Truist Assistant Corporate Tax Director 

United States, North Carolina, Charlotte 

508085946

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Research, analyze and resolve complex tax issues, applying a thorough understanding of relevant tax law and tax and regulatory accounting principles and concepts.
• Document and communicate solutions (both verbally and in writing) to tax and non-tax professionals at various levels within the organization.
• Assist and/or manage restructuring and M&A transactions from a U.S. federal income tax perspective by working closely with internal stakeholders from legal, finance/accounting and business units.
• When necessary, work closely with external tax advisors to solve complex tax issues and drive through results.
• Advise on the tax implications of various deal structures or business products.
• Review transaction documents and recommend changes and best practices.
• Collaborate with business and other corporate stakeholders to develop and implement tax-efficient structures of deals and products.
• Identify and analyze tax planning opportunities and manage broad-based project teams to effectively implement tax planning initiatives.
• Create comprehensive project plans to facilitate project progress.
• Develop tax models to analyze the impact of tax strategies, changes in tax laws and potential transactions on the company’s overall tax position.
• Draft documentation related to tax positions taken.
• Must be able to communicate the results and explain the “why” to ensure that the results of transactions and initiatives are properly reflected in tax returns.
• Direct the preparation and use of tax records and information, as required, for proper completion of federal, state, and local tax returns.
• May include reviewing and overseeing the preparation of such returns, effectively managing resources and escalating issues where appropriate.
• Identify and support process improvements to increase overall efficiency.
• Provide tax support to various business units.
• When necessary, coordinate and review responses to inquiries from taxing authorities.
• Effectively communicate with taxing authorities to manage the audit process, where appropriate.
• Effectively manage tax risks inherent in transactions and initiatives.
• Mentor and coach less experienced teammates to build their own technical expertise and delegate work as appropriate.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree and CPA.
• 10 years of professional experience including Big 4 or large corporate tax experience or an equivalent combination of education and experience.
• 6 years of reviewing moderate to complex tax returns and leading teams.
• Specialized knowledge in bank taxation, state tax, and/or tax accounting.
• Advanced understanding of principles, practices, theories and/or methodologies associated with the tax discipline, including knowledge of tax return software.
• Strong computer skills in Excel and other Microsoft products.
• Strong verbal and written communication skills.
• Advanced analytical skills and tax research skills and the ability to solve complex technical and business problems.
• Strong attention to detail.
• Ability to exercise judgement in solving technical, operational, and organizational challenges in the context of business objectives and priorities.
• Ability to work independently, with guidance in only the most complex and unusual situations.

Preferred Qualifications:

• Advanced degree in Taxation (MS or JD/LLM).
• Banking or financial services taxation experience.