- Responsible for the company’s tax planning, preparation and analysis, including federal and state income taxes, intangible and sales taxes. Responsible for cost expenditure review and analysis.
- Directs the preparation and use of all tax records and use of all tax records and information as required for proper completion of municipal, state and federal tax returns.
- Ensures the maintenance of proper records of all transactions of income, principal and related information to establish proper tax classifications.
- Recommends and oversees implementation of adaptation and revision to the existing tax accounting system.
- Oversees the research and analysis of proposed and existing business transactions to determine the effect upon taxes.
- Serves as primary contact with Internal Revenue Service and Department of Revenue agents assigned to audit and examine federal and state income tax returns submitted.
- Ensures that operations and sales staff personnel are informed of current tax laws, regulations and rulings pertaining to municipal, state and federal income taxes.
- Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations.
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the completion of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
- Performs all other duties as assigned.
- Eight (8) years or more experience preferred or equivalent experience in a related field preferred.
- Prior accounting/tax and supervisory experience preferred.
- Strong computer skills including Microsoft Word, Excel and PowerPoint.
- Knowledge of PC based accounting systems a plus.
- Good organizational skills.
- Analytical and problem-solving skills with attention to detail.
- Ability to meet deadlines.
- Ability to handle multiple tasks in a fast-paced environment.
- Bachelors Degree required. CPA or CPA candidate preferred.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
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
- Eight years of experience in tax or related field.
- Prior accounting/tax and supervisory experience.
- Strong computer skills including Microsoft Word, Excel and PowerPoint.
- Knowledge of PC based accounting systems.
- Bachelor's Degree
- CPA or CPA candidate preferred.
1st Source Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about 1st Source Bank and has not been reviewed or approved by 1st Source Bank.
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Healthcare Strength — Health insurance, prescription coverage, and full coverage for preventive care and certain screenings are described as available. Dental and vision coverage, telemedicine, maternity support programs, and tobacco cessation offerings add breadth to the health package.
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Retirement Support — A 401(k) plan is described as available with both Traditional and Roth savings options, alongside HSAs for eligible expenses. Life, accident, and disability protections are also described as part of the broader financial security offering.
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Wellbeing & Lifestyle Benefits — Wellness programs such as weight-loss support and other wellbeing initiatives are described as available, sometimes at no extra cost to eligible members. Financial wellness workshops and planning resources are also described as offered.
1st Source Bank Insights
What We Do
Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind. 1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams. Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business. Member FDIC | Equal Housing Lender
