Ohio Licensed Tax Consultant

Job Summary

Leading enterprise-wide governance and oversight of product-related tax reporting, the full-time Ohio Licensed Tax Consultant will ensure compliance with federal and state tax laws, review tax filings, assess product tax risks, and collaborate with various stakeholders in a hybrid office environment.

Key Responsibilities:

• Review federal and state tax returns and perform on-site assessments with business partners as needed
• Conduct governance and oversight functions, including tax risk assessments and audits, to ensure compliance
• Monitor product and tax laws, analyze their impact, and communicate findings to management and stakeholders

Required Qualifications:

• Undergraduate degree in tax, law, or accounting
• Progress toward CPA certification, Series 6, and/or LOMA designation preferred
• Minimum of six years of tax experience in financial services, public accounting, or law firms
• Knowledge of statutory and/or GAAP accounting and tax systems
• Ability to analyze operating results and project tax consequences