About Us
Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. Through a range of reverse mortgage solutions, we help customers shape the retirement they’ve earned while continuing to evolve how we serve and work together.
Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.
To learn more about us, visit www.financeofamerica.com
Purpose of Role
Responsible for managing compliance and audit functions within the finance department. Collaborates with other business groups to understand the tax impact of business operations and to help develop and implement improvements to our processes.
Key Responsibilities and Expectations
Develops a solid working knowledge of the business to defend tax positions.
Collaborates with other business groups to understand the tax impact of business operations and ensures proper indirect tax obligations are addressed.
Utilizes technology for process automation.
Coordinates, prepares, and reviews various state and local U.S. indirect tax requirements.
Performs tax research and analyze complex data and information to reach conclusions on Indirect Tax issues.
Assists with review, analysis, research and resolution of Indirect Tax issues.
Performs indirect tax project work as required on a variety of business projects.
Manages tax expense cash flow calculations and forecasts.
Manages tax refund projects.
Handles multiple asks within a restrictive due date delivery timeframe.
Performs other duties as assigned.
Reports To
VP, Tax
Qualifications
Qualifications - Education - Required
Bachelor's Degree
Qualifications - Education - Preferred
Master’s Degree
Qualifications - Education - Field(s)/Profession(s)
Accounting or related field. CPA license or actively working towards attainment would be a plus.
Qualifications - Experience/Skills/Competencies
Minimum of 5 years of relevant experience in Indirect Tax to include Property Tax, Sales and Use.
Minimum 2 years of experience in project management including cross-functional collaboration.
Experience managing Audit and Notices.
Proficiency in MS Office Suite, with advanced knowledge of Excel.
Mathematical acumen to analyze complex equations.
Strong analytical, problem-solving and organization skills.
Excellent verbal, written and interpersonal communication skills.
Organizational, prioritization, and time management skills with attention to detail.
Compensation
The base salary range for this position is ($95,000 - $135,000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate’s work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.
Additional Information
The application deadline for this job opportunity is 9/10/2026.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.
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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's Degree in Accounting or related field
- Master's Degree
- CPA license or actively working towards attainment
- Minimum 5 years relevant experience in Indirect Tax (including Property Tax, Sales and Use)
- Minimum 2 years project management experience including cross-functional collaboration
- Experience managing audits and notices
- Proficiency in MS Office Suite with advanced Excel knowledge
- Experience using technology for process automation
- Mathematical acumen to analyze complex equations
- Strong analytical, problem-solving and organizational skills
- Excellent verbal, written and interpersonal communication skills
- Organizational, prioritization, and time management skills with attention to detail
What We Do
Finance of America Companies provides a diverse selection of lending products and services that meet customers’ financial needs throughout each phase of their lives. From home loans and reverse mortgages, to commercial real estate loans, to student loans, to a variety of other financial services, we deliver a positive customer experience and do business with a personal touch.
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