<p>The T& E analyst is responsible for establishing the standard operating procedures for the review and auditing of expense reports for any out of compliance items. Work will include creating reports and dashboards to communicate potential out of compliance spending to management. Work will also include strengthening the T& E expense policy to ensure that controls are in place for the main categories of spend. This is a <strong>fully remote short-term position,</strong> approximately 90 days or until end of the year.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Audit expense reports</strong></p><ul><li>Ensure system (Onriva, Workday) functionality is aligned with policies</li><li>Coordinate with responsible functional areas on travel and entertainment policy and guideline updates</li><li>Responsible for implementing policy-related updates and adds, communication, and compliance monitoring</li><li>Provide reports and analysis of non-compliant spend trends</li><li>Create work flow/SOP on entire review process including communication to associate and manager</li><li>Identify if using preferred vendors/rates and any travel not booked thru Onriva</li><li>Work to compute standard spending standards for departments</li><li>Analyze community spending trends for excess expense and potential cost savings and identify any caps/limits that need to be implemented</li><li>Monitor proper utilization of the amazon business account to ensure maximum discounts</li><li>At end of engagement, train internal resource to take over tasks</li></ul>
<p>We are looking for an experienced Senior Tax Manager to join our team in St Petersburg, Florida. In this role, you will play a key part in overseeing complex tax-related tasks for a diverse portfolio of clients across various industries. This opportunity offers mentorship and opportunities for growth within a firm committed to excellence.</p><p><br></p><p>What’s in it for you?</p><ul><li>Join a respected firm with deep community roots</li><li>Fast track to shareholder</li><li>Work with diverse clients across industries and sectors</li><li>Get mentored by partners invested in your success</li><li>Access strong benefits, bonuses, and career stability</li></ul><p><br></p><p>Responsibilities:</p><p>• Review and prepare federal and state income tax returns for individuals, businesses, fiduciary trusts, estates, and tax-exempt organizations.</p><p>• Establish and maintain strong client relationships by demonstrating comprehensive knowledge of their industries and financial needs.</p><p>• Draft internal memoranda, correspondence, and documentation for submission to relevant tax authorities.</p><p>• Oversee multiple client accounts, ensuring efficient management of budgeted hours and project timelines.</p><p>• Provide training and mentorship to less experienced staff members to enhance their technical expertise.</p><p>• Conduct thorough research on tax-related topics, summarizing findings and providing actionable solutions.</p><p>• Utilize advanced tax software and tools, including CCH ProSystem Fx, to ensure accurate and efficient reporting.</p><p>• Assist with annual income tax provisions and corporate tax return filings.</p><p>• Offer guidance on entity formation and compliance with applicable tax laws.</p>
