Senior Tax Accountant

Job Summary

The primary objective of the Senior Tax Accountant is to analyze the bottler’s financial data and accurately prepare multi-state operational tax returns in accordance with the bottler’s policies and tax law requirements; tax types include Sales/Use, Property Tax, Unclaimed Property, Business License, Fleet Tax, and Mandatory Deposits. This position performs tax statute research, communicates with taxing authorities and bottler Finance leadership, and provides insight on strategies to minimize audit payments and exposure issues.

The Senior Tax Accountant actively partners with other functional groups within Coca-Cola Bottler Sales & Services and the BPO provider to provide tax training, guidance, assistance, and support. This position delivers excellent customer service through advanced analytical support, timely and accurate reporting of financial statements, and tax filings.

Scope of responsibility: includes taxability research, resolution of tax discrepancies with taxing authorities, tax return compliance filings, research of tax software technical issues, audit support, and refund filings across 6 Coca-Cola bottlers, 21 states, and 4k+ jurisdictions. Responsibility also includes month-end tax-related close support, including month-end close, tax journal entries, and tax account reconciliations.

Duties and Responsibilities

• Research tax statutes and transaction taxability and provide insights to bottler Finance leadership regarding tax issues and mitigation strategies.
• Prepare/Review and Supervise the preparation of multi-state operational tax filings, including:
  • Analyzing financial and operational data used as support for return filings to ensure accurate filings/payments as required by tax laws.
  • Manage daily activities and workflow of the offshore BPO to ensure timely filing.
  • Issue payments to taxing authorities and record appropriate entries within the financial statements.

• Assist in overseeing our offshore BPO tax partner, with responsibility to:
  • Train and help develop skills and competencies.
  • Ensure thorough understanding of applicable subject matter, including tax software, tax compliance, and tax-related general ledger activities.

Duties and Responsibilities

• Direct communication with taxing authorities to resolve inquiries, respond to notices/information requests, or provide tax analysis in support of return filings/payments.
• Subject matter expert in Tax Software (Vertex, PTMS, TrackerPro, License HQ), including the ability to troubleshoot, communicate with the vendor, and identify discrepancies.
• Communication with both operational and finance teams within the bottler to obtain necessary information to calculate tax obligations, resolve tax inquiries, and provide tax insight to drive strategic decisions.
• Provide support for financial and tax compliance audits, including supporting documentation and tax rationale.
• BPL for CONA and tax-related functionality; includes management of tax tables within CONA to ensure accurate taxability in accordance with tax laws (Sales/use)
• Prepare/Review and supervise accounting support, including Balance Sheet Reconciliations, Journal Entries, and Month-End Close

Key Skills and Abilities

• Strong computer skills with proficiency in Excel, Access, Word, and Internet tax research tools
• Flexibility to adjust workload and hours when necessary to meet all required deadlines
• Well organized. Demonstrated planning, time management, and prioritization skills
• Customer Focus: Developing sustainable, productive internal and external customer relationships and establishing oneself as a valued, trusted financial business partner
• experience with SAP, preferred
• Team Skills/Collaboration – Ability to work effectively in a team environment and the ability to develop relationships
• Speaking and Writing – Clearly articulate relevant ideas, opinions, and information
• Thinking Analytically – Analyze information to provide clear and concise recommendations
• Exercising Judgment – Generate alternatives and assist in selecting the best option; problem-solving
• Project Management/Prioritizing – Ensure the timely completion of designated objectives
• Negotiation Skills – Ability to effectively negotiate the Company’s tax position

education Requirements

• Bachelor’s Degree with a major in Accounting, Finance, or Business Administration
• CPA, CMI, and/or Master’s of Tax preferred.

Years of Experience

3 to 5 years of finance and/or accounting experience and operational tax experience

Required Travel

• Willingness and ability to travel or come into the office as required by the business.

Hybrid Work Environment

CCBSS operates a hybrid working environment. This is a teleworking role that requires working at a CCBSS office location on a regular basis (or a minimum number of days per month or week) at the manager’s discretion. The number of days required at a CCBSS office location is at the manager’s discretion and is subject to change depending on business needs.

Total Rewards, Totally Rewarding

We are one family supporting the Coca-Cola bottling system in North America. Our work is indispensable to our partners and makes an impact in the communities where we operate. We are committed to workplace diversity and to rewarding exceptional performance. We expect a lot from our team – after all, it’s their exceptional work that helps CCBSS support the Coca-Cola bottling system in North America. To keep everyone motivated and energized, we offer a comprehensive benefits and rewards package.

• Work-Life Integration – Vacation, floating holidays, parental leave, flexible work environment
• Competitive Base Salary – A base salary or hourly wage rate in line with market rates for the job duties and skills required
• Rewards & Recognition – Acknowledging our employees’ contributions
• Retirement Plans & Guidance – Programs to assist associates in saving for retirement
• Health & Welfare Plans – Medical, life, and disability insurance plans

Company Message

Coca-Cola Bottlers’ Sales and Services, LLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, or basis of disability or any other federal, state, or local protected class.