Senior Manager, Tax

Merchants Bank of Indiana, Carmel, Indiana, United States

Description:

The Senior Manager, Tax will serve as a hands‑on tax subject‑matter expert responsible for managing and executing the organization’s federal and state income tax work, tax accounting, compliance, planning, and related activities. This role requires an experienced tax professional who can independently evaluate complex tax matters, work through the underlying details, identify appropriate solutions, and drive work through completion. The Senior Manager will partner closely with Accounting and Finance leadership, business partners, and external tax advisors to ensure accurate and timely tax reporting and compliance while identifying opportunities to improve the organization’s tax position.

The position is designed for a professional who is comfortable both leading tax matters and personally performing the work required to move them forward.

Expected Outcomes:
Maintain accurate and compliant federal and state income tax reporting; manage current and deferred income tax accounting and related tax provision activities; serve as an internal resource for complex federal corporate income tax matters; independently research, analyze, and resolve tax issues; manage external tax advisors and deliverables; identify and execute practical tax‑planning opportunities; and provide Finance and Accounting leadership with clear, actionable tax guidance.

The Senior Manager, Tax can do the following confidently and independently...

• Manage and perform the organization’s federal and state income tax accounting activities, including current and deferred income tax calculations.
• Lead the preparation and review of the income tax provision in accordance with ASC 740, including analysis of book‑to‑tax differences and deferred tax assets and liabilities.
• Apply appropriate tax accounting across the Bank’s businesses and ancillary investments and maintain a strong understanding of GAAP and tax accounting differences.
• Coordinate with external tax advisors on federal and state income tax returns, planning, technical matters, and other projects while maintaining internal ownership of deliverables.
• Independently research federal corporate income tax matters and translate technical requirements into practical recommendations.
• Monitor changes in federal and state tax law and assess their impact on the organization.
• Manage federal and state tax notices, inquiries, examinations, and audits, partnering with external advisors as appropriate.
• Review K-1s and other investment tax information and evaluate their impact on the organization’s tax position.
• Develop and apply expertise in Low‑Income Housing Tax Credit accounting and other tax‑credit investments relevant to the organization.
• Identify, evaluate, and execute tax‑planning opportunities and available tax credits.
• Provide tax analysis for transactions, investments, new products, and business initiatives.
• Partner with Accounting, Finance, and business leaders to evaluate current and deferred tax implications.
• Maintain tax documentation, work papers, controls, schedules, and supporting analysis.
• Take ownership of tax projects from initial research and analysis through recommendation and execution.
• Serve as a tax subject‑matter resource to leadership and other areas of the organization.
  Begin to learn and become an expert in Low Income Housing Tax Credit (LIHTC) accounting.
• Learn about the many areas in the Bank and their impact on current and deferred tax.

What we are looking for...

• 7+ years of progressive corporate income tax experience in public accounting and/or a corporate tax environment.
• Bachelor’s degree in Accounting, Finance, Taxation, or a related field required.
• Strong federal…