About Us

At Finance of America, we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our unique range of reverse mortgages allow homeowners 55+ to access that wealth while maintaining control over their home and financial future. With options tailored to their unique goals, we provide the financial flexibility they need to move forward with confidence.

Finance of America is guided by five values: We are customer obsessed, they are why we exist. We raise the bar. We take extreme ownership. We practice genuine collaboration. And we unleash our excellence. Together we are actualizing our vision to be the most beloved brand for homeowners in their next chapter.

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.

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

Direct Reports:

• One or none

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 ($100,000 - $142,000) 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 5/26/2025.

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.