Tax Consultant, Credits & Incentives – Lakeland

Location: Lakeland, FL
Job ID: 28358BR
Department: Finance
Working Hours: Minimum 45 hours per week.
Pay Frequency: Monthly
Date Posted: Apr 02, 2024

$67 - 101k

Onsite

Full Time - Regular

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Description

Publix Super Markets tops the list of privately-owned supermarkets in the US. We are privately-owned, hold no long-term debt and continue to grow year after year. Publix and our associates excel in community involvement, volunteerism, and environmental sustainability. Our collective commitment to diversity has contributed to our success in being a great place to work and shop. It’s satisfying to work for – and be an owner in – a Fortune 100 company that is widely recognized as a leader in the supermarket industry.
As a Tax Consultant on our Credits & Incentives team, you will be responsible for pursuing federal, state, and local statutory and discretionary tax savings opportunities, tracking savings, maintaining incentive compliance to avoid recapture and responding to audits. This role also supports the Tax team with income tax provision and workpaper preparation. Responsibilities include:

• Identifying available incentives via tax research engines, including state and local tax incentives for new facilities, jobs credits, port credits, environmental credits, training credits, enterprise zone credits, energy incentives, federal hurricane credits, federal retention credits, new market tax credits, federal opportunity zones, and maximizing tax deductions such as inventory donations
• Engaging with economic development professionals, consultants, and government officials in the negotiations of state and local discretionary tax savings opportunities for new projects
• Monitoring legislative changes that could affect current or future incentive projects
• Preparing ongoing incentive compliance to ensure continuation of benefits
• Managing the Work Opportunity Tax Credit (WOTC) program and credit calculations
• Assisting with the preparation of the annual federal and state income tax return workpapers, including tax credit and permanent deduction calculations
• Assisting with the calculation of tax credits and permanent deduction estimates for the quarterly income tax provision
• Ensuring accuracy related to various cash management functions

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Required Qualifications

• Bachelor’s Degree in Accounting or another analytical discipline or its equivalent
• 4 years of relevant business experience
• Negotiation skills
• Problem solving and research skills
• Ability to work independently
• Ability to plan and organize projects to meet deadlines
• Strong analytical skills
• Attention to detail
• Communication skills (written and verbal)
• Enthusiasm, initiative, and pride in work
• Commitment to Publix and our mission
• Intermediate knowledge of Microsoft Word and Excel
• Willingness to travel

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Additional Required Qualifications

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Preferred Qualifications

• Master’s Degree in Accounting with emphasis in Tax or MBA with concentration in Accounting or Finance
• 5 years of relevant business experience
• Certified Credits & Incentives Professional (CCIP)
• Knowledge of federal, state, and local tax incentive programs
• Knowledge of tax research techniques and tax research software
• Knowledge of tax incentive firms and their offerings
• Ability to comprehend and interpret tax law
• Ability to create queries against database tables
• Intermediate SAP HR & Financial module knowledge
• Advanced skills in Checkpoint Tax Incentives Research Engine and CCH AnswerConnect

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Additional Preferred Qualifications

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Benefits

• Employee stock ownership plan that contributes Publix stock to associates each year at no cost
• An opportunity to purchase additional shares of our privately-held stock
• 401(k) retirement savings plan
• Group health, dental and vision plans
• Paid Time Off
• Paid Parental Leave
• Short- and long-term disability insurance
• Tuition reimbursement
• Free hot lunches (buffet-style) at facilities with a cafeteria
• Visit our website to see all of our benefits: Benefits – Jobs (publix.com)

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Year End Bonus

As a year-end bonus to associates, Publix issues one month’s extra pay (pro-rated in the first year) each year if associate remains employed through issue date of the bonus check that year. This is calculated as a 13th month of pay in the Potential Annual Pay with Bonus line above.

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Additional Information

Your application may have additional steps that you will need to complete in order to remain eligible for consideration. Please be sure to monitor your email, including your spam folder, on a daily basis for critical, time-sensitive emails that could require action within 24-48 hours.

Please do not use your Publix email address when applying. Once your application has been successfully submitted you will receive a confirmation email.

Please note that Publix will not sponsor any hire for this position for a visa or permanent residence.

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