
Senior Tax Analyst
TD Bank, New York, NY, United States
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Pour obtenir de plus amples renseignements, consultez notre **.****Work Location**:New York, New York, États-Unis d'Amérique**Hours:**40**Line of Business:**Valeurs Mobilières TD**Pay Detail:**120,000 - 140,000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.**Job Description:**Position SummaryThe Senior Tax Analyst will report directly to the Head of US Tax Forecasting and Analysis and will be responsible for all duties related to the preparation of various tax forecasting tasks as detailed below:* Prepare monthly US and Canadian DTA(L) reports in accordance with the Basel III regulatory capital rules* Provide commentary with respect to MoM and QoQ flux analysis, key drivers, and differences between actuals and forecast* Generate multi-year tax expense forecasts at a segment and legal-entity level on a quarterly basis* Produce PowerPoint Presentations for segment tax expense results including forecast-over-forecast and year-over-year flux analysis and key driver commentary* Generate multi-year DTA(L) forecasts on a quarterly basis for US and Canadian capital projections* Review forecast models on an ongoing basis to identify deficiencies and opportunities for model process improvement* Prepare 9 quarter tax expense and DTA(L) forecasts for US Dodd-Frank Act Stress Testing (DFAST) and similar 12 quarter projections for Canadian Enterprise-Wide Stress Testing (EWST)* Produce PowerPoint Presentations and supporting materials for DFAST/EWST forecast results to be presented to the Head of US Tax for their sign-off* Prepare results narrative for the DFAST Regulatory Capital and Capital Plan Narrative documentation* Perform annual review of DFAST tax models in partnership with Model Validation as part of the Annual Model Review (AMR) process* Contributes to the strategic direction of the Tax Function by keeping current on emerging issues, industry trends, and/or other relevant accounting changes.* Knowledge of OneSource compliance and OneSource Provision software is a plus.* High-level proficiency with computer applications including Microsoft Excel.* Assist the tax department with other duties such as monthly tax provision or compliance as assigned by the Manager.* Qualifications:* BA/BS Accounting* Strong analytical skills* Strong oral, written, and interpersonal skills* Team Player* Ability to work under pressure, meet deadlines and be detailed oriented.* Ability to pursue complex projects to a final resolution.* Ability to establish priorities, work independently, and proceed with objectives with minimal supervision.* Education/Experience:* Bachelor’s Degree in accounting* 4+ years related experience* CPA/MS/MBA (not mandatory)**Customer Accountabilities:*** Specializes in particular areas according to established policies and procedures and applicable legal and regulatory guidelines* Provides ongoing, proactive, specialized finance advice and counsel to business partners to ensure they are operating efficiently under applicable accounting rules and regulations* Communicates and meets regularly with partners to develop an in-depth understanding of their business and to provide accounting/ taxation insight, knowledge and expertise, such as improving accounting process flows or clarifying income and expense recognition practices* Recognizes, identifies and investigates business accounting issues that need attention, research as needed, offer specialized opinions based on research and knowledge and resolve problems* Responds to accounting-related requests on a timely basis and answers questions as needed.* Provides technical guidance and assist staff with most complex aspects of work as necessary* Resolves escalated issues and problems by conferring with peers, other internal departments, outside contacts and others as necessary* Ensures monthly recording of income, expense and other financial transactions is accurate and timely* Researches and determines proper accounting treatment for new products and services as needed and communicate complete, thorough and accurate accounting requirements; considers and explains risk management issues prior to implementation, such as determining how the accounting of new initiatives will be monitored and controlled* Performs a variety of activities related to month-end financial closing, which details the Bank's month-to-month financial condition, and/or completion of regulatory reports* Reviews monthly financial activity and ensures transactions are appropriately recorded in proper accounts, such as cost capitalizing vs. expensing.
Researches discrepancies and makes corrections and updates as necessary**Shareholder Accountabilities:*** Adheres to enterprise frameworks or methodologies that relate to activities for our business area* Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities* Consistently exercisse discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate* Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)* Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations* Conducts internal and external research projects; supports the development/ delivery of presentations / communications to management or broader audience* Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices* Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist* Leads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issues* Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements* Keeps abreast of emerging #J-18808-Ljbffr
Researches discrepancies and makes corrections and updates as necessary**Shareholder Accountabilities:*** Adheres to enterprise frameworks or methodologies that relate to activities for our business area* Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities* Consistently exercisse discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate* Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)* Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations* Conducts internal and external research projects; supports the development/ delivery of presentations / communications to management or broader audience* Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices* Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist* Leads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issues* Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements* Keeps abreast of emerging #J-18808-Ljbffr