Senior Tax Analyst/Manager

Description/Job Summary

The Senior Tax Analyst/Manager position will assist the Chief Financial Officer and Director of Finance with the tax calculations and reporting for the consolidated entities of Pinnacle Bancorp, Inc. In addition, this position will be responsible for assisting with tax research and communication with taxing authorities.

Work location can be either Lincoln or Omaha.

Responsibilities/Duties

1. Assists with tax related calculations, research projects, tax filings, tax correspondence and working with third party tax preparers to ensure tax returns are prepared and filed timely and correctly.
2. Assures corporate tax compliance and minimization for all tax categories including income tax, sales and use tax, real and personal property, and franchise taxes.
3. Calculates monthly federal and state income tax provisions and prepares quarterly income tax estimates.
4. Assists with the daily, monthly, and quarterly activities of the corporate finance department to ensure the accurate and timely dissemination of financial information and management reports.
5. Assists with monthly close/balancing process.
6. Assists department with supporting branches by answering questions and resolving tax and accounting questions.
7. Serves as a "back up" for regulatory reporting. Prepare the quarterly Call Reports for a charter bank if assigned.
8. Assists with balancing and reconciliation of general ledger accounts.
9. Assists with preparing tax and audit workpapers reviewed by our independent auditors, state banking examiners and federal regulators.
10. Assists with monthly, quarterly, and annual allocations.
11. Prepares/reviews reconciliations of fixed asset accounting software to general ledger at each reporting period, maintains data in fixed asset accounting software, and review tax life/bonus depreciation information for current year fixed asset additions.
12. Assists with other duties and special projects that arise such as merger, acquisitions, and conversions as assigned by management.
13. Regular and reliable attendance.

Preferred Skills

• Knowledge of state and federal banking and taxation regulations.
• Knowledge of PFX Engagement or Caseware.
• Knowledge of bank operations, products, and policies.
• Knowledge of ITI system.
• Knowledge of word processing and spreadsheet software.
• Ability to communicate effectively with management, customers, and co-workers.
• Ability to pay close attention to detail and work with a high degree of accuracy and confidentiality.
• Ability to create an organized, efficient work environment.
• Ability to work under pressure of deadlines.

Preferred Experience

• CPA designation preferred.
• Five to ten years related work experience.

Preferred Education

Degree in Business Administration from four-year college or university.

Details

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:

• 8 paid holidays
• 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
• New employees will receive 12 hours of paid sick time upon their hire date
• After five years, 22 PTO days each year
• Health, dental, prescription drug card, vision, and voluntary life insurance plans
• Health Savings Account with employer contributions
• Flexible medical and dependent care spending plans
• Parental Leave after one year of full time employment
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
• Free checking account and basic printed checks
• Free safe deposit box
• $15,000 group term life insurance
• Long term disability insurance
• Employee Assistance Program
• Educational Assistance