Tax Manager

Job Locations US-CA-San Diego
Job ID
Job Type
Regular Full-Time
Accounting and Finance


BofI Federal Bank [NASDAQ: BOFI] with approximately $8.9 billion in assets, is one of the fastest growing internet banks in the nation and is rated in the top 5 of online banks in the country!   We are very forward thinking, technologically sophisticated, and a pioneer in our industry!   


We are looking for a Tax Manager to be responsible for the preparation and production of quarterly income tax provisions and deferred tax workbooks, as well as the federal and state tax returns. Additional work will take the form of a wide variety of internal projects where the candidate will provide analytical tax and strategic support to lending relationships and corporate transactions. Duties can include managing sales & use tax reporting, researching corporate federal and state tax regulations, driving continuous improvements in processes, periodic tax financial reports to external and internal users of the Company's financial information, maintenance of an adequate system of tax reporting controls and procedures designed to mitigate risk, and develop tax models for the Company's strategic initiatives. The team environment and variety of work provide a great place to both advance one's skills and contribute to the overall good of the team.


Essential Duties and Responsibilities:


  • Prepare quarterly and annual income tax provisions and deferred tax workbooks
  • Prepare federal and state corporate income tax returns  
  • Manage the tax reporting operations and coordinate closing process with the Accounting Department
  • Develop tax models and plans for strategic initiatives and merger and acquisition activity
  • Manage sales & use tax reporting for lease operations
  • Maintain a documented system of tax policies, procedures and process documents
  • Support budget and forecasting processes for Bank to align with corporate strategy
  • Assist Chief Accounting Officer with department goals, automation and efficiency projects, staff hiring and training and assist business units with understanding of tax impacts
  • Prepare income tax white papers for technical accounting matters to support positions taken and educate auditors
  • Assist independent public accounting auditors, regulators and internal auditors with understanding tax internal control processes and tax schedules as needed

Key Skill Sets or Knowledge Requirements:

  • Minimum of seven years of progressively responsible experience in the tax function for a bank / other financial institution or in public accounting tax preparation of banks / other financial institutions
  • Demonstrated experience in organizing, conceptualizing, and prioritizing objectives and managing tax functions in a high growth environment
  • Proficiency with use of e-mail, word processing, spreadsheet, database, and presentation software and use of the Internet
  • Experience in audit, tax or consulting for large public accounting firm

Desired Career Experience & Education Requirements:

  • Bachelor's degree from an accredited college or university, with a concentration in accounting or finance 



  • Master's degree in accounting or business administration
  • Certified Public Accountant License (CPA)


Job Functions & Work Environment:


While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.  


The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.



Equal Employment Opportunity:


BofI Federal Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.


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