Tax Process & Efficiency Coordinator
The Tax Accounting Process & Efficiency Coordinator is a key member of the Southern Company Services (SCS) Corporate Tax team, reporting to the Income Tax Accounting Managers. This role focuses on identifying process constraints, improving consistency across operating companies, driving alignment across tax accounting, forecasting, and tax compliance activities, and partnering with IT and Strategic Transformation to implement solutions that enhance efficiency across the Tax Department. The ideal candidate brings strong tax accounting knowledge, advanced Excel skills, experience with databases and automation tools, initiative, and the ability to communicate effectively with leadership and other stakeholders.
Income Tax Accounting Process Efficiencies
- Drive improvements across tax accounting, tax compliance, and related workflows by identifying inconsistencies, recommending standardized approaches, improving handoffs, and enhancing coordination among operating companies and key stakeholders.
- Perform detailed tax analytics, account reconciliations, and variance analyses to identify trends, risks, and process gaps.
- Identify, develop, and implement technology solutions that improve reporting, automate recurring processes, strengthen data quality, and enhance tax department workflows.
- Use advanced Excel skills to develop, enhance, and maintain tax accounting workpapers, models, and analysis tools.
- Develop and implement automation solutions, including Excel macros, RPA, database-driven processes, and AI-enabled business process improvements, to increase efficiency and consistency.
- Collaborate effectively with tax and non-tax stakeholders, escalate issues as needed, and communicate findings and recommendations to Tax Accounting Managers and Tax leadership.
Income Tax Forecasting Process Improvement
- Improve income tax forecasting processes by enhancing methodologies, documentation, and consistency across operating companies.
- Perform forecasting analytics, variance analysis, and trend reviews to identify key drivers, risks, and process gaps.
- Develop and enhance forecasting workpapers, models, and supporting data using advanced Excel and other practical technology tools.
- Coordinate with tax and non-tax stakeholders to resolve forecasting issues and communicate key matters in a timely manner.
Education and Experience
- Bachelor’s degree in accounting, finance, or a related field.
- Must have a minimum of 4 years of experience as a tax professional in a corporate setting
- Minimum of 1 year recent professional experience in accounting for income taxes required.
- Experience preparing and/or reviewing income tax provision workpapers and applying current and deferred tax concepts preferred.
- Experience with account reconciliations, variance analysis, tax analytics, and support for quarterly and annual reporting cycles preferred.
- Experience with accounting systems and technology tools such as Oracle (ERP/accounting system), PowerPlan Tax Provision (utility tax accounting software), Utilities International (UI) (forecasting software), advanced Excel, Corptax (tax return software), or similar database solutions required; experience with Excel macros, RPA, automation tools, or AI-enabled business process tools is a plus.
- Public accounting and/or large corporate experience preferred.
Skills, Abilities, and Technology
- Strong foundation in tax accounting, forecasting, and data management, with the ability to connect business requirements to process, system, and reporting solutions.
- Strong interpersonal skills, including the ability to work effectively across operating companies, management levels, and functional areas, build buy-in, and drive alignment among stakeholders.
- Strong analytical, problem-solving, and process improvement skills, including the ability to identify inconsistencies and recommend practical solutions.
- Understanding of tax accounting controls and the ability to incorporate control considerations into process improvements and technology solutions.
- Demonstrated initiative, sound judgment, and the ability to work independently, manage multiple deadlines, and make timely decisions with minimal supervisory guidance.
- Excellent organizational and time management skills, with strong attention to detail and a commitment to delivering accurate, high-quality work.
- Strong verbal and written communication skills, including the ability to present findings, recommendations, and technical matters clearly to management.
- Working knowledge of technology concepts and IT terminology, with the ability to assess solution options and communicate business requirements effectively to both tax and IT stakeholders.
About Southern Company
Southern Company (NYSE: SO ) is a leading energy provider serving 9 million customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy solutions provider with national capabilities, a fiber optics network and telecommunications services. Through an industry-leading commitment to innovation, resilience and sustainability, we are taking action to meet customers' and communities' needs while advancing our goal of net-zero greenhouse gas emissions by 2050. Our uncompromising values ensure we put the needs of those we serve at the center of everything we do and are the key to our sustained success. We are transforming energy into economic, environmental and social progress for tomorrow. Our corporate culture has been recognized by a variety of organizations, earning the company awards and recognitions that reflect Our Values and dedication to service. To learn more, visit www.southerncompany.com .
Southern Company invests in the well-being of its employees and their families through a comprehensive total rewards strategy that includes competitive base salary, annual incentive awards for eligible employees and health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being. This position may also be eligible for additional compensation, such as an incentive program, with the amount of any bonus/awards subject to the terms and conditions of the applicable incentive plan(s). A summary of the benefits offered for this position can be found here https://seo.nlx.org/southernco/pdf/SOCO-Benefits.pdf . Additional and specific details about total compensation and benefits will also be provided during the hiring process.
Southern Company is an equal opportunity employer where an applicant's qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law.
Job Identification: 19740
Job Category: Accounting & Auditing
Job Schedule: Full time
Company: Southern Company Services
