyst

Prepare and/or review various KARL STORZ North America (KSEA and Subs, KSVEA and Subs, and KSE) US corporate federal, state, and local taxes. Perform tax research and tax audits as necessary. Prepare US federal and state income tax returns relating to the Storz family. Prepare foreign withholding tax forms. Ensure these companies are in compliance with tax legal responsibilities, primarily in the areas of federal and state income tax and in coordination with sales, use, and property taxes and are reported in an accurate and timely fashion.

II. Job Duties

List job duties below with approximate percentage of time spent on tasks

1. Prepare the assigned KSNA companies' federal, state, and local income tax returns, including the quarterly estimated tax payments and extension requests with minimal oversight.
2. Prepare amended returns when required.
3. Oversee the planning and preparation of annual federal, California, Massachusetts, and Texas R&D credit calculations and fully document the tax positions.
4. Prepare the assigned KSNA companies' year-end federal and state income tax provisions in accordance with ASC 740, including the year-end to tax return tax provision reconciliations, according to the Accounting and auditors' established timelines.
5. Assist in the review of some KSNA companies' property tax returns and sales/use tax returns as needed.
6. Ensure that the KSNA companies are in compliance with tax laws. Monitor income tax and sales tax nexus in various states. Keep abreast of legislative developments that impact the KSNAR compliance functions.
7. Facilitate, assist and/or manage assigned tax audits. This includes: (1) Advance identification of audit exposures, if any, (2) timely obtaining documents requested by auditors to minimize the duration of the audit, (3) staying one-step ahead of tax auditors, i.e., anticipate and be prepared for their questions, and (4) planning what records and analyses should be submitted and how they should be presented to the auditors.
8. Respond to federal and state taxing authorities' assessment notices with a view to defending the company positions.
9. Prepare federal and state income tax returns for Storz family.
10. Prepare foreign withholding tax requirements and file necessary tax returns. Maintain the withholding tax documentation file and inform other departments of the foreign withholding tax requirements.
11. Develop and implement tax planning and tax savings ideas. Provide input and recommendations to reduce tax liabilities and to improve company policies and procedures for tax compliance functions.
12. Continuously update skills on technology improvements focusing on developing better tools for review and analysis of tax and financial data, e.g. increase awareness of SAP functionalities.
13. Perform tax research and resolve tax issues, as needed.
14. Provide technical assistance to other departments in structuring specific business transactions.
15. Provide support to Tax Director with special projects/studies.
16. Monitor and keep track of projects' completion dates.
17. Apply creativity and initiative in the performance of responsibilities, problem solving and managing the increasing volumes of tax compliance functions.
18. Identify and attend relevant in-house training and continue to learn more about the companies' business, products and technologies.

Demonstrate high ethical standards, and model Company Core Values.

III. Minimum Knowledge, Education and Skill Requirements

Required

Minimum years of relevant work experience: 5 years of experience

Minimum education, certifications and/or credentials: Bachelor's degree

Minimum hard skill requirements (including computer and application proficiency): Knowledge of tax laws and ability to perform tax research; Knowledge of generally accepted accounting principles, procedures, practices, and ASC 740; Good analytical, communication, and writing skills.; Working knowledge of Microsoft Office, SAP, OneSource, BNA Fixed Assets, and RIA Checkpoint software, or equivalent tools.

Minimum soft skill requirements: Exceptional organizational skills and the ability to multi-task; Ability to work independently and solve problems and issues with little supervision; Excellent interpersonal skills and ability to deal effectively with staff, peers, management, outside consultants, and taxing authorities; Ability to anticipate problems and recommend remedial courses of action; Enthusiastic worker, highly motivated, quick study, critical thinker, bias towards action; Ability to perform well under pressure; High ethical standards.

Preferred

Preferred years of relevant work experience: 6 to 9 years of experience

Preferred education, certifications and/or credentials: CPA; Master's Degree in Taxation, member of a CPA professional society

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