-
Lead Federal Contracts Administrator
-
Crothall Healthcare
-
Reference #: 5276
Job Summary:
The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates.
Job Duties:
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (\"TQM\").
Manages projects by planning the tax process and the procedures to be performed with quality;
Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers;
Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;
Meets internal deadlines to match the client expectations for timely delivery of service;
Identifies book-to-tax differences.
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
Applies most Firm and professional standards for preparation of WTA and tax returns.
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Prepares provision workpapers and discusses with the appropriate team members;
Identify and discuss uncertain positions with team members;
Review & prepare footnote disclosures in compliance with 740-10-55.
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients\' current and future taxes.
Identifies consulting opportunities to reduce client\'s tax liability;
Provides efficient and effective support for client consulting projects;
Gathers relevant information for controversy work, efficiently and effectively;
Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
May be required to prepare studies of tax implications and offers clients alternative courses of action.
Other duties as required
Supervisory Responsibilities:
May supervise and manage the day-to-day work assignments of Core Tax Services Associates
Provides verbal and written performance feedback to Core Tax Associates, as necessary
Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor\'s degree in other focus area and CPA certification required
Masters in Accountancy or Taxation preferred
Experience:
Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferred
Industry expertise in one or more tax specialty preferred
Prior basic supervisory experience preferred
License/Certifications:
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (\"EA\") (or the equivalent of one of these designations) preferred
Possession of other professional degrees or certifications applicable t role preferred
Software:
Proficient with the Microsoft Office Suite preferred
Experience with tax research databases and tax compliance process software preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance
Ability to effectively delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Able to work well in a team environment
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate\'s qualifications, experience, skills, and geography.
California Range: $84,000 - $110,000
Colorado Range: $72,000 - $90,000
NYC/Long Island/Westchester Range: $90,000 - $115,000
Washington Range: $80,000 - $95,000
-
POSITION SUMMARY
-
Reference #: R-146
Plum: 7660 Saltsburg Road, Pittsburgh, PA 15239
Work Days and Expected Hours:
Monday - Thursday:8:30 AM - 5:00 PM
Friday: 8:30 AM - 6:00 PM
Saturday: 9:00 AM - 12:00 PM
(Must be flexible around branch hours)
-
Reference #: 4475548
THE POSITION
Are you interested in a career with a strong dedication to serving your community within Allegheny County? If you are, then this is the position for you!
-
Reference #: 53767
Associate, Syndicated Loan Trading Administrator II
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world\'s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the \"bank of banks\" - 97% of the world\'s top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we\'re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We\'re seeking a future team member for the role of ASSOCIATE, SYNDICATED LOAN TRADING ADMINISTRATOR II to join our CLIENT SERVICE team. This role is located in Pittsburgh, PA and will work a HYBRID schedule (3 days per week in-office required.)
In this role, you\'ll make an impact in the following ways:
Manage the day-to-day servicing needs for a portfolio of syndicated loans.
Responsible for accurately reviewing, researching, and analyzing, documentation and data related to trades.
Confirm pertinent information for lender validations to ensure timely processing of loan trades.
Research and resolve loan related issues, handle complex client inquiries and requests, identify, investigate and resolve escalated and/or complex problem loans.
Collaborate with tax, closing and servicing teams as necessary.
Verify completion and execution of trade documentation (i.e. trade confirmations, transfer certificates, assignment agreements etc.) prior to release of funds for purchases.
Conduct call-backs for new lenders and follow appropriate procedures for trades not received via ClearPar to confirm and authenticate trade and money movement instructions.
Verify ownership of existing loan positions prior to execution of sale transactions
Record, coordinate and process all settlements from purchases and sales, recording relevant trade and asset information.
Track purchase/sale price, accrued interest, loan positions, proceeds, etc.
Complete audit confirmations, manage position verifications, and research/resolve discrepancies as needed.
Manage complex external client issues (on-going client servicing for various loan structures, resolving operational issues, and technology implementations)
Assist in communicating needs and issues with internal and external clients.
Use in-depth area knowledge to apply ingenuity and creativity to problems and determines more permanent resolutions.
May allocate/coordinate work within a team/project, and employ subject matter and industry expertise within defined area (s)
Solve complex problems based on an understanding and knowledge of the intricacies of the loan system.
Provide technical assistance and operational support to junior level client processing roles.
To be successful in this role, we\'re seeking the following:
High school/secondary school or the equivalent combination of education and experience is required. Bachelor\'s degree preferred.
7-10 years of total work experience is preferred.
Ability to manage multiple tasks and work effectively across groups within the organization.
3-5 years of directly related experience with Syndicated loans and/or comparable commercial lending experience.
Experience with loan-based software: Loan IQ and ClearPar strongly preferred.
Ability to lead, provide guidance and work under limited supervision.
At BNY Mellon, our inclusive culture speaks for itself. Here\'s a few of our awards:
Fortune World\'s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg\'s Gender Equality Index (GEI)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
, Disability: IN - 100% score.
100 est Workplaces for Innovators, Fast Company
CDP\'s Climate Change \'A List\'
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
