Strategic Financial Planning Manager

17 hours ago


Old Toronto, Canada LotusFlare, Inc Full time

At LotusFlare, Inc., a leading technology company specializing in digital transformation solutions, we are seeking an experienced Strategic Financial Planning Manager to join our team. Based in Santa Clara, USA, we offer a competitive salary range of $140,000 - $180,000 per year.

About the Role

The successful candidate will be responsible for participating in and supervising multiple and challenging tax engagements, contributing to the delivery of compliance services, and providing innovative tax planning ideas. You will demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates to U.S. and Canada corporate Federal and state income tax compliance.

  • Conducting tax research at federal and state levels, thoroughly analyzing U.S. cross-border tax issues, and drafting technical memos related to specific client matters.
  • Developing and delivering innovative tax planning ideas with timely and responsive services and work products that meet or exceed client expectations.
  • Preparing practical and creative solutions to the client's tax situation and arriving at appropriate conclusions.
  • Leading the development of tax recommendations and implementation plans.
About Your Responsibilities

Your key responsibilities will include:

Financial Reporting and Analysis
  • Prepare and analyze monthly, quarterly, and annual financial statements.
  • Ensure accurate and timely reporting of all financial data.
  • Conduct variance analysis to identify discrepancies and provide insights to management.
Compliance And Audit
  • Ensure compliance with various regulatory requirements.
  • Coordinate and support external and internal audits.
  • Maintain and enforce internal controls and accounting policies.

To qualify for this role, you must have an undergraduate degree in Accounting, Finance, Law, or a related field with a minimum of 5 years of experience in U.S. Tax. You should also have a background in tax compliance and accounting for corporate income tax, as well as a broad understanding of federal, state, and local income or franchise tax. Strong software skills, including proficiency in Microsoft Office Suite and QuickBooks, are also required. The ability to analyze complex data from multiple sources and a high attention to detail is essential.



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