Assistant Vice President - Senior Tax Professional Ii
Current§ Project lead for the implementation of technology systems tools and enhancements, including the testing and development phase, construction and presentation of training materials, and systems support.§ Preparation and review of federal and state corporate tax returns for consolidated and separate entity filers. Detailed preparation and strategic execution of regulatory compliance for the most material and highly scrutinized/audited state jurisdictions.§ Oversight and analysis of all community development banking tax credit regulatory reporting, including detailed reconciliations of credit generation, utilization, carryover and investment basis reduction.§ Calculation and continuous process improvement of quarterly provision/forecast and annual tax adjustments for credit investments, purchase accounting, and securities investments. Corporate Investments Group holdings included mark-to-market, available-for-sale, held-to-maturity securities.§ Management of offshore team's multi-state gross receipts project deliverables, including detailed review and analysis of processes, workpapers, and regulatory filings.§ Analysis of account mapping and data lineage between general ledger accounts and tax software subsystems.§ Development and documentation of quantitative and qualitative risk analytics to facilitate management decision-making regarding entities that have nexus in specific state/city jurisdictions.§ Management and optimization of consolidated securities reports to aid decision-making for the selling of investments by providing the tax gain/loss impact of holdings with ordinary/capital character and long/short term treatment.§ Integration of accounting standards for securities held by the Corporate Investments Group, including the development of tools to establish book/tax differences, track the existence of each security, and document any sales or paydowns on a security-by-security basis.
